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BAUAX vs NAESX
BAUAX vs NAESX Comparison
Open Charts BAUAX vs NAESX
Brown Advisory Small-Cap Fdmtl Val Adv
Price$27.83
Change-$0.61 (-2.14%)
VolumeN/A
Net Assets1.35B
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
BAUAX vs NAESX Comparison Chart
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BAUAX vs. NAESX commentary
Feb 23, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. BAUAX (1.36B). NAESX pays higher dividends than BAUAX: NAESX (1.31) vs BAUAX (0.34). BAUAX was incepted earlier than NAESX: BAUAX (14 years) vs NAESX (64 years). BAUAX is a more actively managed with annual turnover of: 35.00 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 : 11.22 vs. BAUAX (-3.97). NAESX return over 5 years is better than : 44.30 vs. BAUAX (14.82).
| BAUAX | NAESX | BAUAX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 64 years | - |
| Gain YTD | -1.277 | -0.321 | 397% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 3000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 161B | 1% |
| Annual Yield % from dividends | 0.34 | 1.31 | 26% |
| Returns for 1 year | -3.97 | 11.22 | -35% |
| Returns for 3 years | -2.58 | 18.76 | -14% |
| Returns for 5 years | 14.82 | 44.30 | 33% |
| Returns for 10 years | 20.08 | 105.17 | 19% |
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