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BVALX vs VEVYX
BVALX vs VEVYX Comparison
Open Charts BVALX vs VEVYX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$15.05
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets1.31B
Victory Sycamore Established Value Y
Price$45.61
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets15.83B
BVALX vs VEVYX Comparison Chart in %
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BVALX vs. VEVYX 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 VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 15.8B vs. BVALX (1.31B). BVALX pays higher dividends than VEVYX: BVALX (1.34) vs VEVYX (1.02). BVALX was incepted earlier than VEVYX: BVALX (8 years) vs VEVYX (13 years). VEVYX (0.66) is less costly to investors than BVALX (0.55). VEVYX is a more actively managed with annual turnover of: 45.00 vs. BVALX (27.00). BVALX (1000000) and VEVYX (1000000) have matching initial minimum investment requirements. BVALX annual gain was more profitable for investors over the last year : 1.13 vs. VEVYX (-1.16). BVALX return over 5 years is better than : 28.32 vs. VEVYX (20.22).
| BVALX | VEVYX | BVALX / VEVYX | |
| Total Expense Ratio | 0.55 | 0.66 | 83% |
| Annual Report Gross Expense Ratio | 0.55 | 0.66 | 83% |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 2.590 | 0.028 | 9,346% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.31B | 15.8B | 8% |
| Annual Yield % from dividends | 1.34 | 1.02 | 131% |
| Returns for 1 year | 1.13 | -1.16 | -98% |
| Returns for 3 years | 20.77 | 4.96 | 418% |
| Returns for 5 years | 28.32 | 20.22 | 140% |
| Returns for 10 years | N/A | 65.42 | - |
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