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BVEFX vs VIVAX
BVEFX vs VIVAX Comparison
Open Charts BVEFX vs VIVAX
Becker Value Equity Retail
Price$20.36
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets93.7M
Vanguard Value Index I
Price$66.61
Change-$0.31 (-0.46%)
VolumeN/A
Net Assets183.65B
BVEFX vs VIVAX Comparison Chart
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BVEFX vs. VIVAX commentary
May 14, 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: 184B vs. BVEFX (93.7M). VIVAX pays higher dividends than BVEFX: VIVAX (2.22) vs BVEFX (1.24). 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 annual gain was more profitable for investors over the last year : 6.45 vs. BVEFX (3.51). VIVAX return over 5 years is better than : 82.18 vs. BVEFX (47.14).
| 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 | 2.823 | 1.328 | 212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.7M | 184B | 0% |
| Annual Yield % from dividends | 1.24 | 2.22 | 56% |
| Returns for 1 year | 3.51 | 6.45 | 54% |
| Returns for 3 years | 4.95 | 22.66 | 22% |
| Returns for 5 years | 47.14 | 82.18 | 57% |
| Returns for 10 years | 17.33 | 99.28 | 17% |
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