BAUUX
Price
$27.36
Change
+$0.08 (+0.29%)
Updated
Dec 24 closing price
Net Assets
1.14B
DFSTX
Price
$53.51
Change
+$0.15 (+0.28%)
Updated
Dec 24 closing price
Net Assets
17.54B
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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$27.36
Change+$0.08 (+0.29%)
VolumeN/A
Net Assets1.14B
DFA US Small Cap I
Price$53.51
Change+$0.15 (+0.28%)
VolumeN/A
Net Assets17.54B
BAUUX vs DFSTX Comparison Chart in %
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BAUUX vs. DFSTX commentary
Dec 25, 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 StrongBuy and DFSTX is a Hold.

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FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.5B vs. BAUUX (1.14B). BAUUX pays higher dividends than DFSTX: BAUUX (1.35) vs DFSTX (1.05). 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 : 8.98 vs. BAUUX (-4.77). DFSTX return over 5 years is better than : 45.03 vs. BAUUX (17.94).
BAUUXDFSTXBAUUX / DFSTX
Total Expense Ratio0.960.27356%
Annual Report Gross Expense Ratio0.960.28343%
Fund Existence13 years34 years-
Gain YTD-3.89910.315-38%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.14B17.5B6%
Annual Yield % from dividends1.351.05128%
Returns for 1 year-4.778.98-53%
Returns for 3 years3.7142.569%
Returns for 5 years17.9445.0340%
Returns for 10 years29.7895.0831%
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