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BVEIX vs VIVAX
BVEIX vs VIVAX Comparison
Open Charts BVEIX vs VIVAX
Becker Value Equity Institutional
Price$20.77
Change-$0.20 (-0.95%)
VolumeN/A
Net Assets94.8M
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
BVEIX vs VIVAX Comparison Chart
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BVEIX vs. VIVAX commentary
Jun 15, 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 BVEIX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. BVEIX (94.8M). VIVAX pays higher dividends than BVEIX: VIVAX (2.16) vs BVEIX (1.20). BVEIX was incepted earlier than VIVAX: BVEIX (14 years) vs VIVAX (33 years). BVEIX (0.94) is less costly to investors than VIVAX (0.17). BVEIX is a more actively managed with annual turnover of: 20.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than BVEIX: VIVAX (3000) vs BVEIX (100000). VIVAX annual gain was more profitable for investors over the last year : 8.01 vs. BVEIX (5.72). VIVAX return over 5 years is better than : 72.56 vs. BVEIX (38.92).
| BVEIX | VIVAX | BVEIX / VIVAX | |
| Total Expense Ratio | 0.68 | 0.17 | 400% |
| Annual Report Gross Expense Ratio | 0.94 | 0.17 | 553% |
| Fund Existence | 14 years | 33 years | - |
| Gain YTD | 3.902 | 2.419 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.8M | 189B | 0% |
| Annual Yield % from dividends | 1.20 | 2.16 | 56% |
| Returns for 1 year | 5.72 | 8.01 | 71% |
| Returns for 3 years | 13.80 | 32.20 | 43% |
| Returns for 5 years | 38.92 | 72.56 | 54% |
| Returns for 10 years | 21.45 | 103.54 | 21% |
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