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BAFZX vs VMBSX
BAFZX vs VMBSX Comparison
Open Charts BAFZX vs VMBSX
Brown Advisory Mortgage Securities Instl
Price$9.17
Change-$0.03 (-0.33%)
VolumeN/A
Net Assets291.89M
Vanguard Mortgage-Backed Secs Idx Adm
Price$18.76
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets16.52B
BAFZX vs VMBSX Comparison Chart in %
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BAFZX vs. VMBSX commentary
Sep 10, 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: 16.5B vs. BAFZX (292M). BAFZX pays higher dividends than VMBSX: BAFZX (4.44) vs VMBSX (4.14). 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 : 3.65 vs. BAFZX (3.23). BAFZX return over 5 years is better than : 1.18 vs. VMBSX (-0.56).
| 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 | 6.695 | 6.956 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 292M | 16.5B | 2% |
| Annual Yield % from dividends | 4.44 | 4.14 | 107% |
| Returns for 1 year | 3.23 | 3.65 | 88% |
| Returns for 3 years | 10.44 | 11.92 | 88% |
| Returns for 5 years | 1.18 | -0.56 | -210% |
| Returns for 10 years | 17.19 | 13.87 | 124% |
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