Interact to see
Advertisement
Advertisement
BAUAX vs VRTIX
BAUAX vs VRTIX Comparison
Open Charts BAUAX vs VRTIX
Brown Advisory Small-Cap Fdmtl Val Adv
Price$29.81
Change+$0.19 (+0.64%)
VolumeN/A
Net Assets1.27B
Vanguard Russell 2000 Index I
Price$380.18
Change+$2.73 (+0.72%)
VolumeN/A
Net Assets12.87B
BAUAX vs VRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BAUAX vs. VRTIX commentary
Oct 06, 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 Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 12.9B vs. BAUAX (1.27B). VRTIX pays higher dividends than BAUAX: VRTIX (1.20) vs BAUAX (0.93). 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: 44.00 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 : 14.02 vs. BAUAX (-6.78). VRTIX return over 5 years is better than : 63.69 vs. BAUAX (50.16).
| 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 | 5.747 | 11.417 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 12.9B | 10% |
| Annual Yield % from dividends | 0.93 | 1.20 | 77% |
| Returns for 1 year | -6.78 | 14.02 | -48% |
| Returns for 3 years | 12.59 | 41.29 | 30% |
| Returns for 5 years | 50.16 | 63.69 | 79% |
| Returns for 10 years | 39.10 | 128.38 | 30% |