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BVALX vs VMVAX
BVALX vs VMVAX Comparison
Open Charts BVALX vs VMVAX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$14.89
Change-$0.38 (-2.49%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$83.57
Change-$2.48 (-2.88%)
VolumeN/A
CapitalizationN/A
BVALX vs VMVAX Comparison Chart
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BVALX vs. VMVAX commentary
Dec 19, 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 Hold and VMVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.8B vs. BVALX (1.99B). 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 : 15.41 vs. BVALX (9.07). BVALX (42.70) and VMVAX (40.94) 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 | 7.535 | 14.833 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.99B | 32.8B | 6% |
| Annual Yield % from dividends | 1.61 | 2.14 | 75% |
| Returns for 1 year | 9.07 | 15.41 | 59% |
| Returns for 3 years | 22.36 | 14.48 | 154% |
| Returns for 5 years | 42.70 | 40.94 | 104% |
| Returns for 10 years | N/A | 89.30 | - |
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