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BVEFX vs VVIAX
BVEFX vs VVIAX Comparison
Open Charts BVEFX vs VVIAX
Becker Value Equity Retail
Price$21.29
Change-$0.09 (-0.42%)
VolumeN/A
Net Assets96.15M
Vanguard Value Index Adm
Price$68.98
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets195.81B
BVEFX vs VVIAX Comparison Chart in %
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BVEFX vs. VVIAX commentary
Aug 08, 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 Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. BVEFX (96.2M). VVIAX pays higher dividends than BVEFX: VVIAX (2.18) vs BVEFX (1.14). BVEFX was incepted earlier than VVIAX: BVEFX (22 years) vs VVIAX (25 years). BVEFX (1.04) is less costly to investors than VVIAX (0.05). BVEFX is a more actively managed with annual turnover of: 20.00 vs. VVIAX (9.00). BVEFX has a lower initial minimum investment than VVIAX: BVEFX (2500) vs VVIAX (3000). VVIAX (10.51) and BVEFX (10.26) have marching annual gain over last year. VVIAX return over 5 years is better than : 67.40 vs. BVEFX (34.22).
| BVEFX | VVIAX | BVEFX / VVIAX | |
| Total Expense Ratio | 0.78 | 0.05 | 1,560% |
| Annual Report Gross Expense Ratio | 1.04 | 0.05 | 2,080% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 7.762 | 4.608 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.2M | 196B | 0% |
| Annual Yield % from dividends | 1.14 | 2.18 | 53% |
| Returns for 1 year | 10.26 | 10.51 | 98% |
| Returns for 3 years | 10.54 | 28.85 | 37% |
| Returns for 5 years | 34.22 | 67.40 | 51% |
| Returns for 10 years | 29.70 | 109.93 | 27% |
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