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BVEFX vs VIVAX
BVEFX vs VIVAX Comparison
Open Charts BVEFX vs VIVAX
Becker Value Equity Retail
Price$22.55
Change+$0.20 (+0.89%)
VolumeN/A
Net Assets100.02M
Vanguard Value Index I
Price$74.32
Change+$0.48 (+0.65%)
VolumeN/A
Net Assets207.95B
BVEFX vs VIVAX Comparison Chart in %
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BVEFX vs. VIVAX commentary
Dec 02, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. BVEFX (100M). VIVAX pays higher dividends than BVEFX: VIVAX (1.93) vs BVEFX (1.09). 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 : 5.16 vs. BVEFX (3.71). VIVAX return over 5 years is better than : 63.44 vs. BVEFX (28.67).
| 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 | 13.659 | 12.586 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100M | 208B | 0% |
| Annual Yield % from dividends | 1.09 | 1.93 | 56% |
| Returns for 1 year | 3.71 | 5.16 | 72% |
| Returns for 3 years | 13.73 | 32.96 | 42% |
| Returns for 5 years | 28.67 | 63.44 | 45% |
| Returns for 10 years | 39.65 | 127.57 | 31% |
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