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BVEFX vs VIVAX
BVEFX vs VIVAX Comparison
Open Charts BVEFX vs VIVAX
Becker Value Equity Retail
Price$20.38
Change-$0.23 (-1.12%)
VolumeN/A
Net Assets97.57M
Vanguard Value Index I
Price$68.80
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
BVEFX vs VIVAX Comparison Chart
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BVEFX vs. VIVAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 193B vs. BVEFX (97.6M). 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 : 13.43 vs. BVEFX (10.57). VIVAX return over 5 years is better than : 47.22 vs. BVEFX (17.87).
| 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 | 2.722 | 4.148 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.6M | 193B | 0% |
| Annual Yield % from dividends | 1.39 | 2.25 | 62% |
| Returns for 1 year | 10.57 | 13.43 | 79% |
| Returns for 3 years | 1.59 | 23.92 | 7% |
| Returns for 5 years | 17.87 | 47.22 | 38% |
| Returns for 10 years | 18.91 | 105.56 | 18% |
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