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BVALX vs VEVYX
BVALX vs VEVYX Comparison
Open Charts BVALX vs VEVYX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$14.57
Change+$0.16 (+1.11%)
VolumeN/A
Net Assets1.57B
Victory Sycamore Established Value Y
Price$45.70
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets17.12B
BVALX vs VEVYX Comparison Chart in %
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BVALX vs. VEVYX commentary
Aug 10, 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 VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.1B vs. BVALX (1.57B). BVALX pays higher dividends than VEVYX: BVALX (1.42) vs VEVYX (1.08). BVALX was incepted earlier than VEVYX: BVALX (7 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 (24.00). BVALX (1000000) and VEVYX (1000000) have matching initial minimum investment requirements. BVALX annual gain was more profitable for investors over the last year : -5.17 vs. VEVYX (-6.25). BVALX return over 5 years is better than : 39.50 vs. VEVYX (35.45).
| BVALX | VEVYX | BVALX / VEVYX | |
| Total Expense Ratio | 0.55 | 0.66 | 83% |
| Annual Report Gross Expense Ratio | 0.55 | 0.66 | 83% |
| Fund Existence | 7 years | 13 years | - |
| Gain YTD | -0.682 | 0.038 | -1,785% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.57B | 17.1B | 9% |
| Annual Yield % from dividends | 1.42 | 1.08 | 131% |
| Returns for 1 year | -5.17 | -6.25 | 83% |
| Returns for 3 years | 16.63 | 0.71 | 2,347% |
| Returns for 5 years | 39.50 | 35.45 | 111% |
| Returns for 10 years | N/A | 44.87 | - |
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