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BAFZX vs VMBSX
BAFZX vs VMBSX Comparison
Open Charts BAFZX vs VMBSX
Brown Advisory Mortgage Securities Instl
Price$9.04
Change+$0.08 (+0.89%)
VolumeN/A
Net Assets288.6M
Vanguard Mortgage-Backed Secs Idx Adm
Price$18.49
Change+$0.15 (+0.82%)
VolumeN/A
Net Assets16.23B
BAFZX vs VMBSX Comparison Chart in %
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BAFZX vs. VMBSX commentary
Aug 03, 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 (289M). BAFZX pays higher dividends than VMBSX: BAFZX (4.48) vs VMBSX (4.16). 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 annual gain was more profitable for investors over the last year : 4.01 vs. BAFZX (2.60). BAFZX return over 5 years is better than : -1.55 vs. VMBSX (-2.65).
| 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 | 3.521 | 4.765 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 289M | 16.2B | 2% |
| Annual Yield % from dividends | 4.48 | 4.16 | 108% |
| Returns for 1 year | 2.60 | 4.01 | 65% |
| Returns for 3 years | 4.31 | 6.01 | 72% |
| Returns for 5 years | -1.55 | -2.65 | 58% |
| Returns for 10 years | 14.06 | 11.89 | 118% |
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