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BAUAX vs VRTIX
BAUAX vs VRTIX Comparison
Open Charts BAUAX vs VRTIX
Brown Advisory Small-Cap Fdmtl Val Adv
Price$28.00
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets1.15B
Vanguard Russell 2000 Index I
Price$361.09
Change+$1.15 (+0.32%)
VolumeN/A
Net Assets13.89B
BAUAX vs VRTIX Comparison Chart in %
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BAUAX vs. VRTIX commentary
Nov 19, 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 VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. BAUAX (1.15B). VRTIX pays higher dividends than BAUAX: VRTIX (1.18) vs BAUAX (0.95). BAUAX was incepted earlier than VRTIX: BAUAX (14 years) vs VRTIX (15 years). BAUAX (1.35) is less costly to investors than VRTIX (0.07). BAUAX is a more actively managed with annual turnover of: 39.00 vs. VRTIX (12.00). BAUAX has a lower initial minimum investment than VRTIX: BAUAX (100) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 1.91 vs. BAUAX (-16.90). VRTIX return over 5 years is better than : 33.49 vs. BAUAX (26.08).
| BAUAX | VRTIX | BAUAX / VRTIX | |
| Total Expense Ratio | 1.35 | 0.07 | 1,929% |
| Annual Report Gross Expense Ratio | 1.35 | 0.07 | 1,929% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | -0.745 | 5.485 | -14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 13.9B | 8% |
| Annual Yield % from dividends | 0.95 | 1.18 | 80% |
| Returns for 1 year | -16.90 | 1.91 | -886% |
| Returns for 3 years | -3.12 | 28.18 | -11% |
| Returns for 5 years | 26.08 | 33.49 | 78% |
| Returns for 10 years | 25.65 | 108.25 | 24% |
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