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BVEFX vs VIVAX
BVEFX vs VIVAX Comparison
Open Charts BVEFX vs VIVAX
Becker Value Equity Retail
Price$19.07
Change+$0.34 (+1.82%)
VolumeN/A
Net Assets87.43M
Vanguard Value Index I
Price$63.21
Change+$0.94 (+1.51%)
VolumeN/A
Net Assets190.51B
BVEFX vs VIVAX Comparison Chart
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BVEFX vs. VIVAX commentary
Apr 12, 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. BVEFX (87.4M). VIVAX pays higher dividends than BVEFX: VIVAX (2.14) vs BVEFX (1.21). BVEFX was incepted earlier than VIVAX: BVEFX (21 years) vs VIVAX (32 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 (10.00). BVEFX has a lower initial minimum investment than VIVAX: BVEFX (2500) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 0.72 vs. BVEFX (-1.71). VIVAX return over 5 years is better than : 64.30 vs. BVEFX (30.24).
| BVEFX | VIVAX | BVEFX / VIVAX | |
| Total Expense Ratio | 0.78 | 0.17 | 459% |
| Annual Report Gross Expense Ratio | 1.04 | 0.17 | 612% |
| Fund Existence | 21 years | 32 years | - |
| Gain YTD | -5.595 | -5.712 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.4M | 191B | 0% |
| Annual Yield % from dividends | 1.21 | 2.14 | 56% |
| Returns for 1 year | -1.71 | 0.72 | -238% |
| Returns for 3 years | -9.70 | 8.14 | -119% |
| Returns for 5 years | 30.24 | 64.30 | 47% |
| Returns for 10 years | 9.56 | 88.68 | 11% |
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