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$27.86
Change+$0.27 (+0.98%)
VolumeN/A
Net Assets1.22B
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
BAUAX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BAUAX vs. NAESX 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 BAUAX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. BAUAX (1.22B). NAESX pays higher dividends than BAUAX: NAESX (1.28) vs BAUAX (1.01). 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 : 12.22 vs. BAUAX (-5.95). NAESX return over 5 years is better than : 69.32 vs. BAUAX (50.79).
| 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 | -1.171 | 1.432 | -82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 3000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 148B | 1% |
| Annual Yield % from dividends | 1.01 | 1.28 | 79% |
| Returns for 1 year | -5.95 | 12.22 | -49% |
| Returns for 3 years | 6.09 | 37.83 | 16% |
| Returns for 5 years | 50.79 | 69.32 | 73% |
| Returns for 10 years | 22.17 | 108.83 | 20% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement