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BVEIX vs VVIAX
BVEIX vs VVIAX Comparison
Open Charts BVEIX vs VVIAX
Becker Value Equity Institutional
Price$19.84
Change-$0.53 (-2.60%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
BVEIX vs VVIAX Comparison Chart
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BVEIX vs. VVIAX commentary
Dec 19, 2024
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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. BVEIX (98.2M). VVIAX pays higher dividends than BVEIX: VVIAX (2.36) vs BVEIX (1.33). BVEIX was incepted earlier than VVIAX: BVEIX (13 years) vs VVIAX (24 years). BVEIX is a more actively managed with annual turnover of: 31.00 vs. VVIAX (10.00). 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 : 16.45 vs. BVEIX (13.69). VVIAX return over 5 years is better than : 44.62 vs. BVEIX (16.96).
| BVEIX | VVIAX | BVEIX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 12.942 | 16.051 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.2M | 195B | 0% |
| Annual Yield % from dividends | 1.33 | 2.36 | 57% |
| Returns for 1 year | 13.69 | 16.45 | 83% |
| Returns for 3 years | -1.20 | 20.49 | -6% |
| Returns for 5 years | 16.96 | 44.62 | 38% |
| Returns for 10 years | 21.88 | 104.84 | 21% |
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