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BVEFX vs VVIAX
BVEFX vs VVIAX Comparison
Open Charts BVEFX vs VVIAX
Becker Value Equity Retail
Price$21.15
Change+$0.15 (+0.71%)
VolumeN/A
Net Assets96.06M
Vanguard Value Index Adm
Price$68.94
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets188.77B
BVEFX vs VVIAX Comparison Chart in %
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BVEFX vs. VVIAX commentary
Jun 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: 189B vs. BVEFX (96.1M). VVIAX pays higher dividends than BVEFX: VVIAX (2.28) vs BVEFX (1.20). 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 annual gain was more profitable for investors over the last year : 10.60 vs. BVEFX (7.91). VVIAX return over 5 years is better than : 82.93 vs. BVEFX (45.18).
| 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 | 6.603 | 4.420 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.1M | 189B | 0% |
| Annual Yield % from dividends | 1.20 | 2.28 | 53% |
| Returns for 1 year | 7.91 | 10.60 | 75% |
| Returns for 3 years | 13.64 | 33.29 | 41% |
| Returns for 5 years | 45.18 | 82.93 | 54% |
| Returns for 10 years | 25.94 | 112.45 | 23% |
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