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BVEFX vs VIVIX
BVEFX vs VIVIX Comparison
Open Charts BVEFX vs VIVIX
Becker Value Equity Retail
Price$19.07
Change+$0.34 (+1.82%)
VolumeN/A
Net Assets87.43M
Vanguard Value Index I
Price$63.18
Change+$0.94 (+1.51%)
VolumeN/A
Net Assets190.51B
BVEFX vs VIVIX Comparison Chart
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BVEFX vs. VIVIX commentary
Apr 12, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. BVEFX (87.4M). VIVIX pays higher dividends than BVEFX: VIVIX (2.27) vs BVEFX (1.21). BVEFX was incepted earlier than VIVIX: BVEFX (21 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 (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 : 0.71 vs. BVEFX (-1.71). VIVIX return over 5 years is better than : 64.28 vs. BVEFX (30.24).
| 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 | 21 years | 27 years | - |
| Gain YTD | -5.595 | -5.714 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.4M | 191B | 0% |
| Annual Yield % from dividends | 1.21 | 2.27 | 53% |
| Returns for 1 year | -1.71 | 0.71 | -241% |
| Returns for 3 years | -9.70 | 8.12 | -120% |
| Returns for 5 years | 30.24 | 64.28 | 47% |
| Returns for 10 years | 9.56 | 88.62 | 11% |
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