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BVEFX vs VIVAX
BVEFX vs VIVAX Comparison
Open Charts BVEFX vs VIVAX
Becker Value Equity Retail
Price$21.15
Change+$0.15 (+0.71%)
VolumeN/A
Net Assets96.06M
Vanguard Value Index I
Price$68.95
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets188.77B
BVEFX vs VIVAX Comparison Chart in %
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BVEFX vs. VIVAX commentary
Jun 30, 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: 189B vs. BVEFX (96.1M). VIVAX pays higher dividends than BVEFX: VIVAX (2.16) vs BVEFX (1.20). 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 : 10.56 vs. BVEFX (7.91). VIVAX return over 5 years is better than : 82.89 vs. BVEFX (45.18).
| 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 | 6.603 | 4.402 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.1M | 189B | 0% |
| Annual Yield % from dividends | 1.20 | 2.16 | 56% |
| Returns for 1 year | 7.91 | 10.56 | 75% |
| Returns for 3 years | 13.64 | 33.24 | 41% |
| Returns for 5 years | 45.18 | 82.89 | 55% |
| Returns for 10 years | 25.94 | 112.46 | 23% |
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