Interact to see
Advertisement
Advertisement
BASVX vs VIVIX
BASVX vs VIVIX Comparison
Open Charts BASVX vs VIVIX
Brown Advisory Sustainable Val Inst
Price$13.84
Change+$0.08 (+0.58%)
VolumeN/A
Net Assets160.88M
Vanguard Value Index I
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
BASVX vs VIVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BASVX vs. VIVIX commentary
Jul 07, 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 Buy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. BASVX (161M). VIVIX pays higher dividends than BASVX: VIVIX (2.19) vs BASVX (0.91). BASVX was incepted earlier than VIVIX: BASVX (2 years) vs VIVIX (27 years). BASVX (0.82) is less costly to investors than VIVIX (0.04). BASVX is a more actively managed with annual turnover of: 37.00 vs. VIVIX (9.00). BASVX has a lower initial minimum investment than VIVIX: BASVX (1000000) vs VIVIX (5000000). BASVX annual gain was more profitable for investors over the last year : 13.80 vs. VIVIX (12.05).
| BASVX | VIVIX | BASVX / VIVIX | |
| Total Expense Ratio | 0.71 | 0.04 | 1,775% |
| Annual Report Gross Expense Ratio | 0.82 | 0.04 | 2,050% |
| Fund Existence | 2 years | 27 years | - |
| Gain YTD | 8.805 | 6.215 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161M | 189B | 0% |
| Annual Yield % from dividends | 0.91 | 2.19 | 41% |
| Returns for 1 year | 13.80 | 12.05 | 115% |
| Returns for 3 years | N/A | 35.17 | - |
| Returns for 5 years | N/A | 80.14 | - |
| Returns for 10 years | 41.64 | 115.68 | 36% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers