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BVALX vs VVIAX
BVALX vs VVIAX Comparison
Open Charts BVALX vs VVIAX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$14.89
Change-$0.38 (-2.49%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
BVALX vs VVIAX Comparison Chart
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BVALX vs. VVIAX commentary
Dec 19, 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 Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. BVALX (1.99B). 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 : 16.45 vs. BVALX (9.07). VVIAX (44.62) and BVALX (42.70) have equivalent 5 years return.
| 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 | 7.535 | 16.051 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.99B | 195B | 1% |
| Annual Yield % from dividends | 1.61 | 2.36 | 68% |
| Returns for 1 year | 9.07 | 16.45 | 55% |
| Returns for 3 years | 22.36 | 20.49 | 109% |
| Returns for 5 years | 42.70 | 44.62 | 96% |
| Returns for 10 years | N/A | 104.84 | - |
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