BAUUX
Price
$27.49
Change
-$0.17 (-0.61%)
Updated
Jan 13 closing price
Net Assets
1.11B
DFSTX
Price
$55.15
Change
+$0.02 (+0.04%)
Updated
Jan 13 closing price
Net Assets
18B
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BAUUX vs DFSTX

Header iconBAUUX vs DFSTX Comparison
Open Charts BAUUX vs DFSTXBanner chart's image
Brown Advisory Small-Cap Fdmtl Val Instl
Price$27.49
Change-$0.17 (-0.61%)
VolumeN/A
Net Assets1.11B
DFA US Small Cap I
Price$55.15
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets18B
BAUUX vs DFSTX Comparison Chart in %
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BAUUX vs. DFSTX 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 BAUUX is a Hold and DFSTX is a Hold.

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FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 18B vs. BAUUX (1.11B). DFSTX pays higher dividends than BAUUX: DFSTX (1.08) vs BAUUX (0.66). BAUUX was incepted earlier than DFSTX: BAUUX (13 years) vs DFSTX (34 years). BAUUX (0.96) is less costly to investors than DFSTX (0.28). BAUUX is a more actively managed with annual turnover of: 39.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than BAUUX: DFSTX (0) vs BAUUX (1000000). DFSTX annual gain was more profitable for investors over the last year : 15.11 vs. BAUUX (-0.47). DFSTX return over 5 years is better than : 38.13 vs. BAUUX (10.76).
BAUUXDFSTXBAUUX / DFSTX
Total Expense Ratio0.960.27356%
Annual Report Gross Expense Ratio0.960.28343%
Fund Existence13 years34 years-
Gain YTD3.3465.49061%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.11B18B6%
Annual Yield % from dividends0.661.0861%
Returns for 1 year-0.4715.11-3%
Returns for 3 years-0.7438.60-2%
Returns for 5 years10.7638.1328%
Returns for 10 years46.58126.7937%
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