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BAUUX vs VSMAX
BAUUX vs VSMAX Comparison
Open Charts BAUUX vs VSMAX
Brown Advisory Small-Cap Fdmtl Val Instl
Price$34.34
Change-$0.14 (-0.41%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
BAUUX vs VSMAX Comparison Chart
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BAUUX vs. VSMAX commentary
Nov 18, 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 StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. BAUUX (1.52B). VSMAX pays higher dividends than BAUUX: VSMAX (1.42) vs BAUUX (0.63). BAUUX was incepted earlier than VSMAX: BAUUX (12 years) vs VSMAX (24 years). BAUUX is a more actively managed with annual turnover of: 35.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than BAUUX: VSMAX (3000) vs BAUUX (1000000). VSMAX annual gain was more profitable for investors over the last year : 30.28 vs. BAUUX (22.45). VSMAX return over 5 years is better than : 55.62 vs. BAUUX (33.18).
| BAUUX | VSMAX | BAUUX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 16.644 | 15.803 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 151B | 1% |
| Annual Yield % from dividends | 0.63 | 1.42 | 45% |
| Returns for 1 year | 22.45 | 30.28 | 74% |
| Returns for 3 years | 9.09 | 4.74 | 192% |
| Returns for 5 years | 33.18 | 55.62 | 60% |
| Returns for 10 years | 46.61 | 123.30 | 38% |