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BVALX vs VVIAX
BVALX vs VVIAX Comparison
Open Charts BVALX vs VVIAX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$14.97
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets1.54B
Vanguard Value Index Adm
Price$72.23
Change+$0.31 (+0.43%)
VolumeN/A
Net Assets202.84B
BVALX vs VVIAX Comparison Chart in %
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BVALX vs. VVIAX commentary
Sep 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 Hold and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 203B vs. BVALX (1.54B). VVIAX pays higher dividends than BVALX: VVIAX (2.10) vs BVALX (1.36). BVALX was incepted earlier than VVIAX: BVALX (8 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 : 6.87 vs. BVALX (-7.79). VVIAX return over 5 years is better than : 73.52 vs. BVALX (42.54).
| 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 | 8 years | 25 years | - |
| Gain YTD | 1.840 | 8.956 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 203B | 1% |
| Annual Yield % from dividends | 1.36 | 2.10 | 65% |
| Returns for 1 year | -7.79 | 6.87 | -113% |
| Returns for 3 years | 26.95 | 38.36 | 70% |
| Returns for 5 years | 42.54 | 73.52 | 58% |
| Returns for 10 years | N/A | 137.92 | - |
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