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BVALX vs VIVIX
BVALX vs VIVIX Comparison
Open Charts BVALX vs VIVIX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$15.09
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets1.56B
Vanguard Value Index I
Price$71.06
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets202.84B
BVALX vs VIVIX Comparison Chart in %
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BVALX vs. VIVIX commentary
Sep 09, 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: 203B vs. BVALX (1.56B). VIVIX pays higher dividends than BVALX: VIVIX (2.11) vs BVALX (1.36). BVALX was incepted earlier than VIVIX: BVALX (8 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 : 8.92 vs. BVALX (-4.01). VIVIX return over 5 years is better than : 70.91 vs. BVALX (43.34).
| 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 | 27 years | - |
| Gain YTD | 2.863 | 7.669 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 203B | 1% |
| Annual Yield % from dividends | 1.36 | 2.11 | 64% |
| Returns for 1 year | -4.01 | 8.92 | -45% |
| Returns for 3 years | 22.40 | 31.77 | 71% |
| Returns for 5 years | 43.34 | 70.91 | 61% |
| Returns for 10 years | N/A | 132.77 | - |
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