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BVEFX vs VVIAX
BVEFX vs VVIAX Comparison
Open Charts BVEFX vs VVIAX
Becker Value Equity Retail
Price$19.07
Change+$0.34 (+1.82%)
VolumeN/A
Net Assets87.43M
Vanguard Value Index Adm
Price$63.18
Change+$0.94 (+1.51%)
VolumeN/A
Net Assets190.51B
BVEFX vs VVIAX Comparison Chart
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BVEFX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. BVEFX (87.4M). VVIAX pays higher dividends than BVEFX: VVIAX (2.26) vs BVEFX (1.21). BVEFX was incepted earlier than VVIAX: BVEFX (21 years) vs VVIAX (24 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 (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 : 0.71 vs. BVEFX (-1.71). VVIAX return over 5 years is better than : 64.28 vs. BVEFX (30.24).
| 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 | 21 years | 24 years | - |
| Gain YTD | -5.595 | -5.728 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.4M | 191B | 0% |
| Annual Yield % from dividends | 1.21 | 2.26 | 53% |
| Returns for 1 year | -1.71 | 0.71 | -242% |
| 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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