Interact to see
Advertisement
Advertisement
BVEFX vs VIVIX
BVEFX vs VIVIX Comparison
Open Charts BVEFX vs VIVIX
Becker Value Equity Retail
Price$21.15
Change+$0.15 (+0.71%)
VolumeN/A
Net Assets96.06M
Vanguard Value Index I
Price$68.94
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets188.77B
BVEFX vs VIVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BVEFX vs. VIVIX commentary
Jun 30, 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: 189B vs. BVEFX (96.1M). VIVIX pays higher dividends than BVEFX: VIVIX (2.29) vs BVEFX (1.20). 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 : 10.60 vs. BVEFX (7.91). VIVIX return over 5 years is better than : 82.93 vs. BVEFX (45.18).
| 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 | 6.603 | 4.436 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.1M | 189B | 0% |
| Annual Yield % from dividends | 1.20 | 2.29 | 52% |
| Returns for 1 year | 7.91 | 10.60 | 75% |
| Returns for 3 years | 13.64 | 33.29 | 41% |
| Returns for 5 years | 45.18 | 82.93 | 54% |
| Returns for 10 years | 25.94 | 112.46 | 23% |