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BAUUX vs NAESX
BAUUX vs NAESX Comparison
Open Charts BAUUX vs NAESX
Brown Advisory Small-Cap Fdmtl Val Instl
Price$33.48
Change-$0.32 (-0.95%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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BAUUX vs NAESX Comparison Chart
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BAUUX vs. NAESX 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 BAUUX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. BAUUX (1.51B). NAESX pays higher dividends than BAUUX: NAESX (1.31) vs BAUUX (0.63). BAUUX was incepted earlier than NAESX: BAUUX (12 years) vs NAESX (64 years). BAUUX is a more actively managed with annual turnover of: 35.00 vs. NAESX (12.00). 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 : 25.47 vs. BAUUX (21.58). NAESX return over 5 years is better than : 53.25 vs. BAUUX (33.45).
| BAUUX | NAESX | BAUUX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 64 years | - |
| Gain YTD | 13.723 | 10.861 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.51B | 149B | 1% |
| Annual Yield % from dividends | 0.63 | 1.31 | 48% |
| Returns for 1 year | 21.58 | 25.47 | 85% |
| Returns for 3 years | 20.28 | 8.84 | 229% |
| Returns for 5 years | 33.45 | 53.25 | 63% |
| Returns for 10 years | 51.03 | 120.79 | 42% |
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