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BVEIX vs VVIAX
BVEIX vs VVIAX Comparison
Open Charts BVEIX vs VVIAX
Becker Value Equity Institutional
Price$20.93
Change+$0.23 (+1.11%)
VolumeN/A
Net Assets98.57M
Vanguard Value Index Adm
Price$69.34
Change+$0.72 (+1.05%)
VolumeN/A
Net Assets183.52B
BVEIX vs VVIAX Comparison Chart
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BVEIX vs. VVIAX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. BVEIX (98.6M). 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 : 16.69 vs. BVEIX (13.71). VVIAX return over 5 years is better than : 50.85 vs. BVEIX (21.81).
| 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 | 3.552 | 3.907 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.6M | 184B | 0% |
| Annual Yield % from dividends | 1.33 | 2.36 | 57% |
| Returns for 1 year | 13.71 | 16.69 | 82% |
| Returns for 3 years | -0.17 | 21.04 | -1% |
| Returns for 5 years | 21.81 | 50.85 | 43% |
| Returns for 10 years | 27.28 | 114.24 | 24% |