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BAUAX vs NAESX
BAUAX vs NAESX Comparison
Open Charts BAUAX vs NAESX
Brown Advisory Small-Cap Fdmtl Val Adv
Price$30.00
Change+$0.46 (+1.56%)
VolumeN/A
Net Assets1.29B
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
BAUAX vs NAESX Comparison Chart in %
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BAUAX vs. NAESX commentary
Sep 08, 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 BAUAX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. BAUAX (1.29B). NAESX pays higher dividends than BAUAX: NAESX (1.20) vs BAUAX (0.92). BAUAX was incepted earlier than NAESX: BAUAX (14 years) vs NAESX (65 years). BAUAX (1.35) is less costly to investors than NAESX (0.17). BAUAX is a more actively managed with annual turnover of: 44.00 vs. NAESX (13.00). BAUAX has a lower initial minimum investment than NAESX: BAUAX (100) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 13.62 vs. BAUAX (-3.45). NAESX return over 5 years is better than : 66.60 vs. BAUAX (47.79).
| BAUAX | NAESX | BAUAX / NAESX | |
| Total Expense Ratio | 1.35 | 0.17 | 794% |
| Annual Report Gross Expense Ratio | 1.35 | 0.17 | 794% |
| Fund Existence | 14 years | 65 years | - |
| Gain YTD | 6.811 | 6.494 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 3000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 161B | 1% |
| Annual Yield % from dividends | 0.92 | 1.20 | 77% |
| Returns for 1 year | -3.45 | 13.62 | -25% |
| Returns for 3 years | 13.38 | 39.23 | 34% |
| Returns for 5 years | 47.79 | 66.60 | 72% |
| Returns for 10 years | 40.25 | 132.36 | 30% |
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