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BAFZX vs VMBIX
BAFZX vs VMBIX Comparison
Open Charts BAFZX vs VMBIX
Brown Advisory Mortgage Securities Instl
Price$8.90
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets285.16M
Vanguard Mortgage-Backed Secs Idx Instl
Price$24.63
Change+$0.04 (+0.16%)
VolumeN/A
Net Assets20.89B
BAFZX vs VMBIX Comparison Chart
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BAFZX vs. VMBIX commentary
Feb 05, 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 BAFZX is a Hold and VMBIX is a Hold.
FUNDAMENTALS
Fundamentals
VMBIX has more cash in the bank: 20.9B vs. BAFZX (285M). BAFZX pays higher dividends than VMBIX: BAFZX (4.03) vs VMBIX (3.55). BAFZX was incepted earlier than VMBIX: BAFZX (11 years) vs VMBIX (11 years). BAFZX is a more actively managed with annual turnover of: 229.00 vs. VMBIX (101.00). BAFZX has a lower initial minimum investment than VMBIX: BAFZX (1000000) vs VMBIX (5000000). VMBIX annual gain was more profitable for investors over the last year : 3.86 vs. BAFZX (3.31). BAFZX return over 5 years is better than : -1.40 vs. VMBIX (-3.87).
| BAFZX | VMBIX | BAFZX / VMBIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 0.412 | 0.638 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285M | 20.9B | 1% |
| Annual Yield % from dividends | 4.03 | 3.55 | 114% |
| Returns for 1 year | 3.31 | 3.86 | 86% |
| Returns for 3 years | -3.11 | -3.18 | 98% |
| Returns for 5 years | -1.40 | -3.87 | 36% |
| Returns for 10 years | 11.29 | 7.95 | 142% |
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