Ad is loading...
BVEFX vs VIVIX
BVEFX vs VIVIX Comparison
Open Charts BVEFX vs VIVIX
Becker Value Equity Retail
Price$20.36
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets93.7M
Vanguard Value Index I
Price$66.60
Change-$0.30 (-0.45%)
VolumeN/A
Net Assets183.65B
BVEFX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BVEFX vs. VIVIX commentary
May 14, 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: 184B vs. BVEFX (93.7M). VIVIX pays higher dividends than BVEFX: VIVIX (2.35) vs BVEFX (1.24). 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 annual gain was more profitable for investors over the last year : 6.46 vs. BVEFX (3.51). VIVIX return over 5 years is better than : 82.20 vs. BVEFX (47.14).
| 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 | 2.823 | 1.346 | 210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.7M | 184B | 0% |
| Annual Yield % from dividends | 1.24 | 2.35 | 53% |
| Returns for 1 year | 3.51 | 6.46 | 54% |
| Returns for 3 years | 4.95 | 22.65 | 22% |
| Returns for 5 years | 47.14 | 82.20 | 57% |
| Returns for 10 years | 17.33 | 99.25 | 17% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| MHF | 7.50 | 0.11 | +1.49% |
| Western Asset Municipal High Income Fund | |||
| QVOY | 24.67 | 0.11 | +0.45% |
| Q3 All-Season Active Rotation ETF | |||
| AVSC | 50.42 | 0.14 | +0.28% |
| Avantis US Small Cap Equity ETF | |||
| BBHY | 45.96 | 0.04 | +0.09% |
| JPMorgan BetaBuilders $ HY Corp Bnd ETF | |||
| KPOP | 13.83 | N/A | N/A |
| JAKOTA K-Pop and Korean Entertainment ETF | |||