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BVALX vs VMVIX
BVALX vs VMVIX Comparison
Open Charts BVALX vs VMVIX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$14.77
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets1.63B
Vanguard Mid-Cap Value Index Investor
Price$67.16
Change+$0.44 (+0.66%)
VolumeN/A
Net Assets30.57B
BVALX vs VMVIX Comparison Chart in %
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BVALX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.6B vs. BVALX (1.63B). 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 : 9.75 vs. BVALX (-4.85). VMVIX return over 5 years is better than : 71.74 vs. BVALX (44.61).
| 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 | 0.682 | 5.522 | 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 | 2.14 | 66% |
| Returns for 1 year | -4.85 | 9.75 | -50% |
| Returns for 3 years | 22.30 | 28.14 | 79% |
| Returns for 5 years | 44.61 | 71.74 | 62% |
| Returns for 10 years | N/A | 93.04 | - |
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