Interact to see
Advertisement
Advertisement
BVALX vs VIVIX
BVALX vs VIVIX Comparison
Open Charts BVALX vs VIVIX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$14.77
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets1.63B
Vanguard Value Index I
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
BVALX vs VIVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BVALX vs. VIVIX commentary
Jul 28, 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: 195B vs. BVALX (1.63B). 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 : 9.75 vs. BVALX (-4.85). VIVIX return over 5 years is better than : 74.87 vs. BVALX (44.61).
| 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 | 0.682 | 6.730 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.63B | 195B | 1% |
| Annual Yield % from dividends | 1.40 | 2.19 | 64% |
| Returns for 1 year | -4.85 | 9.75 | -50% |
| Returns for 3 years | 22.30 | 34.32 | 65% |
| Returns for 5 years | 44.61 | 74.87 | 60% |
| Returns for 10 years | N/A | 116.26 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement