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BVALX vs VVIAX
BVALX vs VVIAX Comparison
Open Charts BVALX vs VVIAX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$14.75
Change-$0.21 (-1.40%)
VolumeN/A
Net Assets1.22B
Vanguard Value Index Adm
Price$78.98
Change+$6.40 (+8.82%)
VolumeN/A
Net Assets217.68B
BVALX vs VVIAX Comparison Chart in %
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BVALX vs. VVIAX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 218B vs. BVALX (1.22B). BVALX pays higher dividends than VVIAX: BVALX (2.33) vs VVIAX (1.95). 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 : 15.08 vs. BVALX (1.69). VVIAX return over 5 years is better than : 66.27 vs. BVALX (25.98).
| 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 | 1.654 | 5.999 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 218B | 1% |
| Annual Yield % from dividends | 2.33 | 1.95 | 120% |
| Returns for 1 year | 1.69 | 15.08 | 11% |
| Returns for 3 years | 11.88 | 41.04 | 29% |
| Returns for 5 years | 25.98 | 66.27 | 39% |
| Returns for 10 years | N/A | 167.18 | - |
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