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BVALX vs VMVAX
BVALX vs VMVAX Comparison
Open Charts BVALX vs VMVAX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$13.73
Change-$0.63 (-4.39%)
VolumeN/A
Net Assets1.85B
Vanguard Mid-Cap Value Index Admiral
Price$80.20
Change-$3.75 (-4.47%)
VolumeN/A
Net Assets30.85B
BVALX vs VMVAX Comparison Chart
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BVALX vs. VMVAX commentary
Apr 04, 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 Hold and VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.8B vs. BVALX (1.85B). VMVAX pays higher dividends than BVALX: VMVAX (2.33) vs BVALX (1.42). 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 (22.00). 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 : 5.64 vs. BVALX (-5.75). VMVAX return over 5 years is better than : 116.47 vs. BVALX (76.58).
| 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 | -2.113 | 0.252 | -839% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 30.8B | 6% |
| Annual Yield % from dividends | 1.42 | 2.33 | 61% |
| Returns for 1 year | -5.75 | 5.64 | -102% |
| Returns for 3 years | 12.94 | 8.98 | 144% |
| Returns for 5 years | 76.58 | 116.47 | 66% |
| Returns for 10 years | N/A | 78.55 | - |
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