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BVALX vs VMVAX
BVALX vs VMVAX Comparison
Open Charts BVALX vs VMVAX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$14.92
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets1.96B
Vanguard Mid-Cap Value Index Admiral
Price$86.09
Change+$0.29 (+0.34%)
VolumeN/A
Net Assets30.1B
BVALX vs VMVAX Comparison Chart
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BVALX vs. VMVAX commentary
Jan 19, 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 StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.1B vs. BVALX (1.96B). 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 : 17.93 vs. BVALX (7.14). BVALX (38.46) and VMVAX (38.32) 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 | 1.704 | 2.745 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.96B | 30.1B | 7% |
| Annual Yield % from dividends | 1.61 | 2.14 | 75% |
| Returns for 1 year | 7.14 | 17.93 | 40% |
| Returns for 3 years | 16.46 | 11.64 | 141% |
| Returns for 5 years | 38.46 | 38.32 | 100% |
| Returns for 10 years | N/A | 93.65 | - |
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