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BVALX vs VVIAX
BVALX vs VVIAX Comparison
Open Charts BVALX vs VVIAX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$16.52
Change-$0.11 (-0.66%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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BVALX vs VVIAX Comparison Chart
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BVALX vs. VVIAX commentary
Sep 21, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. BVALX (2.07B). 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). BVALX annual gain was more profitable for investors over the last year : 26.33 vs. VVIAX (20.40). BVALX return over 5 years is better than : 63.80 vs. VVIAX (54.20).
| 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 | 15.634 | 15.359 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.07B | 183B | 1% |
| Annual Yield % from dividends | 1.61 | 2.36 | 68% |
| Returns for 1 year | 26.33 | 20.40 | 129% |
| Returns for 3 years | 20.41 | 25.00 | 82% |
| Returns for 5 years | 63.80 | 54.20 | 118% |
| Returns for 10 years | N/A | 109.21 | - |