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BAUAX vs DFSTX
BAUAX vs DFSTX Comparison
Open Charts BAUAX vs DFSTX
Brown Advisory Small-Cap Fdmtl Val Adv
Price$29.81
Change+$0.19 (+0.64%)
VolumeN/A
Net Assets1.27B
BAUAX vs DFSTX Comparison Chart in %
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BAUAX vs. DFSTX commentary
Oct 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 BAUAX is a Buy and DFSTX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.2B vs. BAUAX (1.27B). DFSTX pays higher dividends than BAUAX: DFSTX (1.07) vs BAUAX (0.93). BAUAX was incepted earlier than DFSTX: BAUAX (14 years) vs DFSTX (34 years). BAUAX (1.35) is less costly to investors than DFSTX (0.28). BAUAX is a more actively managed with annual turnover of: 44.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than BAUAX: DFSTX (0) vs BAUAX (100). DFSTX annual gain was more profitable for investors over the last year : 9.92 vs. BAUAX (-6.78). DFSTX return over 5 years is better than : 76.40 vs. BAUAX (50.16).
| BAUAX | DFSTX | BAUAX / DFSTX | |
| Total Expense Ratio | 1.35 | 0.27 | 500% |
| Annual Report Gross Expense Ratio | 1.35 | 0.28 | 482% |
| Fund Existence | 14 years | 34 years | - |
| Gain YTD | 5.747 | 7.119 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 17.2B | 7% |
| Annual Yield % from dividends | 0.93 | 1.07 | 87% |
| Returns for 1 year | -6.78 | 9.92 | -68% |
| Returns for 3 years | 12.59 | 37.19 | 34% |
| Returns for 5 years | 50.16 | 76.40 | 66% |
| Returns for 10 years | 39.10 | 82.01 | 48% |