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BVALX vs DODGX
BVALX vs DODGX Comparison
Open Charts BVALX vs DODGX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$15.09
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets1.56B
BVALX vs DODGX Comparison Chart in %
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BVALX vs. DODGX commentary
Sep 09, 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 BVALX is a Buy and DODGX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 121B vs. BVALX (1.56B). BVALX (1.36) and DODGX (1.34) have matching dividends . BVALX was incepted earlier than DODGX: BVALX (8 years) vs DODGX (61 years). BVALX (0.55) is less costly to investors than DODGX (0.51). BVALX is a more actively managed with annual turnover of: 24.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than BVALX: DODGX (2500) vs BVALX (1000000). DODGX annual gain was more profitable for investors over the last year : 6.72 vs. BVALX (-4.01). DODGX return over 5 years is better than : 71.26 vs. BVALX (43.34).
| BVALX | DODGX | BVALX / DODGX | |
| Total Expense Ratio | 0.55 | 0.51 | 108% |
| Annual Report Gross Expense Ratio | 0.55 | 0.51 | 108% |
| Fund Existence | 8 years | 61 years | - |
| Gain YTD | 2.863 | 8.875 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 121B | 1% |
| Annual Yield % from dividends | 1.36 | 1.34 | 102% |
| Returns for 1 year | -4.01 | 6.72 | -60% |
| Returns for 3 years | 22.40 | 28.65 | 78% |
| Returns for 5 years | 43.34 | 71.26 | 61% |
| Returns for 10 years | N/A | 77.37 | - |
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