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BVEFX vs VIVAX
BVEFX vs VIVAX Comparison
Open Charts BVEFX vs VIVAX
Becker Value Equity Retail
Price$21.60
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets97.1M
Vanguard Value Index I
Price$70.34
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets195.81B
BVEFX vs VIVAX Comparison Chart in %
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BVEFX vs. VIVAX commentary
Aug 19, 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: 196B vs. BVEFX (97.1M). VIVAX pays higher dividends than BVEFX: VIVAX (2.06) vs BVEFX (1.14). 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 : 7.60 vs. BVEFX (6.92). VIVAX return over 5 years is better than : 70.21 vs. BVEFX (35.76).
| 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 | 8.871 | 6.527 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.1M | 196B | 0% |
| Annual Yield % from dividends | 1.14 | 2.06 | 56% |
| Returns for 1 year | 6.92 | 7.60 | 91% |
| Returns for 3 years | 9.26 | 27.03 | 34% |
| Returns for 5 years | 35.76 | 70.21 | 51% |
| Returns for 10 years | 40.31 | 127.48 | 32% |
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