Ad is loading...
BAUAX vs VSMAX
BAUAX vs VSMAX Comparison
Open Charts BAUAX vs VSMAX
Brown Advisory Small-Cap Fdmtl Val Adv
Price$33.08
Change-$0.32 (-0.96%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
BAUAX vs VSMAX Comparison Chart
Loading...
BAUAX vs. VSMAX 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. BAUAX (1.51B). VSMAX pays higher dividends than BAUAX: VSMAX (1.42) vs BAUAX (0.34). BAUAX was incepted earlier than VSMAX: BAUAX (13 years) vs VSMAX (24 years). BAUAX is a more actively managed with annual turnover of: 35.00 vs. VSMAX (12.00). BAUAX has a lower initial minimum investment than VSMAX: BAUAX (100) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 25.54 vs. BAUAX (20.97). VSMAX return over 5 years is better than : 53.45 vs. BAUAX (31.05).
| BAUAX | VSMAX | BAUAX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 13.365 | 10.898 | 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 | 1.42 | 24% |
| Returns for 1 year | 20.97 | 25.54 | 82% |
| Returns for 3 years | 19.09 | 8.91 | 214% |
| Returns for 5 years | 31.05 | 53.45 | 58% |
| Returns for 10 years | 46.14 | 121.55 | 38% |