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BVEFX vs VIVAX
BVEFX vs VIVAX Comparison
Open Charts BVEFX vs VIVAX
Becker Value Equity Retail
Price$21.49
Change-$0.02 (-0.09%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$69.30
Change-$0.08 (-0.12%)
VolumeN/A
CapitalizationN/A
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BVEFX vs VIVAX Comparison Chart
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BVEFX vs. VIVAX commentary
Oct 18, 2024
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 StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 186B vs. BVEFX (99.9M). VIVAX pays higher dividends than BVEFX: VIVAX (2.25) vs BVEFX (1.39). BVEFX was incepted earlier than VIVAX: BVEFX (21 years) vs VIVAX (32 years). BVEFX is a more actively managed with annual turnover of: 31.00 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 : 27.95 vs. BVEFX (15.50). VIVAX return over 5 years is better than : 59.60 vs. BVEFX (31.27).
| BVEFX | VIVAX | BVEFX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 32 years | - |
| Gain YTD | 18.643 | 19.045 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 99.9M | 186B | 0% |
| Annual Yield % from dividends | 1.39 | 2.25 | 62% |
| Returns for 1 year | 15.50 | 27.95 | 55% |
| Returns for 3 years | -5.61 | 26.38 | -21% |
| Returns for 5 years | 31.27 | 59.60 | 52% |
| Returns for 10 years | 30.99 | 130.56 | 24% |
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