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BAFZX vs VMBSX
BAFZX vs VMBSX Comparison
Open Charts BAFZX vs VMBSX
Brown Advisory Mortgage Securities Instl
Price$8.98
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets281.68M
Vanguard Mortgage-Backed Secs Idx Adm
Price$18.34
Change-$0.03 (-0.16%)
VolumeN/A
Net Assets16.23B
BAFZX vs VMBSX Comparison Chart in %
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BAFZX vs. VMBSX commentary
Jul 09, 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: 16.2B vs. BAFZX (282M). BAFZX pays higher dividends than VMBSX: BAFZX (4.43) vs VMBSX (4.11). BAFZX was incepted earlier than VMBSX: BAFZX (11 years) vs VMBSX (16 years). BAFZX (0.46) is less costly to investors than VMBSX (0.06). BAFZX is a more actively managed with annual turnover of: 335.00 vs. VMBSX (79.00). VMBSX has a lower initial minimum investment than BAFZX: VMBSX (3000) vs BAFZX (1000000). VMBSX (5.18) and BAFZX (4.99) have marching annual gain over last year. BAFZX return over 5 years is better than : -1.32 vs. VMBSX (-3.83).
| BAFZX | VMBSX | BAFZX / VMBSX | |
| Total Expense Ratio | 0.46 | 0.06 | 767% |
| Annual Report Gross Expense Ratio | 0.46 | 0.06 | 767% |
| Fund Existence | 11 years | 16 years | - |
| Gain YTD | 3.429 | 3.549 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 282M | 16.2B | 2% |
| Annual Yield % from dividends | 4.43 | 4.11 | 108% |
| Returns for 1 year | 4.99 | 5.18 | 96% |
| Returns for 3 years | 6.04 | 7.30 | 83% |
| Returns for 5 years | -1.32 | -3.83 | 34% |
| Returns for 10 years | 15.00 | 11.30 | 133% |
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