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BAUUX vs NAESX
BAUUX vs NAESX Comparison
Open Charts BAUUX vs NAESX
Brown Advisory Small-Cap Fdmtl Val Instl
Price$29.15
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets1.25B
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
BAUUX vs NAESX Comparison Chart in %
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BAUUX vs. NAESX commentary
Aug 17, 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 Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. BAUUX (1.25B). BAUUX pays higher dividends than NAESX: BAUUX (1.43) vs NAESX (1.25). BAUUX was incepted earlier than NAESX: BAUUX (13 years) vs NAESX (65 years). BAUUX (0.95) is less costly to investors than NAESX (0.17). BAUUX is a more actively managed with annual turnover of: 44.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than BAUUX: NAESX (3000) vs BAUUX (1000000). NAESX annual gain was more profitable for investors over the last year : 9.15 vs. BAUUX (-6.69). NAESX return over 5 years is better than : 57.53 vs. BAUUX (39.96).
| BAUUX | NAESX | BAUUX / NAESX | |
| Total Expense Ratio | 0.95 | 0.17 | 559% |
| Annual Report Gross Expense Ratio | 0.95 | 0.17 | 559% |
| Fund Existence | 13 years | 65 years | - |
| Gain YTD | 2.388 | 2.494 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 154B | 1% |
| Annual Yield % from dividends | 1.43 | 1.25 | 114% |
| Returns for 1 year | -6.69 | 9.15 | -73% |
| Returns for 3 years | -0.82 | 20.39 | -4% |
| Returns for 5 years | 39.96 | 57.53 | 69% |
| Returns for 10 years | 31.98 | 112.59 | 28% |
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