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BVALX vs MVCAX
BVALX vs MVCAX Comparison
Open Charts BVALX vs MVCAX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$14.92
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets1.96B
BVALX vs MVCAX Comparison Chart
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BVALX vs. MVCAX commentary
Jan 19, 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 StrongBuy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.6B vs. BVALX (1.96B). BVALX pays higher dividends than MVCAX: BVALX (1.61) vs MVCAX (1.16). BVALX was incepted earlier than MVCAX: BVALX (7 years) vs MVCAX (23 years). MVCAX is a more actively managed with annual turnover of: 19.00 vs. BVALX (17.00). 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 : 9.50 vs. BVALX (7.14). BVALX return over 5 years is better than : 38.46 vs. MVCAX (30.79).
| BVALX | MVCAX | BVALX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 1.704 | 2.966 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.96B | 17.6B | 11% |
| Annual Yield % from dividends | 1.61 | 1.16 | 139% |
| Returns for 1 year | 7.14 | 9.50 | 75% |
| Returns for 3 years | 16.46 | 2.65 | 621% |
| Returns for 5 years | 38.46 | 30.79 | 125% |
| Returns for 10 years | N/A | 74.34 | - |
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