BAUAX
Price
$27.12
Change
-$0.17 (-0.62%)
Updated
Jan 13 closing price
Net Assets
1.11B
DFSTX
Price
$55.15
Change
+$0.02 (+0.04%)
Updated
Jan 13 closing price
Net Assets
18B
Interact to see
Advertisement

BAUAX vs DFSTX

Header iconBAUAX vs DFSTX Comparison
Open Charts BAUAX vs DFSTXBanner chart's image
Brown Advisory Small-Cap Fdmtl Val Adv
Price$27.12
Change-$0.17 (-0.62%)
VolumeN/A
Net Assets1.11B
DFA US Small Cap I
Price$55.15
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets18B
BAUAX vs DFSTX Comparison Chart in %
View a ticker or compare two or three
VS
BAUAX vs. DFSTX commentary
Jan 15, 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 Hold and DFSTX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 18B vs. BAUAX (1.11B). DFSTX pays higher dividends than BAUAX: DFSTX (1.08) vs BAUAX (0.48). BAUAX was incepted earlier than DFSTX: BAUAX (14 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 (6.00). 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 : 15.11 vs. BAUAX (-1.01). DFSTX return over 5 years is better than : 38.13 vs. BAUAX (8.44).
BAUAXDFSTXBAUAX / DFSTX
Total Expense Ratio1.360.27504%
Annual Report Gross Expense Ratio1.360.28486%
Fund Existence14 years34 years-
Gain YTD3.3545.49061%
Front LoadN/AN/A-
Min. Initial Investment1000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.11B18B6%
Annual Yield % from dividends0.481.0844%
Returns for 1 year-1.0115.11-7%
Returns for 3 years-2.3038.60-6%
Returns for 5 years8.4438.1322%
Returns for 10 years40.88126.7932%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
MST7.140.75
+11.74%
Defiance Leveraged Long + Inc MSTR ETF
POWR23.840.23
+0.97%
iShares U.S. Power Infrastructure ETF
ICOW39.87-0.08
-0.20%
Pacer Dev Mkts Intl Csh Cows 100 ETF
FTHF34.97-0.35
-1.00%
FT EM Human Flourishing ETF
FLCH25.10-0.32
-1.26%
Franklin FTSE China ETF