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BASVX vs VIVIX
BASVX vs VIVIX Comparison
Open Charts BASVX vs VIVIX
Brown Advisory Sustainable Val Inst
Price$14.64
Change+$0.33 (+2.31%)
VolumeN/A
Net Assets184.59M
Vanguard Value Index I
Price$78.98
Change+$6.40 (+8.82%)
VolumeN/A
Net Assets217.68B
BASVX vs VIVIX Comparison Chart in %
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BASVX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 218B vs. BASVX (185M). VIVIX pays higher dividends than BASVX: VIVIX (1.96) vs BASVX (1.05). BASVX was incepted earlier than VIVIX: BASVX (3 years) vs VIVIX (28 years). BASVX (0.77) is less costly to investors than VIVIX (0.04). BASVX is a more actively managed with annual turnover of: 29.00 vs. VIVIX (9.00). BASVX has a lower initial minimum investment than VIVIX: BASVX (1000000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 15.08 vs. BASVX (11.33).
| BASVX | VIVIX | BASVX / VIVIX | |
| Total Expense Ratio | 0.71 | 0.04 | 1,775% |
| Annual Report Gross Expense Ratio | 0.77 | 0.04 | 1,925% |
| Fund Existence | 3 years | 28 years | - |
| Gain YTD | 1.526 | 5.999 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185M | 218B | 0% |
| Annual Yield % from dividends | 1.05 | 1.96 | 54% |
| Returns for 1 year | 11.33 | 15.08 | 75% |
| Returns for 3 years | N/A | 41.04 | - |
| Returns for 5 years | N/A | 66.28 | - |
| Returns for 10 years | 55.86 | 167.19 | 33% |
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