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BAUAX vs NAESX
BAUAX vs NAESX Comparison
Open Charts BAUAX vs NAESX
Brown Advisory Small-Cap Fdmtl Val Adv
Price$26.06
Change+$0.37 (+1.44%)
VolumeN/A
Net Assets1.16B
Vanguard Small Cap Index I
Price$107.04
Change+$1.67 (+1.58%)
VolumeN/A
Net Assets139.54B
BAUAX vs NAESX Comparison Chart
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BAUAX vs. NAESX commentary
May 09, 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: 140B vs. BAUAX (1.16B). NAESX pays higher dividends than BAUAX: NAESX (1.43) vs BAUAX (1.07). 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 (13.00). 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 : -0.09 vs. BAUAX (-14.59). NAESX return over 5 years is better than : 65.08 vs. BAUAX (46.53).
| 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 | -8.868 | -8.414 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 3000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 140B | 1% |
| Annual Yield % from dividends | 1.07 | 1.43 | 75% |
| Returns for 1 year | -14.59 | -0.09 | 16,010% |
| Returns for 3 years | -2.79 | 20.27 | -14% |
| Returns for 5 years | 46.53 | 65.08 | 72% |
| Returns for 10 years | 12.65 | 87.81 | 14% |
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