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BVALX vs VIVIX
BVALX vs VIVIX Comparison
Open Charts BVALX vs VIVIX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$14.73
Change-$0.04 (-0.27%)
VolumeN/A
Net Assets1.34B
Vanguard Value Index I
Price$72.03
Change-$0.12 (-0.17%)
VolumeN/A
Net Assets207.95B
BVALX vs VIVIX Comparison Chart in %
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BVALX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 208B vs. BVALX (1.34B). VIVIX pays higher dividends than BVALX: VIVIX (2.10) vs BVALX (1.37). 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: 27.00 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 : 5.06 vs. BVALX (-7.95). VIVIX return over 5 years is better than : 62.95 vs. BVALX (30.38).
| 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 | 0.682 | 9.354 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 208B | 1% |
| Annual Yield % from dividends | 1.37 | 2.10 | 65% |
| Returns for 1 year | -7.95 | 5.06 | -157% |
| Returns for 3 years | 12.25 | 30.25 | 40% |
| Returns for 5 years | 30.38 | 62.95 | 48% |
| Returns for 10 years | N/A | 123.08 | - |
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