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BASVX vs VIVAX
BASVX vs VIVAX Comparison
Open Charts BASVX vs VIVAX
Brown Advisory Sustainable Val Inst
Price$14.64
Change+$0.33 (+2.31%)
VolumeN/A
Net Assets184.59M
Vanguard Value Index I
Price$79.00
Change+$6.39 (+8.80%)
VolumeN/A
Net Assets217.68B
BASVX vs VIVAX Comparison Chart in %
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BASVX vs. VIVAX commentary
Feb 04, 2026
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 Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 218B vs. BASVX (185M). VIVAX pays higher dividends than BASVX: VIVAX (1.84) vs BASVX (1.05). BASVX was incepted earlier than VIVAX: BASVX (3 years) vs VIVAX (33 years). BASVX (0.77) is less costly to investors than VIVAX (0.17). BASVX is a more actively managed with annual turnover of: 29.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than BASVX: VIVAX (3000) vs BASVX (1000000). VIVAX annual gain was more profitable for investors over the last year : 15.07 vs. BASVX (11.33).
| BASVX | VIVAX | BASVX / VIVAX | |
| Total Expense Ratio | 0.71 | 0.17 | 418% |
| Annual Report Gross Expense Ratio | 0.77 | 0.17 | 453% |
| Fund Existence | 3 years | 33 years | - |
| Gain YTD | 1.526 | 5.998 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185M | 218B | 0% |
| Annual Yield % from dividends | 1.05 | 1.84 | 57% |
| Returns for 1 year | 11.33 | 15.07 | 75% |
| Returns for 3 years | N/A | 41.03 | - |
| Returns for 5 years | N/A | 66.25 | - |
| Returns for 10 years | 55.86 | 167.20 | 33% |
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