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BASVX vs VIVAX
BASVX vs VIVAX Comparison
Open Charts BASVX vs VIVAX
Brown Advisory Sustainable Val Inst
Price$12.28
Change-$0.61 (-4.73%)
VolumeN/A
Net Assets146.5M
Vanguard Value Index I
Price$65.12
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
BASVX vs VIVAX Comparison Chart
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BASVX vs. VIVAX commentary
Apr 05, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. BASVX (146M). VIVAX pays higher dividends than BASVX: VIVAX (2.14) vs BASVX (0.97). BASVX was incepted earlier than VIVAX: BASVX (2 years) vs VIVAX (32 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 (10.00). 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 : 7.66 vs. BASVX (4.79).
| 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 | 32 years | - |
| Gain YTD | 1.336 | 2.419 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 146M | 195B | 0% |
| Annual Yield % from dividends | 0.97 | 2.14 | 45% |
| Returns for 1 year | 4.79 | 7.66 | 63% |
| Returns for 3 years | N/A | 17.34 | - |
| Returns for 5 years | N/A | 101.66 | - |
| Returns for 10 years | 27.71 | 106.90 | 26% |
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