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BVALX vs VEVYX
BVALX vs VEVYX Comparison
Open Charts BVALX vs VEVYX
BVALX vs VEVYX Comparison Chart in %
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BVALX vs. VEVYX commentary
Aug 23, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BVALX is a Buy and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 15.1B vs. BVALX (895M). BVALX pays higher dividends than VEVYX: BVALX (2.11) vs VEVYX (1.12). BVALX was incepted earlier than VEVYX: BVALX (9 years) vs VEVYX (14 years). VEVYX (0.66) is less costly to investors than BVALX (0.55). VEVYX is a more actively managed with annual turnover of: 45.00 vs. BVALX (27.00). BVALX (1000000) and VEVYX (1000000) have matching initial minimum investment requirements. BVALX annual gain was more profitable for investors over the last year : 17.95 vs. VEVYX (12.89). BVALX return over 5 years is better than : 29.56 vs. VEVYX (9.72).
| BVALX | VEVYX | BVALX / VEVYX | |
| Total Expense Ratio | 0.55 | 0.66 | 83% |
| Annual Report Gross Expense Ratio | 0.55 | 0.66 | 83% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 18.539 | 16.025 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 895M | 15.1B | 6% |
| Annual Yield % from dividends | 2.11 | 1.12 | 189% |
| Returns for 1 year | 17.95 | 12.89 | 139% |
| Returns for 3 years | 37.87 | 18.59 | 204% |
| Returns for 5 years | 29.56 | 9.72 | 304% |
| Returns for 10 years | N/A | 68.09 | - |
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