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BVALX vs VIVIX
BVALX vs VIVIX Comparison
Open Charts BVALX vs VIVIX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$14.46
Change+$0.17 (+1.19%)
VolumeN/A
Net Assets1.71B
Vanguard Value Index I
Price$67.50
Change+$0.66 (+0.99%)
VolumeN/A
Net Assets188.77B
BVALX vs VIVIX Comparison Chart
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BVALX vs. VIVIX commentary
Jun 07, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. BVALX (1.71B). VIVIX pays higher dividends than BVALX: VIVIX (2.29) vs BVALX (1.43). BVALX was incepted earlier than VIVIX: BVALX (7 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 : 6.80 vs. BVALX (-6.64). VIVIX return over 5 years is better than : 58.67 vs. BVALX (39.65).
| 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 | 7 years | 27 years | - |
| Gain YTD | -2.590 | 1.255 | -206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.71B | 189B | 1% |
| Annual Yield % from dividends | 1.43 | 2.29 | 63% |
| Returns for 1 year | -6.64 | 6.80 | -98% |
| Returns for 3 years | 15.19 | 18.51 | 82% |
| Returns for 5 years | 39.65 | 58.67 | 68% |
| Returns for 10 years | N/A | 102.87 | - |
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