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BAUUX vs NAESX
BAUUX vs NAESX Comparison
Open Charts BAUUX vs NAESX
Brown Advisory Small-Cap Fdmtl Val Instl
Price$28.19
Change-$1.39 (-4.70%)
VolumeN/A
Net Assets1.12B
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
BAUUX vs NAESX Comparison Chart in %
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BAUUX vs. NAESX commentary
Feb 04, 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 Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. BAUUX (1.12B). NAESX pays higher dividends than BAUUX: NAESX (1.16) vs BAUUX (0.63). BAUUX was incepted earlier than NAESX: BAUUX (13 years) vs NAESX (65 years). BAUUX (0.96) is less costly to investors than NAESX (0.17). BAUUX is a more actively managed with annual turnover of: 39.00 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 : 10.68 vs. BAUUX (0.12). NAESX return over 5 years is better than : 31.77 vs. BAUUX (13.44).
| BAUUX | NAESX | BAUUX / NAESX | |
| Total Expense Ratio | 0.96 | 0.17 | 565% |
| Annual Report Gross Expense Ratio | 0.96 | 0.17 | 565% |
| Fund Existence | 13 years | 65 years | - |
| Gain YTD | 5.977 | 5.519 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 162B | 1% |
| Annual Yield % from dividends | 0.63 | 1.16 | 54% |
| Returns for 1 year | 0.12 | 10.68 | 1% |
| Returns for 3 years | -2.19 | 33.00 | -7% |
| Returns for 5 years | 13.44 | 31.77 | 42% |
| Returns for 10 years | 52.38 | 185.98 | 28% |
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