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BASVX vs VIVAX
BASVX vs VIVAX Comparison
Open Charts BASVX vs VIVAX
Brown Advisory Sustainable Val Inst
Price$14.50
Change+$0.11 (+0.76%)
VolumeN/A
Net Assets177.71M
Vanguard Value Index I
Price$74.32
Change+$0.48 (+0.65%)
VolumeN/A
Net Assets207.95B
BASVX vs VIVAX Comparison Chart in %
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BASVX vs. VIVAX commentary
Nov 29, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. BASVX (178M). VIVAX pays higher dividends than BASVX: VIVAX (1.98) vs BASVX (0.86). 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: 29.00 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 : 4.80 vs. VIVAX (4.46).
| 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 | 13.994 | 11.859 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 178M | 208B | 0% |
| Annual Yield % from dividends | 0.86 | 1.98 | 44% |
| Returns for 1 year | 4.80 | 4.46 | 108% |
| Returns for 3 years | N/A | 30.72 | - |
| Returns for 5 years | N/A | 62.39 | - |
| Returns for 10 years | 50.29 | 128.12 | 39% |
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