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BVALX vs VMVAX
BVALX vs VMVAX Comparison
Open Charts BVALX vs VMVAX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$14.46
Change+$0.17 (+1.19%)
VolumeN/A
Net Assets1.71B
Vanguard Mid-Cap Value Index Admiral
Price$84.21
Change+$0.61 (+0.73%)
VolumeN/A
Net Assets29.95B
BVALX vs VMVAX Comparison Chart
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BVALX vs. VMVAX commentary
Jun 07, 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: 29.9B vs. BVALX (1.71B). VMVAX pays higher dividends than BVALX: VMVAX (2.31) vs BVALX (1.43). 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 : 6.48 vs. BVALX (-6.64). VMVAX return over 5 years is better than : 56.36 vs. BVALX (39.65).
| 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 | -2.590 | -0.166 | 1,561% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.71B | 29.9B | 6% |
| Annual Yield % from dividends | 1.43 | 2.31 | 62% |
| Returns for 1 year | -6.64 | 6.48 | -102% |
| Returns for 3 years | 15.19 | 11.23 | 135% |
| Returns for 5 years | 39.65 | 56.36 | 70% |
| Returns for 10 years | N/A | 79.79 | - |
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