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BVALX vs VEVYX
BVALX vs VEVYX Comparison
Open Charts BVALX vs VEVYX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$14.96
Change-$0.15 (-0.99%)
VolumeN/A
Net Assets1.45B
Victory Sycamore Established Value Y
Price$46.32
Change-$0.47 (-1.00%)
VolumeN/A
Net Assets17.01B
BVALX vs VEVYX Comparison Chart in %
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BVALX vs. VEVYX commentary
Oct 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 Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17B vs. BVALX (1.45B). BVALX pays higher dividends than VEVYX: BVALX (1.36) vs VEVYX (1.02). 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 (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 : -7.81 vs. VEVYX (-9.48). BVALX return over 5 years is better than : 40.10 vs. VEVYX (34.11).
| 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 | 2.999 | 2.616 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.45B | 17B | 9% |
| Annual Yield % from dividends | 1.36 | 1.02 | 133% |
| Returns for 1 year | -7.81 | -9.48 | 82% |
| Returns for 3 years | 33.89 | 12.17 | 278% |
| Returns for 5 years | 40.10 | 34.11 | 118% |
| Returns for 10 years | N/A | 51.43 | - |
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