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BVALX vs VMVIX
BVALX vs VMVIX Comparison
Open Charts BVALX vs VMVIX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$14.90
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets1.7B
Vanguard Mid-Cap Value Index Investor
Price$65.92
Change+$0.16 (+0.24%)
VolumeN/A
Net Assets29.95B
BVALX vs VMVIX Comparison Chart in %
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BVALX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. BVALX (1.7B). VMVIX pays higher dividends than BVALX: VMVIX (2.14) vs BVALX (1.40). BVALX was incepted earlier than VMVIX: BVALX (7 years) vs VMVIX (19 years). BVALX (0.55) is less costly to investors than VMVIX (0.19). BVALX is a more actively managed with annual turnover of: 24.00 vs. VMVIX (19.00). VMVIX has a lower initial minimum investment than BVALX: VMVIX (3000) vs BVALX (1000000). VMVIX annual gain was more profitable for investors over the last year : 12.13 vs. BVALX (-1.45). VMVIX return over 5 years is better than : 76.99 vs. BVALX (51.48).
| BVALX | VMVIX | BVALX / VMVIX | |
| Total Expense Ratio | 0.55 | 0.19 | 289% |
| Annual Report Gross Expense Ratio | 0.55 | 0.19 | 289% |
| Fund Existence | 7 years | 19 years | - |
| Gain YTD | 1.568 | 3.574 | 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 | 2.14 | 66% |
| Returns for 1 year | -1.45 | 12.13 | -12% |
| Returns for 3 years | 22.53 | 28.47 | 79% |
| Returns for 5 years | 51.48 | 76.99 | 67% |
| Returns for 10 years | N/A | 88.04 | - |
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