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BAFZX vs VMBIX
BAFZX vs VMBIX Comparison
Open Charts BAFZX vs VMBIX
Brown Advisory Mortgage Securities Instl
Price$8.89
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets285.99M
Vanguard Mortgage-Backed Secs Idx Instl
Price$24.56
Change+$0.04 (+0.16%)
VolumeN/A
Net Assets16.07B
BAFZX vs VMBIX Comparison Chart
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BAFZX vs. VMBIX commentary
May 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 BAFZX is a Hold and VMBIX is a Hold.
FUNDAMENTALS
Fundamentals
VMBIX has more cash in the bank: 16.1B vs. BAFZX (286M). BAFZX pays higher dividends than VMBIX: BAFZX (4.39) vs VMBIX (4.09). BAFZX was incepted earlier than VMBIX: BAFZX (11 years) vs VMBIX (12 years). BAFZX (0.46) is less costly to investors than VMBIX (0.04). BAFZX is a more actively managed with annual turnover of: 335.00 vs. VMBIX (79.00). BAFZX has a lower initial minimum investment than VMBIX: BAFZX (1000000) vs VMBIX (5000000). VMBIX (5.21) and BAFZX (4.97) have marching annual gain over last year. BAFZX return over 5 years is better than : -2.47 vs. VMBIX (-5.34).
| BAFZX | VMBIX | BAFZX / VMBIX | |
| Total Expense Ratio | 0.46 | 0.04 | 1,150% |
| Annual Report Gross Expense Ratio | 0.46 | 0.04 | 1,150% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | 1.515 | 1.653 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 286M | 16.1B | 2% |
| Annual Yield % from dividends | 4.39 | 4.09 | 108% |
| Returns for 1 year | 4.97 | 5.21 | 95% |
| Returns for 3 years | 2.09 | 3.40 | 62% |
| Returns for 5 years | -2.47 | -5.34 | 46% |
| Returns for 10 years | 11.82 | 8.58 | 138% |
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