Interact to see
Advertisement
Advertisement
BAFAX vs VTSMX
BAFAX vs VTSMX Comparison
Open Charts BAFAX vs VTSMX
Brown Advisory Flexible Equity Adv
Price$43.17
Change-$0.10 (-0.23%)
VolumeN/A
Net Assets1.03B
Vanguard Total Stock Mkt Idx I
Price$150.47
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.91T
BAFAX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BAFAX vs. VTSMX commentary
Jul 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 BAFAX is a StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. BAFAX (1.03B). VTSMX pays higher dividends than BAFAX: VTSMX (1.12) vs BAFAX (0.08). BAFAX was incepted earlier than VTSMX: BAFAX (18 years) vs VTSMX (33 years). BAFAX (0.93) is less costly to investors than VTSMX (0.14). BAFAX is a more actively managed with annual turnover of: 15.00 vs. VTSMX (2.00). BAFAX has a lower initial minimum investment than VTSMX: BAFAX (100) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 12.47 vs. BAFAX (7.30). VTSMX return over 5 years is better than : 90.23 vs. BAFAX (71.46).
| BAFAX | VTSMX | BAFAX / VTSMX | |
| Total Expense Ratio | 0.93 | 0.14 | 664% |
| Annual Report Gross Expense Ratio | 0.93 | 0.14 | 664% |
| Fund Existence | 18 years | 33 years | - |
| Gain YTD | 5.950 | 6.762 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 3000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 1.91T | 0% |
| Annual Yield % from dividends | 0.08 | 1.12 | 7% |
| Returns for 1 year | 7.30 | 12.47 | 59% |
| Returns for 3 years | 58.24 | 62.18 | 94% |
| Returns for 5 years | 71.46 | 90.23 | 79% |
| Returns for 10 years | 165.41 | 191.62 | 86% |