Interact to see
Advertisement
Advertisement
BVALX vs VIVIX
BVALX vs VIVIX Comparison
Open Charts BVALX vs VIVIX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$14.90
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets1.7B
Vanguard Value Index I
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
BVALX vs VIVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BVALX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. BVALX (1.7B). VIVIX pays higher dividends than BVALX: VIVIX (2.19) vs BVALX (1.40). BVALX was incepted earlier than VIVIX: BVALX (7 years) vs VIVIX (27 years). BVALX (0.55) is less costly to investors than VIVIX (0.04). BVALX is a more actively managed with annual turnover of: 24.00 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 : 12.05 vs. BVALX (-1.45). VIVIX return over 5 years is better than : 80.14 vs. BVALX (51.48).
| 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 | 7 years | 27 years | - |
| Gain YTD | 1.568 | 6.215 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 189B | 1% |
| Annual Yield % from dividends | 1.40 | 2.19 | 64% |
| Returns for 1 year | -1.45 | 12.05 | -12% |
| Returns for 3 years | 22.53 | 35.17 | 64% |
| Returns for 5 years | 51.48 | 80.14 | 64% |
| Returns for 10 years | N/A | 115.68 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement