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BVALX vs VVIAX
BVALX vs VVIAX Comparison
Open Charts BVALX vs VVIAX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$13.38
Change+$0.08 (+0.60%)
VolumeN/A
Net Assets1.67B
Vanguard Value Index Adm
Price$64.39
Change+$0.63 (+0.99%)
VolumeN/A
Net Assets190.51B
BVALX vs VVIAX Comparison Chart
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BVALX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. BVALX (1.67B). 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 : 2.69 vs. BVALX (-10.33). VVIAX return over 5 years is better than : 68.73 vs. BVALX (47.20).
| 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 | -9.339 | -4.092 | 228% |
| 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 | 191B | 1% |
| Annual Yield % from dividends | 1.42 | 2.26 | 63% |
| Returns for 1 year | -10.33 | 2.69 | -385% |
| Returns for 3 years | 5.73 | 11.95 | 48% |
| Returns for 5 years | 47.20 | 68.73 | 69% |
| Returns for 10 years | N/A | 90.34 | - |
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