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BAUUX vs NAESX
BAUUX vs NAESX Comparison
Open Charts BAUUX vs NAESX
Brown Advisory Small-Cap Fdmtl Val Instl
Price$30.38
Change+$0.47 (+1.57%)
VolumeN/A
Net Assets1.29B
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
BAUUX vs NAESX Comparison Chart in %
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BAUUX vs. NAESX commentary
Sep 08, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. BAUUX (1.29B). BAUUX pays higher dividends than NAESX: BAUUX (1.34) vs NAESX (1.20). 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 : 13.62 vs. BAUUX (-2.92). NAESX return over 5 years is better than : 66.60 vs. BAUUX (50.62).
| 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 | 7.060 | 6.494 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 161B | 1% |
| Annual Yield % from dividends | 1.34 | 1.20 | 112% |
| Returns for 1 year | -2.92 | 13.62 | -21% |
| Returns for 3 years | 14.61 | 39.23 | 37% |
| Returns for 5 years | 50.62 | 66.60 | 76% |
| Returns for 10 years | 45.04 | 132.36 | 34% |
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