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BAUAX vs NAESX
BAUAX vs NAESX Comparison
Open Charts BAUAX vs NAESX
Brown Advisory Small-Cap Fdmtl Val Adv
Price$33.08
Change-$0.32 (-0.96%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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BAUAX vs NAESX Comparison Chart
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BAUAX vs. NAESX commentary
Sep 21, 2024
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 NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. BAUAX (1.51B). NAESX pays higher dividends than BAUAX: NAESX (1.31) vs BAUAX (0.34). BAUAX was incepted earlier than NAESX: BAUAX (13 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 : 25.47 vs. BAUAX (20.97). NAESX return over 5 years is better than : 53.25 vs. BAUAX (31.05).
| BAUAX | NAESX | BAUAX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 64 years | - |
| Gain YTD | 13.365 | 10.861 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 3000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.51B | 149B | 1% |
| Annual Yield % from dividends | 0.34 | 1.31 | 26% |
| Returns for 1 year | 20.97 | 25.47 | 82% |
| Returns for 3 years | 19.09 | 8.84 | 216% |
| Returns for 5 years | 31.05 | 53.25 | 58% |
| Returns for 10 years | 46.14 | 120.79 | 38% |