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BVALX vs VMVAX
BVALX vs VMVAX Comparison
Open Charts BVALX vs VMVAX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$13.38
Change+$0.08 (+0.60%)
VolumeN/A
Net Assets1.67B
Vanguard Mid-Cap Value Index Admiral
Price$79.34
Change+$0.42 (+0.53%)
VolumeN/A
Net Assets29.86B
BVALX vs VMVAX Comparison Chart
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BVALX vs. VMVAX commentary
Apr 25, 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 (1.67B). 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 : 1.69 vs. BVALX (-10.33). VMVAX return over 5 years is better than : 75.30 vs. BVALX (47.20).
| 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 | -9.339 | -5.755 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 29.9B | 6% |
| Annual Yield % from dividends | 1.42 | 2.33 | 61% |
| Returns for 1 year | -10.33 | 1.69 | -610% |
| Returns for 3 years | 5.73 | 4.10 | 140% |
| Returns for 5 years | 47.20 | 75.30 | 63% |
| Returns for 10 years | N/A | 67.05 | - |
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