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BAFAX vs VTSMX
BAFAX vs VTSMX Comparison
Open Charts BAFAX vs VTSMX
Brown Advisory Flexible Equity Adv
Price$43.64
Change+$0.40 (+0.93%)
VolumeN/A
Net Assets1.04B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
BAFAX vs VTSMX Comparison Chart in %
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BAFAX vs. VTSMX commentary
Jul 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 BAFAX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. BAFAX (1.04B). VTSMX pays higher dividends than BAFAX: VTSMX (1.12) vs BAFAX (0.08). BAFAX was incepted earlier than VTSMX: BAFAX (18 years) vs VTSMX (33 years). BAFAX (0.93) is less costly to investors than VTSMX (0.14). BAFAX is a more actively managed with annual turnover of: 15.00 vs. VTSMX (2.00). BAFAX has a lower initial minimum investment than VTSMX: BAFAX (100) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. BAFAX (10.04). VTSMX return over 5 years is better than : 95.59 vs. BAFAX (78.35).
| BAFAX | VTSMX | BAFAX / VTSMX | |
| Total Expense Ratio | 0.93 | 0.14 | 664% |
| Annual Report Gross Expense Ratio | 0.93 | 0.14 | 664% |
| Fund Existence | 18 years | 33 years | - |
| Gain YTD | 6.856 | 6.421 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 3000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 1.82T | 0% |
| Annual Yield % from dividends | 0.08 | 1.12 | 7% |
| Returns for 1 year | 10.04 | 13.89 | 72% |
| Returns for 3 years | 59.59 | 62.08 | 96% |
| Returns for 5 years | 78.35 | 95.59 | 82% |
| Returns for 10 years | 177.13 | 198.05 | 89% |
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