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BVEFX vs VIVAX
BVEFX vs VIVAX Comparison
Open Charts BVEFX vs VIVAX
Becker Value Equity Retail
Price$22.17
Change+$0.20 (+0.91%)
VolumeN/A
Net Assets99.22M
Vanguard Value Index I
Price$72.78
Change+$0.60 (+0.83%)
VolumeN/A
Net Assets202.84B
BVEFX vs VIVAX Comparison Chart in %
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BVEFX vs. VIVAX commentary
Sep 29, 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 BVEFX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. BVEFX (99.2M). VIVAX pays higher dividends than BVEFX: VIVAX (1.99) vs BVEFX (1.12). BVEFX was incepted earlier than VIVAX: BVEFX (22 years) vs VIVAX (33 years). BVEFX (1.04) is less costly to investors than VIVAX (0.17). BVEFX is a more actively managed with annual turnover of: 20.00 vs. VIVAX (9.00). BVEFX has a lower initial minimum investment than VIVAX: BVEFX (2500) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 7.64 vs. BVEFX (6.41). VIVAX return over 5 years is better than : 81.78 vs. BVEFX (44.45).
| BVEFX | VIVAX | BVEFX / VIVAX | |
| Total Expense Ratio | 0.78 | 0.17 | 459% |
| Annual Report Gross Expense Ratio | 1.04 | 0.17 | 612% |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | 11.744 | 10.222 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 99.2M | 203B | 0% |
| Annual Yield % from dividends | 1.12 | 1.99 | 56% |
| Returns for 1 year | 6.41 | 7.64 | 84% |
| Returns for 3 years | 27.60 | 50.22 | 55% |
| Returns for 5 years | 44.45 | 81.78 | 54% |
| Returns for 10 years | 50.87 | 147.68 | 34% |
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