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BAUAX vs NAESX
BAUAX vs NAESX Comparison
Open Charts BAUAX vs NAESX
Brown Advisory Small-Cap Fdmtl Val Adv
Price$24.54
Change+$0.22 (+0.90%)
VolumeN/A
Net Assets1.15B
Vanguard Small Cap Index I
Price$99.26
Change+$0.85 (+0.86%)
VolumeN/A
Net Assets143.36B
BAUAX vs NAESX Comparison Chart
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BAUAX vs. NAESX commentary
Apr 18, 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 StrongBuy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. BAUAX (1.15B). NAESX pays higher dividends than BAUAX: NAESX (1.39) vs BAUAX (1.03). BAUAX was incepted earlier than NAESX: BAUAX (14 years) vs NAESX (65 years). BAUAX (1.35) is less costly to investors than NAESX (0.17). BAUAX is a more actively managed with annual turnover of: 44.00 vs. NAESX (12.00). BAUAX has a lower initial minimum investment than NAESX: BAUAX (100) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : -2.42 vs. BAUAX (-14.21). NAESX return over 5 years is better than : 66.71 vs. BAUAX (50.26).
| BAUAX | NAESX | BAUAX / NAESX | |
| Total Expense Ratio | 1.35 | 0.17 | 794% |
| Annual Report Gross Expense Ratio | 1.35 | 0.17 | 794% |
| Fund Existence | 14 years | 65 years | - |
| Gain YTD | -13.728 | -14.464 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 3000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 143B | 1% |
| Annual Yield % from dividends | 1.03 | 1.39 | 74% |
| Returns for 1 year | -14.21 | -2.42 | 587% |
| Returns for 3 years | -14.57 | 0.49 | -2,995% |
| Returns for 5 years | 50.26 | 66.71 | 75% |
| Returns for 10 years | 3.41 | 73.20 | 5% |
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