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BVEFX vs VIVIX
BVEFX vs VIVIX Comparison
Open Charts BVEFX vs VIVIX
Becker Value Equity Retail
Price$20.33
Change+$0.14 (+0.69%)
VolumeN/A
Net Assets97.77M
Vanguard Value Index I
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
BVEFX vs VIVIX Comparison Chart
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BVEFX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. BVEFX (97.8M). VIVIX pays higher dividends than BVEFX: VIVIX (2.37) vs BVEFX (1.39). BVEFX was incepted earlier than VIVIX: BVEFX (21 years) vs VIVIX (27 years). BVEFX is a more actively managed with annual turnover of: 31.00 vs. VIVIX (10.00). BVEFX has a lower initial minimum investment than VIVIX: BVEFX (2500) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 18.21 vs. BVEFX (13.65). VIVIX return over 5 years is better than : 44.19 vs. BVEFX (14.65).
| BVEFX | VIVIX | BVEFX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | 2.470 | 3.211 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.8M | 184B | 0% |
| Annual Yield % from dividends | 1.39 | 2.37 | 59% |
| Returns for 1 year | 13.65 | 18.21 | 75% |
| Returns for 3 years | -3.08 | 18.46 | -17% |
| Returns for 5 years | 14.65 | 44.19 | 33% |
| Returns for 10 years | 26.04 | 111.13 | 23% |
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