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BVEFX vs VIVAX
BVEFX vs VIVAX Comparison
Open Charts BVEFX vs VIVAX
Becker Value Equity Retail
Price$21.29
Change-$0.09 (-0.42%)
VolumeN/A
Net Assets96.15M
Vanguard Value Index I
Price$69.00
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets195.81B
BVEFX vs VIVAX Comparison Chart in %
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BVEFX vs. VIVAX commentary
Aug 08, 2025
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 BVEFX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. BVEFX (96.2M). VIVAX pays higher dividends than BVEFX: VIVAX (2.06) vs BVEFX (1.14). BVEFX was incepted earlier than VIVAX: BVEFX (22 years) vs VIVAX (33 years). BVEFX (1.04) is less costly to investors than VIVAX (0.17). BVEFX is a more actively managed with annual turnover of: 20.00 vs. VIVAX (9.00). BVEFX has a lower initial minimum investment than VIVAX: BVEFX (2500) vs VIVAX (3000). VIVAX (10.52) and BVEFX (10.26) have marching annual gain over last year. VIVAX return over 5 years is better than : 67.38 vs. BVEFX (34.22).
| BVEFX | VIVAX | BVEFX / VIVAX | |
| Total Expense Ratio | 0.78 | 0.17 | 459% |
| Annual Report Gross Expense Ratio | 1.04 | 0.17 | 612% |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | 7.762 | 4.604 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.2M | 196B | 0% |
| Annual Yield % from dividends | 1.14 | 2.06 | 56% |
| Returns for 1 year | 10.26 | 10.52 | 97% |
| Returns for 3 years | 10.54 | 28.85 | 37% |
| Returns for 5 years | 34.22 | 67.38 | 51% |
| Returns for 10 years | 29.70 | 109.96 | 27% |