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BVALX vs VIVAX
BVALX vs VIVAX Comparison
Open Charts BVALX vs VIVAX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$15.03
Change+$0.08 (+0.54%)
VolumeN/A
Net Assets1.31B
Vanguard Value Index I
Price$75.27
Change+$0.37 (+0.49%)
VolumeN/A
Net Assets215.53B
BVALX vs VIVAX Comparison Chart in %
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BVALX vs. VIVAX commentary
Dec 26, 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 Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 216B vs. BVALX (1.31B). VIVAX pays higher dividends than BVALX: VIVAX (1.93) vs BVALX (1.34). 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 : 12.66 vs. BVALX (1.13). VIVAX return over 5 years is better than : 64.99 vs. BVALX (28.15).
| 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 | 2.454 | 14.025 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.31B | 216B | 1% |
| Annual Yield % from dividends | 1.34 | 1.93 | 70% |
| Returns for 1 year | 1.13 | 12.66 | 9% |
| Returns for 3 years | 19.12 | 37.81 | 51% |
| Returns for 5 years | 28.15 | 64.99 | 43% |
| Returns for 10 years | N/A | 134.86 | - |
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