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BAUAX vs NAESX
BAUAX vs NAESX Comparison
Open Charts BAUAX vs NAESX
Brown Advisory Small-Cap Fdmtl Val Adv
Price$28.79
Change-$0.23 (-0.79%)
VolumeN/A
Net Assets1.25B
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
BAUAX vs NAESX Comparison Chart in %
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BAUAX vs. NAESX commentary
Aug 18, 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: 154B vs. BAUAX (1.25B). NAESX pays higher dividends than BAUAX: NAESX (1.25) vs BAUAX (0.98). 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 : 9.15 vs. BAUAX (-7.24). NAESX return over 5 years is better than : 57.53 vs. BAUAX (37.20).
| 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 | 2.128 | 2.494 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 3000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 154B | 1% |
| Annual Yield % from dividends | 0.98 | 1.25 | 79% |
| Returns for 1 year | -7.24 | 9.15 | -79% |
| Returns for 3 years | -1.96 | 20.39 | -10% |
| Returns for 5 years | 37.20 | 57.53 | 65% |
| Returns for 10 years | 27.55 | 112.59 | 24% |
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