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BVALX vs MVCAX
BVALX vs MVCAX Comparison
Open Charts BVALX vs MVCAX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$13.73
Change-$0.63 (-4.39%)
VolumeN/A
Net Assets1.85B
BVALX vs MVCAX Comparison Chart
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BVALX vs. MVCAX commentary
Apr 04, 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 BVALX is a Hold and MVCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. BVALX (1.85B). BVALX pays higher dividends than MVCAX: BVALX (1.42) vs MVCAX (0.90). BVALX was incepted earlier than MVCAX: BVALX (7 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than BVALX (0.55). MVCAX is a more actively managed with annual turnover of: 27.00 vs. BVALX (24.00). MVCAX has a lower initial minimum investment than BVALX: MVCAX (1000) vs BVALX (1000000). MVCAX annual gain was more profitable for investors over the last year : -4.59 vs. BVALX (-5.75). MVCAX return over 5 years is better than : 96.65 vs. BVALX (76.58).
| BVALX | MVCAX | BVALX / MVCAX | |
| Total Expense Ratio | 0.55 | 0.99 | 56% |
| Annual Report Gross Expense Ratio | 0.55 | 1.00 | 55% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | -2.113 | -1.369 | 154% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 16.9B | 11% |
| Annual Yield % from dividends | 1.42 | 0.90 | 159% |
| Returns for 1 year | -5.75 | -4.59 | 125% |
| Returns for 3 years | 12.94 | 0.73 | 1,769% |
| Returns for 5 years | 76.58 | 96.65 | 79% |
| Returns for 10 years | N/A | 55.23 | - |
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