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BVALX vs VIVAX
BVALX vs VIVAX Comparison
Open Charts BVALX vs VIVAX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$15.09
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets1.56B
Vanguard Value Index I
Price$71.08
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets202.84B
BVALX vs VIVAX Comparison Chart in %
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BVALX vs. VIVAX commentary
Sep 09, 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: 203B vs. BVALX (1.56B). VIVAX pays higher dividends than BVALX: VIVAX (1.99) vs BVALX (1.36). 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: 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 : 8.93 vs. BVALX (-4.01). VIVAX return over 5 years is better than : 70.93 vs. BVALX (43.34).
| 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 | 2.863 | 7.648 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 203B | 1% |
| Annual Yield % from dividends | 1.36 | 1.99 | 68% |
| Returns for 1 year | -4.01 | 8.93 | -45% |
| Returns for 3 years | 22.40 | 31.79 | 70% |
| Returns for 5 years | 43.34 | 70.93 | 61% |
| Returns for 10 years | N/A | 132.80 | - |
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