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BVEFX vs VVIAX
BVEFX vs VVIAX Comparison
Open Charts BVEFX vs VVIAX
Becker Value Equity Retail
Price$21.94
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets98.1M
Vanguard Value Index Adm
Price$71.45
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets195.81B
BVEFX vs VVIAX Comparison Chart in %
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BVEFX vs. VVIAX commentary
Aug 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. BVEFX (98.1M). 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). BVEFX (7.19) and VVIAX (7.11) have marching annual gain over last year. VVIAX return over 5 years is better than : 69.18 vs. BVEFX (35.51).
| 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 | 10.534 | 8.228 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.1M | 196B | 0% |
| Annual Yield % from dividends | 1.14 | 2.18 | 53% |
| Returns for 1 year | 7.19 | 7.11 | 101% |
| Returns for 3 years | 15.01 | 35.05 | 43% |
| Returns for 5 years | 35.51 | 69.18 | 51% |
| Returns for 10 years | 42.62 | 138.77 | 31% |
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