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BAUUX vs NAESX
BAUUX vs NAESX Comparison
Open Charts BAUUX vs NAESX
Brown Advisory Small-Cap Fdmtl Val Instl
Price$26.27
Change-$0.50 (-1.87%)
VolumeN/A
Net Assets1.16B
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
BAUUX vs NAESX Comparison Chart
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BAUUX vs. NAESX commentary
Jun 16, 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 NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. BAUUX (1.16B). BAUUX pays higher dividends than NAESX: BAUUX (1.53) vs NAESX (1.35). 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 : 5.19 vs. BAUUX (-10.79). NAESX return over 5 years is better than : 63.19 vs. BAUUX (42.95).
| 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 | -7.727 | -4.390 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 148B | 1% |
| Annual Yield % from dividends | 1.53 | 1.35 | 113% |
| Returns for 1 year | -10.79 | 5.19 | -208% |
| Returns for 3 years | 2.27 | 31.28 | 7% |
| Returns for 5 years | 42.95 | 63.19 | 68% |
| Returns for 10 years | 16.58 | 92.88 | 18% |
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