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BVEIX vs VVIAX
BVEIX vs VVIAX Comparison
Open Charts BVEIX vs VVIAX
Becker Value Equity Institutional
Price$20.04
Change-$0.26 (-1.28%)
VolumeN/A
Net Assets94.86M
Vanguard Value Index Adm
Price$66.40
Change-$0.82 (-1.22%)
VolumeN/A
Net Assets195.24B
BVEIX vs VVIAX Comparison Chart
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BVEIX vs. VVIAX commentary
Mar 12, 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 VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. BVEIX (94.9M). VVIAX pays higher dividends than BVEIX: VVIAX (2.19) vs BVEIX (1.20). BVEIX was incepted earlier than VVIAX: BVEIX (14 years) vs VVIAX (24 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 (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 : 8.65 vs. BVEIX (7.21). VVIAX return over 5 years is better than : 98.26 vs. BVEIX (58.31).
| 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 | 24 years | - |
| Gain YTD | 1.551 | 1.787 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.9M | 195B | 0% |
| Annual Yield % from dividends | 1.20 | 2.19 | 55% |
| Returns for 1 year | 7.21 | 8.65 | 83% |
| Returns for 3 years | 2.18 | 21.83 | 10% |
| Returns for 5 years | 58.31 | 98.26 | 59% |
| Returns for 10 years | 22.43 | 107.22 | 21% |