Interact to see
Advertisement
Advertisement
BVEFX vs VIVIX
BVEFX vs VIVIX Comparison
Open Charts BVEFX vs VIVIX
Becker Value Equity Retail
Price$21.29
Change-$0.09 (-0.42%)
VolumeN/A
Net Assets96.15M
Vanguard Value Index I
Price$68.98
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets195.81B
BVEFX vs VIVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BVEFX vs. VIVIX commentary
Aug 08, 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 Hold and VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 196B vs. BVEFX (96.2M). VIVIX pays higher dividends than BVEFX: VIVIX (2.19) vs BVEFX (1.14). BVEFX was incepted earlier than VIVIX: BVEFX (22 years) vs VIVIX (27 years). BVEFX (1.04) is less costly to investors than VIVIX (0.04). BVEFX is a more actively managed with annual turnover of: 20.00 vs. VIVIX (9.00). BVEFX has a lower initial minimum investment than VIVIX: BVEFX (2500) vs VIVIX (5000000). VIVIX (10.53) and BVEFX (10.26) have marching annual gain over last year. VIVIX return over 5 years is better than : 67.40 vs. BVEFX (34.22).
| BVEFX | VIVIX | BVEFX / VIVIX | |
| Total Expense Ratio | 0.78 | 0.04 | 1,950% |
| Annual Report Gross Expense Ratio | 1.04 | 0.04 | 2,600% |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | 7.762 | 4.624 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.2M | 196B | 0% |
| Annual Yield % from dividends | 1.14 | 2.19 | 52% |
| Returns for 1 year | 10.26 | 10.53 | 97% |
| Returns for 3 years | 10.54 | 28.85 | 37% |
| Returns for 5 years | 34.22 | 67.40 | 51% |
| Returns for 10 years | 29.70 | 109.93 | 27% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers