Interact to see
Advertisement
Advertisement
BVALX vs VIVIX
BVALX vs VIVIX Comparison
Open Charts BVALX vs VIVIX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$14.97
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets1.54B
Vanguard Value Index I
Price$72.23
Change+$0.31 (+0.43%)
VolumeN/A
Net Assets202.84B
BVALX vs VIVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BVALX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 203B vs. BVALX (1.54B). VIVIX pays higher dividends than BVALX: VIVIX (2.11) vs BVALX (1.36). BVALX was incepted earlier than VIVIX: BVALX (8 years) vs VIVIX (27 years). BVALX (0.55) is less costly to investors than VIVIX (0.04). BVALX is a more actively managed with annual turnover of: 24.00 vs. VIVIX (9.00). BVALX has a lower initial minimum investment than VIVIX: BVALX (1000000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 6.87 vs. BVALX (-7.79). VIVIX return over 5 years is better than : 73.52 vs. BVALX (42.54).
| BVALX | VIVIX | BVALX / VIVIX | |
| Total Expense Ratio | 0.55 | 0.04 | 1,375% |
| Annual Report Gross Expense Ratio | 0.55 | 0.04 | 1,375% |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 1.840 | 8.972 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 203B | 1% |
| Annual Yield % from dividends | 1.36 | 2.11 | 64% |
| Returns for 1 year | -7.79 | 6.87 | -113% |
| Returns for 3 years | 26.95 | 38.36 | 70% |
| Returns for 5 years | 42.54 | 73.52 | 58% |
| Returns for 10 years | N/A | 137.92 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement