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BASVX vs DODGX
BASVX vs DODGX Comparison
Open Charts BASVX vs DODGX
Brown Advisory Sustainable Val Inst
Price$14.20
Change-$0.06 (-0.42%)
VolumeN/A
Net Assets174.96M
BASVX vs DODGX Comparison Chart in %
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BASVX vs. DODGX commentary
Nov 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 BASVX is a Hold and DODGX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. BASVX (175M). DODGX pays higher dividends than BASVX: DODGX (1.34) vs BASVX (0.86). BASVX was incepted earlier than DODGX: BASVX (3 years) vs DODGX (61 years). BASVX (0.82) is less costly to investors than DODGX (0.51). BASVX is a more actively managed with annual turnover of: 29.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than BASVX: DODGX (2500) vs BASVX (1000000). BASVX annual gain was more profitable for investors over the last year : 4.56 vs. DODGX (-1.06).
| BASVX | DODGX | BASVX / DODGX | |
| Total Expense Ratio | 0.71 | 0.51 | 139% |
| Annual Report Gross Expense Ratio | 0.82 | 0.51 | 161% |
| Fund Existence | 3 years | 61 years | - |
| Gain YTD | 12.107 | 8.450 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 175M | 119B | 0% |
| Annual Yield % from dividends | 0.86 | 1.34 | 64% |
| Returns for 1 year | 4.56 | -1.06 | -430% |
| Returns for 3 years | N/A | 25.96 | - |
| Returns for 5 years | N/A | 56.28 | - |
| Returns for 10 years | 48.82 | 71.89 | 68% |
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