Interact to see
Advertisement
Advertisement
BVALX vs VMVAX
BVALX vs VMVAX Comparison
Open Charts BVALX vs VMVAX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$14.90
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets1.7B
Vanguard Mid-Cap Value Index Admiral
Price$86.72
Change+$0.20 (+0.23%)
VolumeN/A
Net Assets29.95B
BVALX vs VMVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BVALX vs. VMVAX 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 VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. BVALX (1.7B). 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 : 12.14 vs. BVALX (-1.45). VMVAX return over 5 years is better than : 77.08 vs. BVALX (51.48).
| 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 | 1.568 | 3.573 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 29.9B | 6% |
| Annual Yield % from dividends | 1.40 | 2.26 | 62% |
| Returns for 1 year | -1.45 | 12.14 | -12% |
| Returns for 3 years | 22.53 | 28.52 | 79% |
| Returns for 5 years | 51.48 | 77.08 | 67% |
| Returns for 10 years | N/A | 88.11 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement