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BVALX vs VMVIX
BVALX vs VMVIX Comparison
Open Charts BVALX vs VMVIX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$15.59
Change+$0.15 (+0.97%)
VolumeN/A
Net Assets1.37B
Vanguard Mid-Cap Value Index Investor
Price$71.30
Change+$0.62 (+0.88%)
VolumeN/A
Net Assets32.63B
BVALX vs VMVIX Comparison Chart in %
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BVALX vs. VMVIX commentary
Dec 13, 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: 32.6B vs. BVALX (1.37B). VMVIX pays higher dividends than BVALX: VMVIX (2.02) vs BVALX (1.34). BVALX was incepted earlier than VMVIX: BVALX (8 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: 27.00 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 : 6.99 vs. BVALX (-4.01). VMVIX return over 5 years is better than : 55.18 vs. BVALX (33.49).
| BVALX | VMVIX | BVALX / VMVIX | |
| Total Expense Ratio | 0.55 | 0.19 | 289% |
| Annual Report Gross Expense Ratio | 0.55 | 0.19 | 289% |
| Fund Existence | 8 years | 19 years | - |
| Gain YTD | 6.271 | 12.058 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 32.6B | 4% |
| Annual Yield % from dividends | 1.34 | 2.02 | 66% |
| Returns for 1 year | -4.01 | 6.99 | -57% |
| Returns for 3 years | 18.13 | 30.03 | 60% |
| Returns for 5 years | 33.49 | 55.18 | 61% |
| Returns for 10 years | N/A | 118.02 | - |
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