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BAUUX vs VRTIX
BAUUX vs VRTIX Comparison
Open Charts BAUUX vs VRTIX
Brown Advisory Small-Cap Fdmtl Val Instl
Price$27.36
Change+$0.08 (+0.29%)
VolumeN/A
Net Assets1.14B
Vanguard Russell 2000 Index I
Price$390.71
Change+$1.07 (+0.27%)
VolumeN/A
Net Assets14.25B
BAUUX vs VRTIX Comparison Chart in %
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BAUUX vs. VRTIX commentary
Dec 25, 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 StrongBuy and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. BAUUX (1.14B). BAUUX pays higher dividends than VRTIX: BAUUX (1.35) vs VRTIX (1.17). 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 : 13.07 vs. BAUUX (-4.77). VRTIX return over 5 years is better than : 29.26 vs. BAUUX (17.94).
| 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 | -3.899 | 14.503 | -27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 14.3B | 8% |
| Annual Yield % from dividends | 1.35 | 1.17 | 115% |
| Returns for 1 year | -4.77 | 13.07 | -36% |
| Returns for 3 years | 3.71 | 46.54 | 8% |
| Returns for 5 years | 17.94 | 29.26 | 61% |
| Returns for 10 years | 29.78 | 130.53 | 23% |
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