Interact to see
Advertisement
Advertisement
BVALX vs MVCAX
BVALX vs MVCAX Comparison
Open Charts BVALX vs MVCAX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$14.46
Change+$0.17 (+1.19%)
VolumeN/A
Net Assets1.71B
BVALX vs MVCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BVALX vs. MVCAX commentary
Jun 07, 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: 16.7B vs. BVALX (1.71B). BVALX pays higher dividends than MVCAX: BVALX (1.43) vs MVCAX (0.89). 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 : -5.05 vs. BVALX (-6.64). MVCAX (40.08) and BVALX (39.65) have equivalent 5 years return.
| 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 | -2.590 | -2.151 | 120% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.71B | 16.7B | 10% |
| Annual Yield % from dividends | 1.43 | 0.89 | 160% |
| Returns for 1 year | -6.64 | -5.05 | 131% |
| Returns for 3 years | 15.19 | 0.85 | 1,781% |
| Returns for 5 years | 39.65 | 40.08 | 99% |
| Returns for 10 years | N/A | 55.19 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement