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BVEFX vs VVIAX
BVEFX vs VVIAX Comparison
Open Charts BVEFX vs VVIAX
Becker Value Equity Retail
Price$21.77
Change+$0.09 (+0.42%)
VolumeN/A
Net Assets98.11M
Vanguard Value Index Adm
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
BVEFX vs VVIAX Comparison Chart in %
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BVEFX vs. VVIAX commentary
Jul 28, 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: 195B vs. BVEFX (98.1M). 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). BVEFX (10.13) and VVIAX (9.75) have marching annual gain over last year. VVIAX return over 5 years is better than : 74.87 vs. BVEFX (39.88).
| 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 | 9.728 | 6.714 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.1M | 195B | 0% |
| Annual Yield % from dividends | 1.15 | 2.18 | 53% |
| Returns for 1 year | 10.13 | 9.75 | 104% |
| Returns for 3 years | 16.85 | 34.32 | 49% |
| Returns for 5 years | 39.88 | 74.87 | 53% |
| Returns for 10 years | 31.86 | 116.26 | 27% |
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