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BVALX vs VVIAX
BVALX vs VVIAX Comparison
Open Charts BVALX vs VVIAX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$13.73
Change-$0.63 (-4.39%)
VolumeN/A
Net Assets1.85B
Vanguard Value Index Adm
Price$65.10
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
BVALX vs VVIAX Comparison Chart
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BVALX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. BVALX (1.85B). VVIAX pays higher dividends than BVALX: VVIAX (2.26) vs BVALX (1.42). BVALX was incepted earlier than VVIAX: BVALX (7 years) vs VVIAX (24 years). BVALX (0.55) is less costly to investors than VVIAX (0.05). BVALX is a more actively managed with annual turnover of: 24.00 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than BVALX: VVIAX (3000) vs BVALX (1000000). VVIAX annual gain was more profitable for investors over the last year : 7.67 vs. BVALX (-5.75). VVIAX return over 5 years is better than : 101.69 vs. BVALX (76.58).
| BVALX | VVIAX | BVALX / VVIAX | |
| Total Expense Ratio | 0.55 | 0.05 | 1,100% |
| Annual Report Gross Expense Ratio | 0.55 | 0.05 | 1,100% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | -2.113 | 2.421 | -87% |
| 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 | 195B | 1% |
| Annual Yield % from dividends | 1.42 | 2.26 | 63% |
| Returns for 1 year | -5.75 | 7.67 | -75% |
| Returns for 3 years | 12.94 | 17.36 | 75% |
| Returns for 5 years | 76.58 | 101.69 | 75% |
| Returns for 10 years | N/A | 106.86 | - |