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BVALX vs VMVAX
BVALX vs VMVAX Comparison
Open Charts BVALX vs VMVAX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$14.27
Change-$0.26 (-1.79%)
VolumeN/A
Net Assets1.69B
Vanguard Mid-Cap Value Index Admiral
Price$83.72
Change-$0.98 (-1.16%)
VolumeN/A
Net Assets29.95B
BVALX vs VMVAX Comparison Chart
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BVALX vs. VMVAX commentary
Jun 15, 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 StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. BVALX (1.69B). VMVAX pays higher dividends than BVALX: VMVAX (2.31) vs BVALX (1.43). 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 : 7.23 vs. BVALX (-6.22). VMVAX return over 5 years is better than : 69.23 vs. BVALX (47.28).
| 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 | -2.727 | -0.023 | 12,033% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 29.9B | 6% |
| Annual Yield % from dividends | 1.43 | 2.31 | 62% |
| Returns for 1 year | -6.22 | 7.23 | -86% |
| Returns for 3 years | 24.84 | 24.99 | 99% |
| Returns for 5 years | 47.28 | 69.23 | 68% |
| Returns for 10 years | N/A | 78.81 | - |
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