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BASVX vs VVIAX
BASVX vs VVIAX Comparison
Open Charts BASVX vs VVIAX
Brown Advisory Sustainable Val Inst
Price$12.96
Change+$0.08 (+0.62%)
VolumeN/A
Net Assets139.05M
Vanguard Value Index Adm
Price$67.22
Change-$0.84 (-1.23%)
VolumeN/A
Net Assets195.24B
BASVX vs VVIAX Comparison Chart
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BASVX vs. VVIAX commentary
Mar 11, 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 VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. BASVX (139M). VVIAX pays higher dividends than BASVX: VVIAX (2.19) vs BASVX (0.93). BASVX was incepted earlier than VVIAX: BASVX (2 years) vs VVIAX (24 years). BASVX (0.82) is less costly to investors than VVIAX (0.05). BASVX is a more actively managed with annual turnover of: 37.00 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than BASVX: VVIAX (3000) vs BASVX (1000000). VVIAX annual gain was more profitable for investors over the last year : 10.22 vs. BASVX (8.87).
| BASVX | VVIAX | BASVX / VVIAX | |
| Total Expense Ratio | 0.71 | 0.05 | 1,420% |
| Annual Report Gross Expense Ratio | 0.82 | 0.05 | 1,640% |
| Fund Existence | 2 years | 24 years | - |
| Gain YTD | 1.887 | 3.059 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 195B | 0% |
| Annual Yield % from dividends | 0.93 | 2.19 | 42% |
| Returns for 1 year | 8.87 | 10.22 | 87% |
| Returns for 3 years | N/A | 24.25 | - |
| Returns for 5 years | N/A | 64.64 | - |
| Returns for 10 years | 33.15 | 111.18 | 30% |
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