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BVALX vs VMVAX
BVALX vs VMVAX Comparison
Open Charts BVALX vs VMVAX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$14.64
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets1.65B
Vanguard Mid-Cap Value Index Admiral
Price$85.73
Change+$0.41 (+0.48%)
VolumeN/A
Net Assets30.57B
BVALX vs VMVAX Comparison Chart in %
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BVALX vs. VMVAX commentary
Jul 18, 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 VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.6B vs. BVALX (1.65B). VMVAX pays higher dividends than BVALX: VMVAX (2.26) vs BVALX (1.40). BVALX was incepted earlier than VMVAX: BVALX (7 years) vs VMVAX (14 years). BVALX (0.55) is less costly to investors than VMVAX (0.07). BVALX is a more actively managed with annual turnover of: 24.00 vs. VMVAX (19.00). 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 : 4.50 vs. BVALX (-7.44). VMVAX return over 5 years is better than : 66.91 vs. BVALX (44.05).
| BVALX | VMVAX | BVALX / VMVAX | |
| Total Expense Ratio | 0.55 | 0.07 | 786% |
| Annual Report Gross Expense Ratio | 0.55 | 0.07 | 786% |
| Fund Existence | 7 years | 14 years | - |
| Gain YTD | -0.068 | 1.901 | -4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.65B | 30.6B | 5% |
| Annual Yield % from dividends | 1.40 | 2.26 | 62% |
| Returns for 1 year | -7.44 | 4.50 | -165% |
| Returns for 3 years | 24.27 | 27.01 | 90% |
| Returns for 5 years | 44.05 | 66.91 | 66% |
| Returns for 10 years | N/A | 84.06 | - |
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