Interact to see
Advertisement
Advertisement
BVALX vs VVIAX
BVALX vs VVIAX Comparison
Open Charts BVALX vs VVIAX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$14.96
Change-$0.15 (-0.99%)
VolumeN/A
Net Assets1.45B
Vanguard Value Index Adm
Price$72.58
Change-$0.37 (-0.51%)
VolumeN/A
Net Assets207.8B
BVALX vs VVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BVALX vs. VVIAX commentary
Oct 10, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. BVALX (1.45B). VVIAX pays higher dividends than BVALX: VVIAX (2.08) vs BVALX (1.36). BVALX was incepted earlier than VVIAX: BVALX (8 years) vs VVIAX (25 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 (9.00). 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 : 6.94 vs. BVALX (-7.81). VVIAX return over 5 years is better than : 72.85 vs. BVALX (40.10).
| 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 | 8 years | 25 years | - |
| Gain YTD | 2.999 | 10.549 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.45B | 208B | 1% |
| Annual Yield % from dividends | 1.36 | 2.08 | 65% |
| Returns for 1 year | -7.81 | 6.94 | -113% |
| Returns for 3 years | 33.89 | 49.59 | 68% |
| Returns for 5 years | 40.10 | 72.85 | 55% |
| Returns for 10 years | N/A | 132.50 | - |