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BAUUX vs NAESX
BAUUX vs NAESX Comparison
Open Charts BAUUX vs NAESX
Brown Advisory Small-Cap Fdmtl Val Instl
Price$28.50
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets1.23B
Vanguard Small Cap Index I
Price$117.71
Change-$0.46 (-0.39%)
VolumeN/A
Net Assets153.28B
BAUUX vs NAESX Comparison Chart in %
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BAUUX vs. NAESX commentary
Jul 29, 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 Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. BAUUX (1.23B). BAUUX pays higher dividends than NAESX: BAUUX (1.47) vs NAESX (1.28). BAUUX was incepted earlier than NAESX: BAUUX (13 years) vs NAESX (65 years). BAUUX (0.95) is less costly to investors than NAESX (0.17). BAUUX is a more actively managed with annual turnover of: 44.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than BAUUX: NAESX (3000) vs BAUUX (1000000). NAESX annual gain was more profitable for investors over the last year : 6.25 vs. BAUUX (-13.66). NAESX return over 5 years is better than : 62.27 vs. BAUUX (45.72).
| BAUUX | NAESX | BAUUX / NAESX | |
| Total Expense Ratio | 0.95 | 0.17 | 559% |
| Annual Report Gross Expense Ratio | 0.95 | 0.17 | 559% |
| Fund Existence | 13 years | 65 years | - |
| Gain YTD | 0.105 | 2.380 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 153B | 1% |
| Annual Yield % from dividends | 1.47 | 1.28 | 115% |
| Returns for 1 year | -13.66 | 6.25 | -219% |
| Returns for 3 years | 1.14 | 27.51 | 4% |
| Returns for 5 years | 45.72 | 62.27 | 73% |
| Returns for 10 years | 28.70 | 110.74 | 26% |
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