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BVALX vs VMVAX
BVALX vs VMVAX Comparison
Open Charts BVALX vs VMVAX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$16.52
Change-$0.11 (-0.66%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$86.17
Change-$0.37 (-0.43%)
VolumeN/A
CapitalizationN/A
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BVALX vs VMVAX Comparison Chart
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BVALX vs. VMVAX commentary
Sep 21, 2024
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 VMVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.5B vs. BVALX (2.07B). 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). BVALX annual gain was more profitable for investors over the last year : 26.33 vs. VMVAX (21.85). BVALX return over 5 years is better than : 63.80 vs. VMVAX (48.02).
| 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 | 15.634 | 14.332 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.07B | 30.5B | 7% |
| Annual Yield % from dividends | 1.61 | 2.14 | 75% |
| Returns for 1 year | 26.33 | 21.85 | 121% |
| Returns for 3 years | 20.41 | 17.61 | 116% |
| Returns for 5 years | 63.80 | 48.02 | 133% |
| Returns for 10 years | N/A | 96.75 | - |
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