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BAUUX vs VRTIX
BAUUX vs VRTIX Comparison
Open Charts BAUUX vs VRTIX
Brown Advisory Small-Cap Fdmtl Val Instl
Price$30.02
Change+$0.31 (+1.04%)
VolumeN/A
Net Assets1.26B
Vanguard Russell 2000 Index I
Price$373.52
Change+$3.58 (+0.97%)
VolumeN/A
Net Assets12.87B
BAUUX vs VRTIX Comparison Chart in %
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BAUUX vs. VRTIX commentary
Sep 29, 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 VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 12.9B vs. BAUUX (1.26B). BAUUX pays higher dividends than VRTIX: BAUUX (1.34) vs VRTIX (1.17). BAUUX was incepted earlier than VRTIX: BAUUX (13 years) vs VRTIX (15 years). BAUUX (0.95) is less costly to investors than VRTIX (0.07). BAUUX is a more actively managed with annual turnover of: 44.00 vs. VRTIX (12.00). BAUUX has a lower initial minimum investment than VRTIX: BAUUX (1000000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 10.58 vs. BAUUX (-8.02). VRTIX return over 5 years is better than : 67.94 vs. BAUUX (57.94).
| BAUUX | VRTIX | BAUUX / VRTIX | |
| Total Expense Ratio | 0.95 | 0.07 | 1,357% |
| Annual Report Gross Expense Ratio | 0.95 | 0.07 | 1,357% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 5.444 | 9.465 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 12.9B | 10% |
| Annual Yield % from dividends | 1.34 | 1.17 | 115% |
| Returns for 1 year | -8.02 | 10.58 | -76% |
| Returns for 3 years | 20.16 | 48.37 | 42% |
| Returns for 5 years | 57.94 | 67.94 | 85% |
| Returns for 10 years | 48.20 | 134.72 | 36% |
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