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BVALX vs VIVAX
BVALX vs VIVAX Comparison
Open Charts BVALX vs VIVAX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$14.97
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets1.54B
Vanguard Value Index I
Price$72.24
Change+$0.31 (+0.43%)
VolumeN/A
Net Assets202.84B
BVALX vs VIVAX Comparison Chart in %
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BVALX vs. VIVAX commentary
Sep 18, 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 VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. BVALX (1.54B). VIVAX pays higher dividends than BVALX: VIVAX (1.99) vs BVALX (1.36). BVALX was incepted earlier than VIVAX: BVALX (8 years) vs VIVAX (33 years). BVALX (0.55) is less costly to investors than VIVAX (0.17). BVALX is a more actively managed with annual turnover of: 24.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than BVALX: VIVAX (3000) vs BVALX (1000000). VIVAX annual gain was more profitable for investors over the last year : 6.86 vs. BVALX (-7.79). VIVAX return over 5 years is better than : 73.52 vs. BVALX (42.54).
| BVALX | VIVAX | BVALX / VIVAX | |
| Total Expense Ratio | 0.55 | 0.17 | 324% |
| Annual Report Gross Expense Ratio | 0.55 | 0.17 | 324% |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 1.840 | 8.935 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 203B | 1% |
| Annual Yield % from dividends | 1.36 | 1.99 | 68% |
| Returns for 1 year | -7.79 | 6.86 | -114% |
| Returns for 3 years | 26.95 | 38.33 | 70% |
| Returns for 5 years | 42.54 | 73.52 | 58% |
| Returns for 10 years | N/A | 137.84 | - |
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