Ad is loading...
BVALX vs VVIAX
BVALX vs VVIAX Comparison
Open Charts BVALX vs VVIAX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$14.74
Change-$0.13 (-0.87%)
VolumeN/A
Net Assets1.92B
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
BVALX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BVALX vs. VVIAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. BVALX (1.92B). VVIAX pays higher dividends than BVALX: VVIAX (2.36) vs BVALX (1.61). BVALX was incepted earlier than VVIAX: BVALX (7 years) vs VVIAX (24 years). BVALX is a more actively managed with annual turnover of: 17.00 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 : 13.46 vs. BVALX (1.88). VVIAX return over 5 years is better than : 47.22 vs. BVALX (36.91).
| BVALX | VVIAX | BVALX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 0.477 | 4.164 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 193B | 1% |
| Annual Yield % from dividends | 1.61 | 2.36 | 68% |
| Returns for 1 year | 1.88 | 13.46 | 14% |
| Returns for 3 years | 16.46 | 23.94 | 69% |
| Returns for 5 years | 36.91 | 47.22 | 78% |
| Returns for 10 years | N/A | 105.55 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...