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BAUUX vs NAESX
BAUUX vs NAESX Comparison
Open Charts BAUUX vs NAESX
Brown Advisory Small-Cap Fdmtl Val Instl
Price$29.31
Change+$0.09 (+0.31%)
VolumeN/A
Net Assets1.22B
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
BAUUX vs NAESX Comparison Chart in %
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BAUUX vs. NAESX commentary
Oct 20, 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 NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. BAUUX (1.22B). BAUUX pays higher dividends than NAESX: BAUUX (1.35) vs NAESX (1.23). 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: 39.00 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 : 4.92 vs. BAUUX (-12.44). NAESX return over 5 years is better than : 55.28 vs. BAUUX (42.99).
| 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 | 2.950 | 5.577 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 162B | 1% |
| Annual Yield % from dividends | 1.35 | 1.23 | 110% |
| Returns for 1 year | -12.44 | 4.92 | -253% |
| Returns for 3 years | 10.21 | 41.91 | 24% |
| Returns for 5 years | 42.99 | 55.28 | 78% |
| Returns for 10 years | 35.49 | 130.16 | 27% |
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