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BASVX vs VIVAX
BASVX vs VIVAX Comparison
Open Charts BASVX vs VIVAX
Brown Advisory Sustainable Val Inst
Price$14.11
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets168.88M
Vanguard Value Index I
Price$71.21
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
BASVX vs VIVAX Comparison Chart in %
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BASVX vs. VIVAX commentary
Sep 06, 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 StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. BASVX (169M). VIVAX pays higher dividends than BASVX: VIVAX (1.99) vs BASVX (0.88). BASVX was incepted earlier than VIVAX: BASVX (3 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). BASVX annual gain was more profitable for investors over the last year : 12.97 vs. VIVAX (8.09).
| BASVX | VIVAX | BASVX / VIVAX | |
| Total Expense Ratio | 0.71 | 0.17 | 418% |
| Annual Report Gross Expense Ratio | 0.82 | 0.17 | 482% |
| Fund Existence | 3 years | 33 years | - |
| Gain YTD | 11.006 | 8.193 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 169M | 203B | 0% |
| Annual Yield % from dividends | 0.88 | 1.99 | 44% |
| Returns for 1 year | 12.97 | 8.09 | 160% |
| Returns for 3 years | N/A | 37.08 | - |
| Returns for 5 years | N/A | 70.73 | - |
| Returns for 10 years | 48.83 | 132.39 | 37% |
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