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BVEIX vs VIVAX
BVEIX vs VIVAX Comparison
Open Charts BVEIX vs VIVAX
Becker Value Equity Institutional
Price$21.47
Change-$0.09 (-0.42%)
VolumeN/A
Net Assets96.15M
Vanguard Value Index I
Price$69.00
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets195.81B
BVEIX vs VIVAX Comparison Chart in %
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BVEIX vs. VIVAX commentary
Aug 08, 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 BVEIX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. BVEIX (96.2M). VIVAX pays higher dividends than BVEIX: VIVAX (2.06) vs BVEIX (1.15). BVEIX was incepted earlier than VIVAX: BVEIX (14 years) vs VIVAX (33 years). BVEIX (0.94) is less costly to investors than VIVAX (0.17). BVEIX is a more actively managed with annual turnover of: 20.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than BVEIX: VIVAX (3000) vs BVEIX (100000). VIVAX (10.52) and BVEIX (10.41) have marching annual gain over last year. VIVAX return over 5 years is better than : 67.38 vs. BVEIX (35.14).
| BVEIX | VIVAX | BVEIX / VIVAX | |
| Total Expense Ratio | 0.68 | 0.17 | 400% |
| Annual Report Gross Expense Ratio | 0.94 | 0.17 | 553% |
| Fund Existence | 14 years | 33 years | - |
| Gain YTD | 7.854 | 4.604 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.2M | 196B | 0% |
| Annual Yield % from dividends | 1.15 | 2.06 | 56% |
| Returns for 1 year | 10.41 | 10.52 | 99% |
| Returns for 3 years | 10.97 | 28.85 | 38% |
| Returns for 5 years | 35.14 | 67.38 | 52% |
| Returns for 10 years | 30.86 | 109.96 | 28% |