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BEGIX vs VVIAX
BEGIX vs VVIAX Comparison
Open Charts BEGIX vs VVIAX
Sterling Capital Equity Income Instl
Price$22.30
Change-$0.22 (-0.98%)
VolumeN/A
Net Assets1.12B
Vanguard Value Index Adm
Price$71.19
Change-$0.24 (-0.34%)
VolumeN/A
Net Assets202.84B
BEGIX vs VVIAX Comparison Chart in %
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BEGIX vs. VVIAX commentary
Sep 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 203B vs. BEGIX (1.12B). VVIAX pays higher dividends than BEGIX: VVIAX (2.10) vs BEGIX (1.25). BEGIX was incepted earlier than VVIAX: BEGIX (21 years) vs VVIAX (25 years). BEGIX (0.83) is less costly to investors than VVIAX (0.05). BEGIX is a more actively managed with annual turnover of: 41.82 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than BEGIX: VVIAX (3000) vs BEGIX (1000000). VVIAX annual gain was more profitable for investors over the last year : 7.74 vs. BEGIX (-19.94). VVIAX return over 5 years is better than : 70.16 vs. BEGIX (17.11).
| BEGIX | VVIAX | BEGIX / VVIAX | |
| Total Expense Ratio | 0.83 | 0.05 | 1,660% |
| Annual Report Gross Expense Ratio | 0.83 | 0.05 | 1,660% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 2.907 | 7.850 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 203B | 1% |
| Annual Yield % from dividends | 1.25 | 2.10 | 59% |
| Returns for 1 year | -19.94 | 7.74 | -258% |
| Returns for 3 years | -10.99 | 36.61 | -30% |
| Returns for 5 years | 17.11 | 70.16 | 24% |
| Returns for 10 years | 48.14 | 131.61 | 37% |
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