Interact to see
Advertisement
Advertisement
BVEFX vs VVIAX
BVEFX vs VVIAX Comparison
Open Charts BVEFX vs VVIAX
Becker Value Equity Retail
Price$21.54
Change+$0.13 (+0.61%)
VolumeN/A
Net Assets97.23M
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
BVEFX vs VVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BVEFX vs. VVIAX 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 BVEFX is a StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. BVEFX (97.2M). VVIAX pays higher dividends than BVEFX: VVIAX (2.18) vs BVEFX (1.15). BVEFX was incepted earlier than VVIAX: BVEFX (22 years) vs VVIAX (25 years). BVEFX (1.04) is less costly to investors than VVIAX (0.05). BVEFX is a more actively managed with annual turnover of: 20.00 vs. VVIAX (9.00). BVEFX has a lower initial minimum investment than VVIAX: BVEFX (2500) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 12.03 vs. BVEFX (9.79). VVIAX return over 5 years is better than : 80.13 vs. BVEFX (43.60).
| BVEFX | VVIAX | BVEFX / VVIAX | |
| Total Expense Ratio | 0.78 | 0.05 | 1,560% |
| Annual Report Gross Expense Ratio | 1.04 | 0.05 | 2,080% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 8.569 | 6.198 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.2M | 189B | 0% |
| Annual Yield % from dividends | 1.15 | 2.18 | 53% |
| Returns for 1 year | 9.79 | 12.03 | 81% |
| Returns for 3 years | 12.42 | 35.17 | 35% |
| Returns for 5 years | 43.60 | 80.13 | 54% |
| Returns for 10 years | 28.47 | 115.67 | 25% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers