Interact to see
Advertisement
Advertisement
BVALX vs MVCAX
BVALX vs MVCAX Comparison
Open Charts BVALX vs MVCAX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$15.05
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets1.31B
BVALX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BVALX vs. MVCAX commentary
Dec 27, 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 Hold and MVCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. BVALX (1.31B). BVALX pays higher dividends than MVCAX: BVALX (1.34) vs MVCAX (0.83). BVALX was incepted earlier than MVCAX: BVALX (8 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than BVALX (0.55). BVALX is a more actively managed with annual turnover of: 27.00 vs. MVCAX (24.00). MVCAX has a lower initial minimum investment than BVALX: MVCAX (1000) vs BVALX (1000000). BVALX annual gain was more profitable for investors over the last year : 1.13 vs. MVCAX (-1.74). BVALX return over 5 years is better than : 28.32 vs. MVCAX (23.93).
| BVALX | MVCAX | BVALX / MVCAX | |
| Total Expense Ratio | 0.55 | 0.99 | 56% |
| Annual Report Gross Expense Ratio | 0.55 | 1.00 | 55% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 2.590 | -0.652 | -397% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.31B | 16.8B | 8% |
| Annual Yield % from dividends | 1.34 | 0.83 | 161% |
| Returns for 1 year | 1.13 | -1.74 | -65% |
| Returns for 3 years | 20.77 | 13.98 | 149% |
| Returns for 5 years | 28.32 | 23.93 | 118% |
| Returns for 10 years | N/A | 72.86 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement