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BASVX vs VIVAX
BASVX vs VIVAX Comparison
Open Charts BASVX vs VIVAX
Brown Advisory Sustainable Val Inst
Price$13.84
Change+$0.08 (+0.58%)
VolumeN/A
Net Assets160.88M
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
BASVX vs VIVAX Comparison Chart in %
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BASVX vs. VIVAX commentary
Jul 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. BASVX (161M). VIVAX pays higher dividends than BASVX: VIVAX (2.06) vs BASVX (0.91). 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 annual gain was more profitable for investors over the last year : 13.80 vs. VIVAX (12.04).
| 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 | 8.805 | 6.209 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161M | 189B | 0% |
| Annual Yield % from dividends | 0.91 | 2.06 | 44% |
| Returns for 1 year | 13.80 | 12.04 | 115% |
| Returns for 3 years | N/A | 35.16 | - |
| Returns for 5 years | N/A | 80.14 | - |
| Returns for 10 years | 41.64 | 115.74 | 36% |
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