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BVEIX vs VVIAX
BVEIX vs VVIAX Comparison
Open Charts BVEIX vs VVIAX
Becker Value Equity Institutional
Price$20.16
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets92.82M
Vanguard Value Index Adm
Price$65.57
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
BVEIX vs VVIAX Comparison Chart
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BVEIX vs. VVIAX commentary
May 10, 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 Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. BVEIX (92.8M). VVIAX pays higher dividends than BVEIX: VVIAX (2.34) vs BVEIX (1.24). BVEIX was incepted earlier than VVIAX: BVEIX (14 years) vs VVIAX (25 years). BVEIX (0.94) is less costly to investors than VVIAX (0.05). BVEIX is a more actively managed with annual turnover of: 20.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than BVEIX: VVIAX (3000) vs BVEIX (100000). VVIAX annual gain was more profitable for investors over the last year : 4.70 vs. BVEIX (1.74). VVIAX return over 5 years is better than : 72.85 vs. BVEIX (39.72).
| BVEIX | VVIAX | BVEIX / VVIAX | |
| Total Expense Ratio | 0.68 | 0.05 | 1,360% |
| Annual Report Gross Expense Ratio | 0.94 | 0.05 | 1,880% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 0.700 | -0.578 | -121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.8M | 184B | 0% |
| Annual Yield % from dividends | 1.24 | 2.34 | 53% |
| Returns for 1 year | 1.74 | 4.70 | 37% |
| Returns for 3 years | 4.13 | 21.54 | 19% |
| Returns for 5 years | 39.72 | 72.85 | 55% |
| Returns for 10 years | 17.23 | 97.55 | 18% |
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