Interact to see
Advertisement
Advertisement
BAUAX vs NAESX
BAUAX vs NAESX Comparison
Open Charts BAUAX vs NAESX
Brown Advisory Small-Cap Fdmtl Val Adv
Price$25.97
Change-$0.49 (-1.85%)
VolumeN/A
Net Assets1.16B
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
BAUAX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BAUAX vs. NAESX commentary
Jun 15, 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 Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. BAUAX (1.16B). NAESX pays higher dividends than BAUAX: NAESX (1.35) vs BAUAX (1.05). 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 : 5.19 vs. BAUAX (-11.30). NAESX return over 5 years is better than : 63.19 vs. BAUAX (40.19).
| 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 | -7.875 | -4.390 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 3000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 148B | 1% |
| Annual Yield % from dividends | 1.05 | 1.35 | 78% |
| Returns for 1 year | -11.30 | 5.19 | -218% |
| Returns for 3 years | 1.13 | 31.28 | 4% |
| Returns for 5 years | 40.19 | 63.19 | 64% |
| Returns for 10 years | 12.67 | 92.88 | 14% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement