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BVALX vs VVIAX
BVALX vs VVIAX Comparison
Open Charts BVALX vs VVIAX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$14.91
Change+$0.09 (+0.61%)
VolumeN/A
Net Assets1.41B
Vanguard Value Index Adm
Price$72.42
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets207.8B
BVALX vs VVIAX Comparison Chart in %
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BVALX vs. VVIAX commentary
Oct 19, 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 StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. BVALX (1.41B). VVIAX pays higher dividends than BVALX: VVIAX (2.08) vs BVALX (1.36). BVALX was incepted earlier than VVIAX: BVALX (8 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: 27.00 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 : 4.64 vs. BVALX (-10.96). VVIAX return over 5 years is better than : 71.80 vs. BVALX (37.78).
| 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 | 8 years | 25 years | - |
| Gain YTD | 1.636 | 9.746 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 208B | 1% |
| Annual Yield % from dividends | 1.36 | 2.08 | 65% |
| Returns for 1 year | -10.96 | 4.64 | -236% |
| Returns for 3 years | 27.43 | 43.00 | 64% |
| Returns for 5 years | 37.78 | 71.80 | 53% |
| Returns for 10 years | N/A | 129.42 | - |