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BVALX vs VIVIX
BVALX vs VIVIX Comparison
Open Charts BVALX vs VIVIX
BVALX vs VIVIX Comparison Chart in %
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BVALX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 256B vs. BVALX (895M). BVALX pays higher dividends than VIVIX: BVALX (2.11) vs VIVIX (1.86). BVALX was incepted earlier than VIVIX: BVALX (9 years) vs VIVIX (28 years). BVALX (0.55) is less costly to investors than VIVIX (0.03). BVALX is a more actively managed with annual turnover of: 27.00 vs. VIVIX (8.00). BVALX has a lower initial minimum investment than VIVIX: BVALX (1000000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 25.14 vs. BVALX (17.95). VIVIX return over 5 years is better than : 61.65 vs. BVALX (29.56).
| BVALX | VIVIX | BVALX / VIVIX | |
| Total Expense Ratio | 0.55 | 0.03 | 1,833% |
| Annual Report Gross Expense Ratio | 0.55 | 0.03 | 1,833% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 18.539 | 18.508 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 895M | 256B | 0% |
| Annual Yield % from dividends | 2.11 | 1.86 | 113% |
| Returns for 1 year | 17.95 | 25.14 | 71% |
| Returns for 3 years | 37.87 | 60.57 | 63% |
| Returns for 5 years | 29.56 | 61.65 | 48% |
| Returns for 10 years | N/A | 157.70 | - |
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