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BVALX vs VMVAX
BVALX vs VMVAX Comparison
Open Charts BVALX vs VMVAX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$14.77
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets1.63B
Vanguard Mid-Cap Value Index Admiral
Price$88.36
Change+$0.58 (+0.66%)
VolumeN/A
Net Assets30.57B
BVALX vs VMVAX Comparison Chart in %
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BVALX vs. VMVAX 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 VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.6B vs. BVALX (1.63B). VMVAX pays higher dividends than BVALX: VMVAX (2.26) vs BVALX (1.40). BVALX was incepted earlier than VMVAX: BVALX (7 years) vs VMVAX (14 years). BVALX (0.55) is less costly to investors than VMVAX (0.07). BVALX is a more actively managed with annual turnover of: 24.00 vs. VMVAX (19.00). VMVAX has a lower initial minimum investment than BVALX: VMVAX (3000) vs BVALX (1000000). VMVAX annual gain was more profitable for investors over the last year : 9.76 vs. BVALX (-4.85). VMVAX return over 5 years is better than : 71.82 vs. BVALX (44.61).
| BVALX | VMVAX | BVALX / VMVAX | |
| Total Expense Ratio | 0.55 | 0.07 | 786% |
| Annual Report Gross Expense Ratio | 0.55 | 0.07 | 786% |
| Fund Existence | 7 years | 14 years | - |
| Gain YTD | 0.682 | 5.532 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.63B | 30.6B | 5% |
| Annual Yield % from dividends | 1.40 | 2.26 | 62% |
| Returns for 1 year | -4.85 | 9.76 | -50% |
| Returns for 3 years | 22.30 | 28.18 | 79% |
| Returns for 5 years | 44.61 | 71.82 | 62% |
| Returns for 10 years | N/A | 93.07 | - |
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