Ad is loading...
BVEFX vs VIVAX
BVEFX vs VIVAX Comparison
Open Charts BVEFX vs VIVAX
Becker Value Equity Retail
Price$20.33
Change+$0.14 (+0.69%)
VolumeN/A
Net Assets97.77M
Vanguard Value Index I
Price$68.17
Change+$0.42 (+0.62%)
VolumeN/A
Net Assets183.52B
BVEFX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BVEFX vs. VIVAX commentary
Jan 19, 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: 184B vs. BVEFX (97.8M). 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 : 18.19 vs. BVEFX (13.65). VIVAX return over 5 years is better than : 44.18 vs. BVEFX (14.65).
| 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 | 2.470 | 3.194 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.8M | 184B | 0% |
| Annual Yield % from dividends | 1.39 | 2.25 | 62% |
| Returns for 1 year | 13.65 | 18.19 | 75% |
| Returns for 3 years | -3.08 | 18.46 | -17% |
| Returns for 5 years | 14.65 | 44.18 | 33% |
| Returns for 10 years | 26.04 | 111.10 | 23% |
View a ticker or compare two or three
VS
VS
Ad is loading...