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BASVX vs DODGX
BASVX vs DODGX Comparison
Open Charts BASVX vs DODGX
Brown Advisory Sustainable Val Inst
Price$14.31
Change-$0.09 (-0.63%)
VolumeN/A
Net Assets175.28M
BASVX vs DODGX Comparison Chart in %
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BASVX vs. DODGX commentary
Oct 10, 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 BASVX is a Hold and DODGX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 120B vs. BASVX (175M). DODGX pays higher dividends than BASVX: DODGX (1.33) vs BASVX (0.87). BASVX was incepted earlier than DODGX: BASVX (3 years) vs DODGX (61 years). BASVX (0.82) is less costly to investors than DODGX (0.51). BASVX is a more actively managed with annual turnover of: 37.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than BASVX: DODGX (2500) vs BASVX (1000000). BASVX annual gain was more profitable for investors over the last year : 9.16 vs. DODGX (4.34).
| BASVX | DODGX | BASVX / DODGX | |
| Total Expense Ratio | 0.71 | 0.51 | 139% |
| Annual Report Gross Expense Ratio | 0.82 | 0.51 | 161% |
| Fund Existence | 3 years | 61 years | - |
| Gain YTD | 13.208 | 10.413 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 175M | 120B | 0% |
| Annual Yield % from dividends | 0.87 | 1.33 | 66% |
| Returns for 1 year | 9.16 | 4.34 | 211% |
| Returns for 3 years | N/A | 42.76 | - |
| Returns for 5 years | N/A | 70.06 | - |
| Returns for 10 years | 48.38 | 76.75 | 63% |
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