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BASVX vs VIVAX
BASVX vs VIVAX Comparison
Open Charts BASVX vs VIVAX
Brown Advisory Sustainable Val Inst
Price$13.23
Change-$0.18 (-1.34%)
VolumeN/A
Net Assets163.74M
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
BASVX vs VIVAX Comparison Chart
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BASVX vs. VIVAX commentary
Jun 15, 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 VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. BASVX (164M). VIVAX pays higher dividends than BASVX: VIVAX (2.16) vs BASVX (0.95). 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). BASVX (8.17) and VIVAX (8.01) have marching annual gain over last year.
| 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 | 4.009 | 2.419 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164M | 189B | 0% |
| Annual Yield % from dividends | 0.95 | 2.16 | 44% |
| Returns for 1 year | 8.17 | 8.01 | 102% |
| Returns for 3 years | N/A | 32.20 | - |
| Returns for 5 years | N/A | 72.56 | - |
| Returns for 10 years | 34.48 | 103.54 | 33% |
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