Interact to see
Advertisement
Advertisement
BASVX vs DODGX
BASVX vs DODGX Comparison
Open Charts BASVX vs DODGX
Brown Advisory Sustainable Val Inst
Price$13.23
Change-$0.18 (-1.34%)
VolumeN/A
Net Assets163.74M
BASVX vs DODGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BASVX vs. DODGX commentary
Jun 16, 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: 114B vs. BASVX (164M). DODGX pays higher dividends than BASVX: DODGX (1.40) vs BASVX (0.95). BASVX was incepted earlier than DODGX: BASVX (2 years) vs DODGX (60 years). BASVX (0.82) is less costly to investors than DODGX (0.51). BASVX is a more actively managed with annual turnover of: 37.00 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 : 8.17 vs. DODGX (5.93).
| BASVX | DODGX | BASVX / DODGX | |
| Total Expense Ratio | 0.71 | 0.51 | 139% |
| Annual Report Gross Expense Ratio | 0.82 | 0.51 | 161% |
| Fund Existence | 2 years | 60 years | - |
| Gain YTD | 4.009 | 3.642 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164M | 114B | 0% |
| Annual Yield % from dividends | 0.95 | 1.40 | 68% |
| Returns for 1 year | 8.17 | 5.93 | 138% |
| Returns for 3 years | N/A | 28.15 | - |
| Returns for 5 years | N/A | 72.42 | - |
| Returns for 10 years | 34.48 | 53.93 | 64% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement