Interact to see
Advertisement
Advertisement
BVALX vs VIVIX
BVALX vs VIVIX Comparison
Open Charts BVALX vs VIVIX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$14.75
Change-$0.21 (-1.40%)
VolumeN/A
Net Assets1.22B
Vanguard Value Index I
Price$78.98
Change+$6.40 (+8.82%)
VolumeN/A
Net Assets217.68B
BVALX vs VIVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BVALX vs. VIVIX commentary
Feb 04, 2026
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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 218B vs. BVALX (1.22B). BVALX pays higher dividends than VIVIX: BVALX (2.33) vs VIVIX (1.96). BVALX was incepted earlier than VIVIX: BVALX (8 years) vs VIVIX (28 years). BVALX (0.55) is less costly to investors than VIVIX (0.04). BVALX is a more actively managed with annual turnover of: 27.00 vs. VIVIX (9.00). BVALX has a lower initial minimum investment than VIVIX: BVALX (1000000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 15.08 vs. BVALX (1.69). VIVIX return over 5 years is better than : 66.28 vs. BVALX (25.98).
| BVALX | VIVIX | BVALX / VIVIX | |
| Total Expense Ratio | 0.55 | 0.04 | 1,375% |
| Annual Report Gross Expense Ratio | 0.55 | 0.04 | 1,375% |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | 1.654 | 5.999 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 218B | 1% |
| Annual Yield % from dividends | 2.33 | 1.96 | 119% |
| Returns for 1 year | 1.69 | 15.08 | 11% |
| Returns for 3 years | 11.88 | 41.04 | 29% |
| Returns for 5 years | 25.98 | 66.28 | 39% |
| Returns for 10 years | N/A | 167.19 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement