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BAUAX vs VRTIX
BAUAX vs VRTIX Comparison
Open Charts BAUAX vs VRTIX
Brown Advisory Small-Cap Fdmtl Val Adv
Price$29.81
Change+$0.17 (+0.57%)
VolumeN/A
Net Assets1.26B
Vanguard Russell 2000 Index I
Price$386.02
Change+$4.75 (+1.25%)
VolumeN/A
Net Assets13.58B
BAUAX vs VRTIX Comparison Chart in %
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BAUAX vs. VRTIX commentary
Oct 27, 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 Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. BAUAX (1.26B). 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: 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 : 13.71 vs. BAUAX (-7.10). VRTIX return over 5 years is better than : 55.88 vs. BAUAX (42.47).
| 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 | 13.128 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 13.6B | 9% |
| Annual Yield % from dividends | 0.93 | 1.20 | 77% |
| Returns for 1 year | -7.10 | 13.71 | -52% |
| Returns for 3 years | 9.25 | 41.76 | 22% |
| Returns for 5 years | 42.47 | 55.88 | 76% |
| Returns for 10 years | 36.01 | 129.43 | 28% |