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BVALX vs VVIAX
BVALX vs VVIAX Comparison
Open Charts BVALX vs VVIAX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$16.32
Change-$0.22 (-1.33%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$68.70
Change-$0.27 (-0.39%)
VolumeN/A
CapitalizationN/A
BVALX vs VVIAX Comparison Chart
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BVALX vs. VVIAX commentary
Nov 18, 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 StrongSell and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. BVALX (2.03B). 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 : 27.39 vs. VVIAX (25.54). BVALX return over 5 years is better than : 54.38 vs. VVIAX (50.78).
| 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 | 14.930 | 17.922 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.03B | 184B | 1% |
| Annual Yield % from dividends | 1.61 | 2.36 | 68% |
| Returns for 1 year | 27.39 | 25.54 | 107% |
| Returns for 3 years | 17.11 | 21.55 | 79% |
| Returns for 5 years | 54.38 | 50.78 | 107% |
| Returns for 10 years | N/A | 110.49 | - |
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