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BVALX vs VIVAX
BVALX vs VIVAX Comparison
Open Charts BVALX vs VIVAX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$14.27
Change-$0.26 (-1.79%)
VolumeN/A
Net Assets1.69B
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
BVALX vs VIVAX Comparison Chart
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BVALX vs. VIVAX commentary
Jun 15, 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: 189B vs. BVALX (1.69B). VIVAX pays higher dividends than BVALX: VIVAX (2.16) vs BVALX (1.43). 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 : 8.01 vs. BVALX (-6.22). VIVAX return over 5 years is better than : 72.56 vs. BVALX (47.28).
| 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 | -2.727 | 2.419 | -113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 189B | 1% |
| Annual Yield % from dividends | 1.43 | 2.16 | 66% |
| Returns for 1 year | -6.22 | 8.01 | -78% |
| Returns for 3 years | 24.84 | 32.20 | 77% |
| Returns for 5 years | 47.28 | 72.56 | 65% |
| Returns for 10 years | N/A | 103.54 | - |
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