Interact to see
Advertisement
Advertisement
BEGIX vs VIVAX
BEGIX vs VIVAX Comparison
Open Charts BEGIX vs VIVAX
Sterling Capital Equity Income Instl
Price$22.28
Change+$0.10 (+0.45%)
VolumeN/A
Net Assets1.25B
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
BEGIX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BEGIX vs. VIVAX commentary
Jul 07, 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 BEGIX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. BEGIX (1.25B). VIVAX pays higher dividends than BEGIX: VIVAX (2.06) vs BEGIX (1.27). BEGIX was incepted earlier than VIVAX: BEGIX (21 years) vs VIVAX (33 years). BEGIX (0.83) is less costly to investors than VIVAX (0.17). BEGIX is a more actively managed with annual turnover of: 39.43 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than BEGIX: VIVAX (3000) vs BEGIX (1000000). VIVAX annual gain was more profitable for investors over the last year : 12.04 vs. BEGIX (-16.31). VIVAX return over 5 years is better than : 80.14 vs. BEGIX (26.07).
| BEGIX | VIVAX | BEGIX / VIVAX | |
| Total Expense Ratio | 0.83 | 0.17 | 488% |
| Annual Report Gross Expense Ratio | 0.83 | 0.17 | 488% |
| Fund Existence | 21 years | 33 years | - |
| Gain YTD | 2.814 | 6.209 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 189B | 1% |
| Annual Yield % from dividends | 1.27 | 2.06 | 61% |
| Returns for 1 year | -16.31 | 12.04 | -135% |
| Returns for 3 years | -10.60 | 35.16 | -30% |
| Returns for 5 years | 26.07 | 80.14 | 33% |
| Returns for 10 years | 40.77 | 115.74 | 35% |