Interact to see
Advertisement
Advertisement
BAFZX vs VMBIX
BAFZX vs VMBIX Comparison
Open Charts BAFZX vs VMBIX
Brown Advisory Mortgage Securities Instl
Price$9.05
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets288.6M
Vanguard Mortgage-Backed Secs Idx Instl
Price$25.08
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets16.23B
BAFZX vs VMBIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BAFZX vs. VMBIX commentary
Aug 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: 16.2B vs. BAFZX (289M). BAFZX pays higher dividends than VMBIX: BAFZX (4.48) vs VMBIX (4.19). 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 : 2.82 vs. BAFZX (2.40). BAFZX return over 5 years is better than : -0.86 vs. VMBIX (-2.64).
| 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 | 4.446 | 4.786 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 289M | 16.2B | 2% |
| Annual Yield % from dividends | 4.48 | 4.19 | 107% |
| Returns for 1 year | 2.40 | 2.82 | 85% |
| Returns for 3 years | 5.68 | 6.53 | 87% |
| Returns for 5 years | -0.86 | -2.64 | 33% |
| Returns for 10 years | 15.08 | 11.93 | 126% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement