Interact to see
Advertisement
Advertisement
BASVX vs VVIAX
BASVX vs VVIAX Comparison
Open Charts BASVX vs VVIAX
Brown Advisory Sustainable Val Inst
Price$13.23
Change-$0.18 (-1.34%)
VolumeN/A
Net Assets163.74M
Vanguard Value Index Adm
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
BASVX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BASVX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. BASVX (164M). VVIAX pays higher dividends than BASVX: VVIAX (2.28) vs BASVX (0.95). BASVX was incepted earlier than VVIAX: BASVX (2 years) vs VVIAX (25 years). BASVX (0.82) is less costly to investors than VVIAX (0.05). BASVX is a more actively managed with annual turnover of: 37.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than BASVX: VVIAX (3000) vs BASVX (1000000). BASVX (8.17) and VVIAX (8.01) have marching annual gain over last year.
| BASVX | VVIAX | BASVX / VVIAX | |
| Total Expense Ratio | 0.71 | 0.05 | 1,420% |
| Annual Report Gross Expense Ratio | 0.82 | 0.05 | 1,640% |
| Fund Existence | 2 years | 25 years | - |
| Gain YTD | 4.009 | 2.436 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164M | 189B | 0% |
| Annual Yield % from dividends | 0.95 | 2.28 | 42% |
| Returns for 1 year | 8.17 | 8.01 | 102% |
| Returns for 3 years | N/A | 32.19 | - |
| Returns for 5 years | N/A | 72.56 | - |
| Returns for 10 years | 34.48 | 103.54 | 33% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement