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BVALX vs VIVAX
BVALX vs VIVAX Comparison
Open Charts BVALX vs VIVAX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$14.90
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets1.7B
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
BVALX vs VIVAX Comparison Chart in %
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BVALX vs. VIVAX commentary
Jul 07, 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: 189B vs. BVALX (1.7B). 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 : 12.04 vs. BVALX (-1.45). VIVAX return over 5 years is better than : 80.14 vs. BVALX (51.48).
| 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 | 1.568 | 6.209 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 189B | 1% |
| Annual Yield % from dividends | 1.40 | 2.06 | 68% |
| Returns for 1 year | -1.45 | 12.04 | -12% |
| Returns for 3 years | 22.53 | 35.16 | 64% |
| Returns for 5 years | 51.48 | 80.14 | 64% |
| Returns for 10 years | N/A | 115.74 | - |