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BVALX vs VIVIX
BVALX vs VIVIX Comparison
Open Charts BVALX vs VIVIX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$14.57
Change+$0.16 (+1.11%)
VolumeN/A
Net Assets1.57B
Vanguard Value Index I
Price$69.40
Change+$0.42 (+0.61%)
VolumeN/A
Net Assets195.81B
BVALX vs VIVIX Comparison Chart in %
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BVALX vs. VIVIX commentary
Aug 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 196B vs. BVALX (1.57B). VIVIX pays higher dividends than BVALX: VIVIX (2.19) vs BVALX (1.42). 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 : 9.20 vs. BVALX (-5.17). VIVIX return over 5 years is better than : 68.25 vs. BVALX (39.50).
| 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 | -0.682 | 5.154 | -13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.57B | 196B | 1% |
| Annual Yield % from dividends | 1.42 | 2.19 | 65% |
| Returns for 1 year | -5.17 | 9.20 | -56% |
| Returns for 3 years | 16.63 | 29.29 | 57% |
| Returns for 5 years | 39.50 | 68.25 | 58% |
| Returns for 10 years | N/A | 113.00 | - |
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