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BVALX vs VIVAX
BVALX vs VIVAX Comparison
Open Charts BVALX vs VIVAX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$14.98
Change-$0.14 (-0.93%)
VolumeN/A
Net Assets1.38B
Vanguard Value Index I
Price$73.17
Change-$0.74 (-1.00%)
VolumeN/A
Net Assets207.95B
BVALX vs VIVAX Comparison Chart in %
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BVALX vs. VIVAX commentary
Nov 14, 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 StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. BVALX (1.38B). VIVAX pays higher dividends than BVALX: VIVAX (1.98) vs BVALX (1.37). BVALX was incepted earlier than VIVAX: BVALX (8 years) vs VIVAX (33 years). BVALX (0.55) is less costly to investors than VIVAX (0.17). BVALX is a more actively managed with annual turnover of: 27.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than BVALX: VIVAX (3000) vs BVALX (1000000). VIVAX annual gain was more profitable for investors over the last year : 5.48 vs. BVALX (-8.38). VIVAX return over 5 years is better than : 64.67 vs. BVALX (31.27).
| BVALX | VIVAX | BVALX / VIVAX | |
| Total Expense Ratio | 0.55 | 0.17 | 324% |
| Annual Report Gross Expense Ratio | 0.55 | 0.17 | 324% |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 2.113 | 10.844 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 208B | 1% |
| Annual Yield % from dividends | 1.37 | 1.98 | 69% |
| Returns for 1 year | -8.38 | 5.48 | -153% |
| Returns for 3 years | 14.85 | 32.94 | 45% |
| Returns for 5 years | 31.27 | 64.67 | 48% |
| Returns for 10 years | N/A | 129.02 | - |
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