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BASVX vs VIVAX
BASVX vs VIVAX Comparison
Open Charts BASVX vs VIVAX
Brown Advisory Sustainable Val Inst
Price$14.75
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets181.94M
Vanguard Value Index I
Price$75.27
Change+$0.37 (+0.49%)
VolumeN/A
Net Assets215.53B
BASVX vs VIVAX Comparison Chart in %
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BASVX vs. VIVAX commentary
Dec 26, 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 VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 216B vs. BASVX (182M). VIVAX pays higher dividends than BASVX: VIVAX (1.93) vs BASVX (0.85). 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). BASVX annual gain was more profitable for investors over the last year : 14.56 vs. VIVAX (12.66).
| 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 | 15.959 | 14.025 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 182M | 216B | 0% |
| Annual Yield % from dividends | 0.85 | 1.93 | 44% |
| Returns for 1 year | 14.56 | 12.66 | 115% |
| Returns for 3 years | N/A | 37.81 | - |
| Returns for 5 years | N/A | 64.99 | - |
| Returns for 10 years | 54.09 | 134.86 | 40% |
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