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BVALX vs VVIAX
BVALX vs VVIAX Comparison
Open Charts BVALX vs VVIAX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$14.64
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets1.65B
Vanguard Value Index Adm
Price$69.38
Change+$0.35 (+0.51%)
VolumeN/A
Net Assets195.18B
BVALX vs VVIAX Comparison Chart in %
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BVALX vs. VVIAX commentary
Jul 18, 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: 195B vs. BVALX (1.65B). VVIAX pays higher dividends than BVALX: VVIAX (2.18) vs BVALX (1.40). BVALX was incepted earlier than VVIAX: BVALX (7 years) vs VVIAX (25 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 (9.00). 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 : 5.70 vs. BVALX (-7.44). VVIAX return over 5 years is better than : 71.03 vs. BVALX (44.05).
| 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 | 25 years | - |
| Gain YTD | -0.068 | 4.577 | -1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.65B | 195B | 1% |
| Annual Yield % from dividends | 1.40 | 2.18 | 64% |
| Returns for 1 year | -7.44 | 5.70 | -131% |
| Returns for 3 years | 24.27 | 35.05 | 69% |
| Returns for 5 years | 44.05 | 71.03 | 62% |
| Returns for 10 years | N/A | 108.35 | - |
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