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BAFZX vs VMBSX
BAFZX vs VMBSX Comparison
Open Charts BAFZX vs VMBSX
Brown Advisory Mortgage Securities Instl
Price$8.90
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets285.16M
Vanguard Mortgage-Backed Secs Idx Adm
Price$18.18
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets20.89B
BAFZX vs VMBSX Comparison Chart
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BAFZX vs. VMBSX commentary
Feb 06, 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 VMBSX is a Hold.
FUNDAMENTALS
Fundamentals
VMBSX has more cash in the bank: 20.9B vs. BAFZX (285M). BAFZX pays higher dividends than VMBSX: BAFZX (4.03) vs VMBSX (3.53). BAFZX was incepted earlier than VMBSX: BAFZX (11 years) vs VMBSX (15 years). BAFZX is a more actively managed with annual turnover of: 229.00 vs. VMBSX (101.00). VMBSX has a lower initial minimum investment than BAFZX: VMBSX (3000) vs BAFZX (1000000). VMBSX annual gain was more profitable for investors over the last year : 3.89 vs. BAFZX (3.31). BAFZX return over 5 years is better than : -1.40 vs. VMBSX (-3.97).
| BAFZX | VMBSX | BAFZX / VMBSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | 0.412 | 0.625 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285M | 20.9B | 1% |
| Annual Yield % from dividends | 4.03 | 3.53 | 114% |
| Returns for 1 year | 3.31 | 3.89 | 85% |
| Returns for 3 years | -3.11 | -3.22 | 97% |
| Returns for 5 years | -1.40 | -3.97 | 35% |
| Returns for 10 years | 11.29 | 7.75 | 146% |
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