BAUUX
Price
$29.31
Change
+$0.09 (+0.31%)
Updated
Oct 17 closing price
Net Assets
1.22B
DFSTX
Price
$50.88
Change
+$0.01 (+0.02%)
Updated
Oct 17 closing price
Net Assets
16.83B
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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$29.31
Change+$0.09 (+0.31%)
VolumeN/A
Net Assets1.22B
DFA US Small Cap I
Price$50.88
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets16.83B
BAUUX vs DFSTX Comparison Chart in %
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BAUUX vs. DFSTX commentary
Oct 19, 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 BAUUX is a Hold and DFSTX is a Hold.

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FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.8B vs. BAUUX (1.22B). BAUUX pays higher dividends than DFSTX: BAUUX (1.35) vs DFSTX (1.07). BAUUX was incepted earlier than DFSTX: BAUUX (13 years) vs DFSTX (34 years). BAUUX (0.95) 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 : 3.09 vs. BAUUX (-12.44). DFSTX return over 5 years is better than : 62.62 vs. BAUUX (42.99).
BAUUXDFSTXBAUUX / DFSTX
Total Expense Ratio0.950.27352%
Annual Report Gross Expense Ratio0.950.28339%
Fund Existence13 years34 years-
Gain YTD2.9504.89360%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.22B16.8B7%
Annual Yield % from dividends1.351.07127%
Returns for 1 year-12.443.09-403%
Returns for 3 years10.2134.0630%
Returns for 5 years42.9962.6269%
Returns for 10 years35.4973.6048%
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