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BAUUX vs VRTIX
BAUUX vs VRTIX Comparison
Open Charts BAUUX vs VRTIX
Brown Advisory Small-Cap Fdmtl Val Instl
Price$27.49
Change-$0.17 (-0.61%)
VolumeN/A
Net Assets1.11B
Vanguard Russell 2000 Index I
Price$404.02
Change-$0.40 (-0.10%)
VolumeN/A
Net Assets14.31B
BAUUX vs VRTIX Comparison Chart in %
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BAUUX vs. VRTIX commentary
Jan 15, 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 Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. BAUUX (1.11B). VRTIX pays higher dividends than BAUUX: VRTIX (1.25) vs BAUUX (0.66). 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 : 20.44 vs. BAUUX (-0.47). VRTIX return over 5 years is better than : 24.33 vs. BAUUX (10.76).
| 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 | 3.346 | 6.106 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 14.3B | 8% |
| Annual Yield % from dividends | 0.66 | 1.25 | 52% |
| Returns for 1 year | -0.47 | 20.44 | -2% |
| Returns for 3 years | -0.74 | 41.44 | -2% |
| Returns for 5 years | 10.76 | 24.33 | 44% |
| Returns for 10 years | 46.58 | 173.11 | 27% |
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