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BASVX vs VIVAX
BASVX vs VIVAX Comparison
Open Charts BASVX vs VIVAX
Brown Advisory Sustainable Val Inst
Price$12.73
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets152.35M
Vanguard Value Index I
Price$65.59
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
BASVX vs VIVAX Comparison Chart
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BASVX vs. VIVAX commentary
May 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. BASVX (152M). VIVAX pays higher dividends than BASVX: VIVAX (2.22) vs BASVX (0.99). BASVX was incepted earlier than VIVAX: BASVX (2 years) vs VIVAX (33 years). BASVX (0.82) is less costly to investors than VIVAX (0.17). BASVX is a more actively managed with annual turnover of: 37.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than BASVX: VIVAX (3000) vs BASVX (1000000). VIVAX annual gain was more profitable for investors over the last year : 4.69 vs. BASVX (4.33).
| BASVX | VIVAX | BASVX / VIVAX | |
| Total Expense Ratio | 0.71 | 0.17 | 418% |
| Annual Report Gross Expense Ratio | 0.82 | 0.17 | 482% |
| Fund Existence | 2 years | 33 years | - |
| Gain YTD | 0.157 | -0.579 | -27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152M | 184B | 0% |
| Annual Yield % from dividends | 0.99 | 2.22 | 45% |
| Returns for 1 year | 4.33 | 4.69 | 92% |
| Returns for 3 years | N/A | 21.55 | - |
| Returns for 5 years | N/A | 72.83 | - |
| Returns for 10 years | 26.82 | 97.58 | 27% |
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