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BVALX vs VVIAX
BVALX vs VVIAX Comparison
Open Charts BVALX vs VVIAX
BVALX vs VVIAX Comparison Chart in %
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BVALX vs. VVIAX commentary
Aug 03, 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 254B vs. BVALX (870M). BVALX pays higher dividends than VVIAX: BVALX (2.11) vs VVIAX (1.85). BVALX was incepted earlier than VVIAX: BVALX (8 years) vs VVIAX (26 years). BVALX (0.55) is less costly to investors than VVIAX (0.05). BVALX is a more actively managed with annual turnover of: 27.00 vs. VVIAX (8.00). VVIAX has a lower initial minimum investment than BVALX: VVIAX (3000) vs BVALX (1000000). VVIAX annual gain was more profitable for investors over the last year : 24.28 vs. BVALX (17.54). VVIAX return over 5 years is better than : 58.89 vs. BVALX (24.36).
| BVALX | VVIAX | BVALX / VVIAX | |
| Total Expense Ratio | 0.55 | 0.05 | 1,100% |
| Annual Report Gross Expense Ratio | 0.55 | 0.05 | 1,100% |
| Fund Existence | 8 years | 26 years | - |
| Gain YTD | 13.784 | 15.125 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 870M | 254B | 0% |
| Annual Yield % from dividends | 2.11 | 1.85 | 114% |
| Returns for 1 year | 17.54 | 24.28 | 72% |
| Returns for 3 years | 25.50 | 50.26 | 51% |
| Returns for 5 years | 24.36 | 58.89 | 41% |
| Returns for 10 years | N/A | 154.94 | - |
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