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BVEFX vs VIVAX
BVEFX vs VIVAX Comparison
Open Charts BVEFX vs VIVAX
Becker Value Equity Retail
Price$20.21
Change-$0.05 (-0.25%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.61
Change-$0.42 (-0.62%)
VolumeN/A
CapitalizationN/A
BVEFX vs VIVAX Comparison Chart
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BVEFX vs. VIVAX commentary
Dec 18, 2024
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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. BVEFX (98.4M). 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 : 16.42 vs. BVEFX (13.54). VIVAX return over 5 years is better than : 44.64 vs. BVEFX (16.19).
| 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 | 12.788 | 16.008 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.4M | 195B | 0% |
| Annual Yield % from dividends | 1.39 | 2.25 | 62% |
| Returns for 1 year | 13.54 | 16.42 | 82% |
| Returns for 3 years | -1.65 | 20.48 | -8% |
| Returns for 5 years | 16.19 | 44.64 | 36% |
| Returns for 10 years | 20.72 | 104.82 | 20% |
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