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BVALX vs VIVAX
BVALX vs VIVAX Comparison
Open Charts BVALX vs VIVAX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$14.75
Change-$0.21 (-1.40%)
VolumeN/A
Net Assets1.22B
Vanguard Value Index I
Price$79.00
Change+$6.39 (+8.80%)
VolumeN/A
Net Assets217.68B
BVALX vs VIVAX Comparison Chart in %
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BVALX vs. VIVAX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 218B vs. BVALX (1.22B). BVALX pays higher dividends than VIVAX: BVALX (2.33) vs VIVAX (1.84). 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 : 15.07 vs. BVALX (1.69). VIVAX return over 5 years is better than : 66.25 vs. BVALX (25.98).
| 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 | 1.654 | 5.998 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 218B | 1% |
| Annual Yield % from dividends | 2.33 | 1.84 | 127% |
| Returns for 1 year | 1.69 | 15.07 | 11% |
| Returns for 3 years | 11.88 | 41.03 | 29% |
| Returns for 5 years | 25.98 | 66.25 | 39% |
| Returns for 10 years | N/A | 167.20 | - |
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