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BAUUX vs VRTIX
BAUUX vs VRTIX Comparison
Open Charts BAUUX vs VRTIX
Brown Advisory Small-Cap Fdmtl Val Instl
Price$29.31
Change+$0.09 (+0.31%)
VolumeN/A
Net Assets1.22B
Vanguard Russell 2000 Index I
Price$376.58
Change-$2.27 (-0.60%)
VolumeN/A
Net Assets13.58B
BAUUX vs VRTIX Comparison Chart in %
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BAUUX vs. VRTIX commentary
Oct 19, 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 VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. BAUUX (1.22B). BAUUX pays higher dividends than VRTIX: BAUUX (1.35) vs VRTIX (1.20). BAUUX was incepted earlier than VRTIX: BAUUX (13 years) vs VRTIX (15 years). BAUUX (0.95) is less costly to investors than VRTIX (0.07). BAUUX is a more actively managed with annual turnover of: 39.00 vs. VRTIX (12.00). 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 : 7.92 vs. BAUUX (-12.44). VRTIX return over 5 years is better than : 52.70 vs. BAUUX (42.99).
| BAUUX | VRTIX | BAUUX / VRTIX | |
| Total Expense Ratio | 0.95 | 0.07 | 1,357% |
| Annual Report Gross Expense Ratio | 0.95 | 0.07 | 1,357% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 2.950 | 10.362 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 13.6B | 9% |
| Annual Yield % from dividends | 1.35 | 1.20 | 112% |
| Returns for 1 year | -12.44 | 7.92 | -157% |
| Returns for 3 years | 10.21 | 41.48 | 25% |
| Returns for 5 years | 42.99 | 52.70 | 82% |
| Returns for 10 years | 35.49 | 120.39 | 29% |
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