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BVALX vs VMVAX
BVALX vs VMVAX Comparison
Open Charts BVALX vs VMVAX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$14.74
Change-$0.13 (-0.87%)
VolumeN/A
Net Assets1.92B
Vanguard Mid-Cap Value Index Admiral
Price$85.40
Change-$0.97 (-1.12%)
VolumeN/A
Net Assets30.89B
BVALX vs VMVAX Comparison Chart
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BVALX vs. VMVAX commentary
Feb 23, 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 VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.9B vs. BVALX (1.92B). VMVAX pays higher dividends than BVALX: VMVAX (2.14) vs BVALX (1.61). BVALX was incepted earlier than VMVAX: BVALX (7 years) vs VMVAX (13 years). VMVAX is a more actively managed with annual turnover of: 22.00 vs. BVALX (17.00). VMVAX has a lower initial minimum investment than BVALX: VMVAX (3000) vs BVALX (1000000). VMVAX annual gain was more profitable for investors over the last year : 12.44 vs. BVALX (1.88). VMVAX (38.46) and BVALX (36.91) have equivalent 5 years return.
| BVALX | VMVAX | BVALX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 13 years | - |
| Gain YTD | 0.477 | 1.921 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 30.9B | 6% |
| Annual Yield % from dividends | 1.61 | 2.14 | 75% |
| Returns for 1 year | 1.88 | 12.44 | 15% |
| Returns for 3 years | 16.46 | 15.34 | 107% |
| Returns for 5 years | 36.91 | 38.46 | 96% |
| Returns for 10 years | N/A | 81.26 | - |
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