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BVEFX vs VVIAX
BVEFX vs VVIAX Comparison
Open Charts BVEFX vs VVIAX
Becker Value Equity Retail
Price$20.21
Change-$0.05 (-0.25%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.61
Change-$0.41 (-0.60%)
VolumeN/A
CapitalizationN/A
BVEFX vs VVIAX Comparison Chart
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BVEFX vs. VVIAX commentary
Dec 18, 2024
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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. BVEFX (98.4M). VVIAX pays higher dividends than BVEFX: VVIAX (2.36) vs BVEFX (1.39). BVEFX was incepted earlier than VVIAX: BVEFX (21 years) vs VVIAX (24 years). BVEFX is a more actively managed with annual turnover of: 31.00 vs. VVIAX (10.00). BVEFX has a lower initial minimum investment than VVIAX: BVEFX (2500) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 16.45 vs. BVEFX (13.54). VVIAX return over 5 years is better than : 44.62 vs. BVEFX (16.19).
| BVEFX | VVIAX | BVEFX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 12.788 | 16.051 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.4M | 195B | 0% |
| Annual Yield % from dividends | 1.39 | 2.36 | 59% |
| Returns for 1 year | 13.54 | 16.45 | 82% |
| Returns for 3 years | -1.65 | 20.49 | -8% |
| Returns for 5 years | 16.19 | 44.62 | 36% |
| Returns for 10 years | 20.72 | 104.84 | 20% |
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