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BAUAX vs NAESX
BAUAX vs NAESX Comparison
Open Charts BAUAX vs NAESX
Brown Advisory Small-Cap Fdmtl Val Adv
Price$27.09
Change-$0.67 (-2.41%)
VolumeN/A
Net Assets1.22B
Vanguard Small Cap Index I
Price$115.32
Change+$0.75 (+0.65%)
VolumeN/A
Net Assets153.28B
BAUAX vs NAESX Comparison Chart in %
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BAUAX vs. NAESX commentary
Jul 17, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. BAUAX (1.22B). NAESX pays higher dividends than BAUAX: NAESX (1.28) vs BAUAX (1.01). 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 : 2.40 vs. BAUAX (-11.77). NAESX return over 5 years is better than : 61.97 vs. BAUAX (45.08).
| 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 | -1.525 | -0.351 | 435% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 3000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 153B | 1% |
| Annual Yield % from dividends | 1.01 | 1.28 | 79% |
| Returns for 1 year | -11.77 | 2.40 | -490% |
| Returns for 3 years | 7.36 | 34.84 | 21% |
| Returns for 5 years | 45.08 | 61.97 | 73% |
| Returns for 10 years | 20.59 | 103.02 | 20% |
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