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BVEFX vs VVIAX
BVEFX vs VVIAX Comparison
Open Charts BVEFX vs VVIAX
Becker Value Equity Retail
Price$20.23
Change-$0.27 (-1.32%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.30
Change-$0.84 (-1.27%)
VolumeN/A
CapitalizationN/A
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BVEFX vs VVIAX Comparison Chart
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BVEFX vs. VVIAX commentary
Sep 08, 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 Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. BVEFX (94.3M). 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 : 19.30 vs. BVEFX (7.46). VVIAX return over 5 years is better than : 53.51 vs. BVEFX (26.32).
| 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 | 13.072 | 13.506 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.3M | 183B | 0% |
| Annual Yield % from dividends | 1.39 | 2.36 | 59% |
| Returns for 1 year | 7.46 | 19.30 | 39% |
| Returns for 3 years | -10.73 | 19.68 | -55% |
| Returns for 5 years | 26.32 | 53.51 | 49% |
| Returns for 10 years | 16.98 | 107.57 | 16% |
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