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BVALX vs VIVAX
BVALX vs VIVAX Comparison
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BVALX vs VIVAX Comparison Chart in %
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BVALX vs. VIVAX commentary
Jul 15, 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 VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 254B vs. BVALX (874M). BVALX pays higher dividends than VIVAX: BVALX (2.16) vs VIVAX (1.75). BVALX was incepted earlier than VIVAX: BVALX (8 years) vs VIVAX (34 years). BVALX (0.55) is less costly to investors than VIVAX (0.17). BVALX is a more actively managed with annual turnover of: 27.00 vs. VIVAX (8.00). VIVAX has a lower initial minimum investment than BVALX: VIVAX (0) vs BVALX (1000000). VIVAX annual gain was more profitable for investors over the last year : 23.03 vs. BVALX (13.80). VIVAX return over 5 years is better than : 59.38 vs. BVALX (21.80).
| BVALX | VIVAX | BVALX / VIVAX | |
| Total Expense Ratio | 0.55 | 0.17 | 324% |
| Annual Report Gross Expense Ratio | 0.55 | 0.17 | 324% |
| Fund Existence | 8 years | 34 years | - |
| Gain YTD | 12.612 | 14.786 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 874M | 254B | 0% |
| Annual Yield % from dividends | 2.16 | 1.75 | 123% |
| Returns for 1 year | 13.80 | 23.03 | 60% |
| Returns for 3 years | 24.29 | 53.87 | 45% |
| Returns for 5 years | 21.80 | 59.38 | 37% |
| Returns for 10 years | N/A | 151.61 | - |
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