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BVALX vs VIVAX
BVALX vs VIVAX Comparison
Open Charts BVALX vs VIVAX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$14.77
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets1.34B
Vanguard Value Index I
Price$72.17
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets207.95B
BVALX vs VIVAX Comparison Chart in %
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BVALX vs. VIVAX 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 VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. BVALX (1.34B). VIVAX pays higher dividends than BVALX: VIVAX (1.98) vs BVALX (1.37). 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: 27.00 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 : 4.74 vs. BVALX (-8.82). VIVAX return over 5 years is better than : 62.22 vs. BVALX (28.91).
| 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 | 0.273 | 9.390 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 208B | 1% |
| Annual Yield % from dividends | 1.37 | 1.98 | 69% |
| Returns for 1 year | -8.82 | 4.74 | -186% |
| Returns for 3 years | 11.79 | 30.30 | 39% |
| Returns for 5 years | 28.91 | 62.22 | 46% |
| Returns for 10 years | N/A | 123.22 | - |
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