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BVALX vs VVIAX
BVALX vs VVIAX Comparison
Open Charts BVALX vs VVIAX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$14.46
Change+$0.17 (+1.19%)
VolumeN/A
Net Assets1.71B
Vanguard Value Index Adm
Price$67.50
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
BVALX vs VVIAX Comparison Chart
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BVALX vs. VVIAX commentary
Jun 07, 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: 189B vs. BVALX (1.71B). VVIAX pays higher dividends than BVALX: VVIAX (2.28) vs BVALX (1.43). 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 : 6.82 vs. BVALX (-6.64). VVIAX return over 5 years is better than : 58.69 vs. BVALX (39.65).
| 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 | -2.590 | 1.255 | -206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.71B | 189B | 1% |
| Annual Yield % from dividends | 1.43 | 2.28 | 63% |
| Returns for 1 year | -6.64 | 6.82 | -97% |
| Returns for 3 years | 15.19 | 18.51 | 82% |
| Returns for 5 years | 39.65 | 58.69 | 68% |
| Returns for 10 years | N/A | 102.89 | - |
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