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BAUAX vs DFSTX
BAUAX vs DFSTX Comparison
Open Charts BAUAX vs DFSTX
Brown Advisory Small-Cap Fdmtl Val Adv
Price$27.80
Change-$1.40 (-4.79%)
VolumeN/A
Net Assets1.12B
BAUAX vs DFSTX Comparison Chart in %
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BAUAX vs. DFSTX commentary
Feb 04, 2026
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 BAUAX is a Buy and DFSTX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 18.1B vs. BAUAX (1.12B). DFSTX pays higher dividends than BAUAX: DFSTX (1.02) vs BAUAX (0.46). BAUAX was incepted earlier than DFSTX: BAUAX (15 years) vs DFSTX (34 years). BAUAX (1.36) is less costly to investors than DFSTX (0.28). BAUAX is a more actively managed with annual turnover of: 39.00 vs. DFSTX (5.00). DFSTX has a lower initial minimum investment than BAUAX: DFSTX (0) vs BAUAX (100). DFSTX annual gain was more profitable for investors over the last year : 13.21 vs. BAUAX (-0.44). DFSTX return over 5 years is better than : 38.07 vs. BAUAX (11.08).
| BAUAX | DFSTX | BAUAX / DFSTX | |
| Total Expense Ratio | 1.36 | 0.27 | 504% |
| Annual Report Gross Expense Ratio | 1.36 | 0.28 | 486% |
| Fund Existence | 15 years | 34 years | - |
| Gain YTD | 5.945 | 6.752 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 18.1B | 6% |
| Annual Yield % from dividends | 0.46 | 1.02 | 45% |
| Returns for 1 year | -0.44 | 13.21 | -3% |
| Returns for 3 years | -3.76 | 33.64 | -11% |
| Returns for 5 years | 11.08 | 38.07 | 29% |
| Returns for 10 years | 46.48 | 131.31 | 35% |
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