BAUUX
Price
$28.37
Change
+$0.02 (+0.07%)
Updated
Nov 18 closing price
Net Assets
1.15B
DFSTX
Price
$49.44
Change
+$0.14 (+0.28%)
Updated
Nov 18 closing price
Net Assets
16.18B
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BAUUX vs DFSTX

Header iconBAUUX vs DFSTX Comparison
Open Charts BAUUX vs DFSTXBanner chart's image
Brown Advisory Small-Cap Fdmtl Val Instl
Price$28.37
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets1.15B
DFA US Small Cap I
Price$49.44
Change+$0.14 (+0.28%)
VolumeN/A
Net Assets16.18B
BAUUX vs DFSTX Comparison Chart in %
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BAUUX vs. DFSTX 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 BAUUX is a Hold and DFSTX is a Hold.

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FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.2B vs. BAUUX (1.15B). BAUUX pays higher dividends than DFSTX: BAUUX (1.38) vs DFSTX (1.08). BAUUX was incepted earlier than DFSTX: BAUUX (13 years) vs DFSTX (34 years). BAUUX (0.95) is less costly to investors than DFSTX (0.28). BAUUX is a more actively managed with annual turnover of: 39.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than BAUUX: DFSTX (0) vs BAUUX (1000000). DFSTX annual gain was more profitable for investors over the last year : -1.55 vs. BAUUX (-16.44). DFSTX return over 5 years is better than : 45.74 vs. BAUUX (28.53).
BAUUXDFSTXBAUUX / DFSTX
Total Expense Ratio0.950.27352%
Annual Report Gross Expense Ratio0.950.28339%
Fund Existence13 years34 years-
Gain YTD-0.4211.924-22%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.15B16.2B7%
Annual Yield % from dividends1.381.08128%
Returns for 1 year-16.44-1.551,062%
Returns for 3 years-2.0421.58-9%
Returns for 5 years28.5345.7462%
Returns for 10 years29.9766.9545%
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