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BVALX vs MVCAX
BVALX vs MVCAX Comparison
Open Charts BVALX vs MVCAX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$13.38
Change+$0.08 (+0.60%)
VolumeN/A
Net Assets1.67B
BVALX vs MVCAX Comparison Chart
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BVALX vs. MVCAX commentary
Apr 25, 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 Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 15.6B vs. BVALX (1.67B). 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 : -9.60 vs. BVALX (-10.33). MVCAX return over 5 years is better than : 57.60 vs. BVALX (47.20).
| 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 | -9.339 | -9.094 | 103% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 15.6B | 11% |
| Annual Yield % from dividends | 1.42 | 0.90 | 159% |
| Returns for 1 year | -10.33 | -9.60 | 108% |
| Returns for 3 years | 5.73 | -4.99 | -115% |
| Returns for 5 years | 47.20 | 57.60 | 82% |
| Returns for 10 years | N/A | 42.94 | - |
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