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BAFZX vs VMBIX
BAFZX vs VMBIX Comparison
Open Charts BAFZX vs VMBIX
Brown Advisory Mortgage Securities Instl
Price$8.94
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets286.65M
Vanguard Mortgage-Backed Secs Idx Instl
Price$24.74
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets16.03B
BAFZX vs VMBIX Comparison Chart in %
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BAFZX vs. VMBIX commentary
Jun 17, 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: 16B vs. BAFZX (287M). BAFZX pays higher dividends than VMBIX: BAFZX (4.45) vs VMBIX (4.16). 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 annual gain was more profitable for investors over the last year : 4.37 vs. BAFZX (4.03). BAFZX return over 5 years is better than : -1.70 vs. VMBIX (-4.03).
| 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 | 2.592 | 2.926 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 16B | 2% |
| Annual Yield % from dividends | 4.45 | 4.16 | 107% |
| Returns for 1 year | 4.03 | 4.37 | 92% |
| Returns for 3 years | 6.18 | 8.39 | 74% |
| Returns for 5 years | -1.70 | -4.03 | 42% |
| Returns for 10 years | 13.55 | 10.27 | 132% |
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