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BVALX vs VVIAX
BVALX vs VVIAX Comparison
Open Charts BVALX vs VVIAX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$14.90
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets1.7B
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
BVALX vs VVIAX Comparison Chart in %
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BVALX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. BVALX (1.7B). VVIAX pays higher dividends than BVALX: VVIAX (2.18) vs BVALX (1.40). BVALX was incepted earlier than VVIAX: BVALX (7 years) vs VVIAX (25 years). BVALX (0.55) is less costly to investors than VVIAX (0.05). BVALX is a more actively managed with annual turnover of: 24.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than BVALX: VVIAX (3000) vs BVALX (1000000). VVIAX annual gain was more profitable for investors over the last year : 12.03 vs. BVALX (-1.45). VVIAX return over 5 years is better than : 80.13 vs. BVALX (51.48).
| BVALX | VVIAX | BVALX / VVIAX | |
| Total Expense Ratio | 0.55 | 0.05 | 1,100% |
| Annual Report Gross Expense Ratio | 0.55 | 0.05 | 1,100% |
| Fund Existence | 7 years | 25 years | - |
| Gain YTD | 1.568 | 6.198 | 25% |
| 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 | 189B | 1% |
| Annual Yield % from dividends | 1.40 | 2.18 | 64% |
| Returns for 1 year | -1.45 | 12.03 | -12% |
| Returns for 3 years | 22.53 | 35.17 | 64% |
| Returns for 5 years | 51.48 | 80.13 | 64% |
| Returns for 10 years | N/A | 115.67 | - |
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