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BAFZX vs VMBSX
BAFZX vs VMBSX Comparison
Open Charts BAFZX vs VMBSX
Brown Advisory Mortgage Securities Instl
Price$9.05
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets291.01M
Vanguard Mortgage-Backed Secs Idx Adm
Price$18.42
Change+$0.07 (+0.38%)
VolumeN/A
Net Assets21.01B
BAFZX vs VMBSX Comparison Chart
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BAFZX vs. VMBSX commentary
Apr 29, 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: 21B vs. BAFZX (291M). BAFZX pays higher dividends than VMBSX: BAFZX (4.37) vs VMBSX (3.95). BAFZX was incepted earlier than VMBSX: BAFZX (11 years) vs VMBSX (15 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 annual gain was more profitable for investors over the last year : 8.48 vs. BAFZX (7.71). BAFZX return over 5 years is better than : -0.77 vs. VMBSX (-4.02).
| 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 | 15 years | - |
| Gain YTD | 2.714 | 2.834 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 291M | 21B | 1% |
| Annual Yield % from dividends | 4.37 | 3.95 | 111% |
| Returns for 1 year | 7.71 | 8.48 | 91% |
| Returns for 3 years | 3.94 | 4.93 | 80% |
| Returns for 5 years | -0.77 | -4.02 | 19% |
| Returns for 10 years | 13.14 | 9.42 | 140% |
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