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BVEFX vs VVIAX
BVEFX vs VVIAX Comparison
Open Charts BVEFX vs VVIAX
Becker Value Equity Retail
Price$20.33
Change+$0.14 (+0.69%)
VolumeN/A
Net Assets97.77M
Vanguard Value Index Adm
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
BVEFX vs VVIAX Comparison Chart
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BVEFX vs. VVIAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. BVEFX (97.8M). 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 : 18.18 vs. BVEFX (13.65). VVIAX return over 5 years is better than : 44.18 vs. BVEFX (14.65).
| 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 | 2.470 | 3.195 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.8M | 184B | 0% |
| Annual Yield % from dividends | 1.39 | 2.36 | 59% |
| Returns for 1 year | 13.65 | 18.18 | 75% |
| Returns for 3 years | -3.08 | 18.46 | -17% |
| Returns for 5 years | 14.65 | 44.18 | 33% |
| Returns for 10 years | 26.04 | 111.13 | 23% |
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