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BVALX vs VEVYX
BVALX vs VEVYX Comparison
Open Charts BVALX vs VEVYX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$14.77
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets1.34B
Victory Sycamore Established Value Y
Price$45.08
Change+$0.06 (+0.13%)
VolumeN/A
Net Assets15.88B
BVALX vs VEVYX Comparison Chart in %
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BVALX vs. VEVYX commentary
Nov 20, 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 VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 15.9B vs. BVALX (1.34B). BVALX pays higher dividends than VEVYX: BVALX (1.37) vs VEVYX (1.05). BVALX was incepted earlier than VEVYX: BVALX (8 years) vs VEVYX (13 years). VEVYX (0.66) is less costly to investors than BVALX (0.55). VEVYX is a more actively managed with annual turnover of: 34.00 vs. BVALX (27.00). BVALX (1000000) and VEVYX (1000000) have matching initial minimum investment requirements. BVALX annual gain was more profitable for investors over the last year : -8.82 vs. VEVYX (-13.44). BVALX return over 5 years is better than : 28.91 vs. VEVYX (18.53).
| BVALX | VEVYX | BVALX / VEVYX | |
| Total Expense Ratio | 0.55 | 0.66 | 83% |
| Annual Report Gross Expense Ratio | 0.55 | 0.66 | 83% |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 0.273 | -1.266 | -22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 15.9B | 8% |
| Annual Yield % from dividends | 1.37 | 1.05 | 130% |
| Returns for 1 year | -8.82 | -13.44 | 66% |
| Returns for 3 years | 11.79 | -2.83 | -417% |
| Returns for 5 years | 28.91 | 18.53 | 156% |
| Returns for 10 years | N/A | 42.71 | - |
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