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BVALX vs VVIAX
BVALX vs VVIAX Comparison
Open Charts BVALX vs VVIAX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$14.92
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets1.96B
Vanguard Value Index Adm
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
BVALX vs VVIAX Comparison Chart
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BVALX vs. VVIAX commentary
Jan 19, 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 StrongBuy and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. BVALX (1.96B). 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 : 18.18 vs. BVALX (7.14). VVIAX return over 5 years is better than : 44.18 vs. BVALX (38.46).
| 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 | 1.704 | 3.195 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.96B | 184B | 1% |
| Annual Yield % from dividends | 1.61 | 2.36 | 68% |
| Returns for 1 year | 7.14 | 18.18 | 39% |
| Returns for 3 years | 16.46 | 18.46 | 89% |
| Returns for 5 years | 38.46 | 44.18 | 87% |
| Returns for 10 years | N/A | 111.13 | - |
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