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BAUAX vs VRTIX
BAUAX vs VRTIX Comparison
Open Charts BAUAX vs VRTIX
Brown Advisory Small-Cap Fdmtl Val Adv
Price$28.84
Change-$0.44 (-1.50%)
VolumeN/A
Net Assets1.22B
Vanguard Russell 2000 Index I
Price$366.15
Change-$10.42 (-2.77%)
VolumeN/A
Net Assets13.89B
BAUAX vs VRTIX Comparison Chart in %
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BAUAX vs. VRTIX commentary
Nov 14, 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 VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. BAUAX (1.22B). VRTIX pays higher dividends than BAUAX: VRTIX (1.18) vs BAUAX (0.95). BAUAX was incepted earlier than VRTIX: BAUAX (14 years) vs VRTIX (15 years). BAUAX (1.35) is less costly to investors than VRTIX (0.07). BAUAX is a more actively managed with annual turnover of: 39.00 vs. VRTIX (12.00). BAUAX has a lower initial minimum investment than VRTIX: BAUAX (100) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 2.86 vs. BAUAX (-14.42). VRTIX return over 5 years is better than : 42.91 vs. BAUAX (33.65).
| BAUAX | VRTIX | BAUAX / VRTIX | |
| Total Expense Ratio | 1.35 | 0.07 | 1,929% |
| Annual Report Gross Expense Ratio | 1.35 | 0.07 | 1,929% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | 3.867 | 10.359 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 13.9B | 9% |
| Annual Yield % from dividends | 0.95 | 1.18 | 80% |
| Returns for 1 year | -14.42 | 2.86 | -505% |
| Returns for 3 years | 0.90 | 31.84 | 3% |
| Returns for 5 years | 33.65 | 42.91 | 78% |
| Returns for 10 years | 34.55 | 123.36 | 28% |
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