Interact to see
Advertisement
Advertisement
BVALX vs VIVAX
BVALX vs VIVAX Comparison
Open Charts BVALX vs VIVAX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$14.77
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets1.63B
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
BVALX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BVALX vs. VIVAX commentary
Jul 28, 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 VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. BVALX (1.63B). VIVAX pays higher dividends than BVALX: VIVAX (2.06) vs BVALX (1.40). BVALX was incepted earlier than VIVAX: BVALX (7 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: 24.00 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 : 9.76 vs. BVALX (-4.85). VIVAX return over 5 years is better than : 74.87 vs. BVALX (44.61).
| BVALX | VIVAX | BVALX / VIVAX | |
| Total Expense Ratio | 0.55 | 0.17 | 324% |
| Annual Report Gross Expense Ratio | 0.55 | 0.17 | 324% |
| Fund Existence | 7 years | 33 years | - |
| Gain YTD | 0.682 | 6.724 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.63B | 195B | 1% |
| Annual Yield % from dividends | 1.40 | 2.06 | 68% |
| Returns for 1 year | -4.85 | 9.76 | -50% |
| Returns for 3 years | 22.30 | 34.31 | 65% |
| Returns for 5 years | 44.61 | 74.87 | 60% |
| Returns for 10 years | N/A | 116.32 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement