Interact to see
Advertisement
Advertisement
BAUAX vs VRTIX
BAUAX vs VRTIX Comparison
Open Charts BAUAX vs VRTIX
Brown Advisory Small-Cap Fdmtl Val Adv
Price$27.12
Change-$0.17 (-0.62%)
VolumeN/A
Net Assets1.11B
Vanguard Russell 2000 Index I
Price$404.02
Change-$0.40 (-0.10%)
VolumeN/A
Net Assets14.31B
BAUAX vs VRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BAUAX vs. VRTIX commentary
Jan 15, 2026
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: 14.3B vs. BAUAX (1.11B). VRTIX pays higher dividends than BAUAX: VRTIX (1.25) vs BAUAX (0.48). BAUAX was incepted earlier than VRTIX: BAUAX (14 years) vs VRTIX (15 years). BAUAX (1.36) is less costly to investors than VRTIX (0.07). BAUAX is a more actively managed with annual turnover of: 39.00 vs. VRTIX (14.00). 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 : 20.44 vs. BAUAX (-1.01). VRTIX return over 5 years is better than : 24.33 vs. BAUAX (8.44).
| BAUAX | VRTIX | BAUAX / VRTIX | |
| Total Expense Ratio | 1.36 | 0.07 | 1,943% |
| Annual Report Gross Expense Ratio | 1.36 | 0.07 | 1,943% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | 3.354 | 6.106 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 14.3B | 8% |
| Annual Yield % from dividends | 0.48 | 1.25 | 38% |
| Returns for 1 year | -1.01 | 20.44 | -5% |
| Returns for 3 years | -2.30 | 41.44 | -6% |
| Returns for 5 years | 8.44 | 24.33 | 35% |
| Returns for 10 years | 40.88 | 173.11 | 24% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement