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BAUUX vs VRTIX
BAUUX vs VRTIX Comparison
Open Charts BAUUX vs VRTIX
Brown Advisory Small-Cap Fdmtl Val Instl
Price$28.19
Change-$1.39 (-4.70%)
VolumeN/A
Net Assets1.12B
Vanguard Russell 2000 Index I
Price$406.50
Change+$27.42 (+7.23%)
VolumeN/A
Net Assets14.31B
BAUUX vs VRTIX Comparison Chart in %
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BAUUX vs. VRTIX commentary
Feb 05, 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 VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. BAUUX (1.12B). VRTIX pays higher dividends than BAUUX: VRTIX (1.19) vs BAUUX (0.63). BAUUX was incepted earlier than VRTIX: BAUUX (13 years) vs VRTIX (15 years). BAUUX (0.96) is less costly to investors than VRTIX (0.07). BAUUX is a more actively managed with annual turnover of: 39.00 vs. VRTIX (14.00). BAUUX has a lower initial minimum investment than VRTIX: BAUUX (1000000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 17.71 vs. BAUUX (0.12). VRTIX return over 5 years is better than : 22.38 vs. BAUUX (13.44).
| BAUUX | VRTIX | BAUUX / VRTIX | |
| Total Expense Ratio | 0.96 | 0.07 | 1,371% |
| Annual Report Gross Expense Ratio | 0.96 | 0.07 | 1,371% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 5.977 | 6.757 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 14.3B | 8% |
| Annual Yield % from dividends | 0.63 | 1.19 | 53% |
| Returns for 1 year | 0.12 | 17.71 | 1% |
| Returns for 3 years | -2.19 | 35.16 | -6% |
| Returns for 5 years | 13.44 | 22.38 | 60% |
| Returns for 10 years | 52.38 | 180.76 | 29% |
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