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BAUUX vs VSCPX

Both BAUUX and VSCPX are mutual funds. BAUUX has a lower 5-year return than VSCPX (9.35% vs 14.51%). BAUUX has a higher expense ratio than VSCPX (0.97% vs 0.03%). Below is the comparison between BAUUX and VSCPX.

BAUUX VSCPX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Small Blend U.S. Equity: Small Blend
Family Brown Advisory Funds Vanguard
Net Assets $587.00M $11.62B
Expense Ratio 0.97% 0.03%
Management Style active passive (index-based)
Dividend Yield 0.49% 1.15%
Minimum Investment N/A $100,000,000.00
YTD Return 21.22% 14.73%
1-Year Return -2.02% 0.04%
3-Year Return 6.28% 13.91%
5-Year Return 9.35% 14.51%
10-Year Return 10.56% 13.18%

BAUUX description

The Fund seeks to achieve long-term capital appreciation. The Fund invests at least 80% of the value of its net assets in equity securities of small capitalization companies whose market capitalizations are generally less than $4 billion. The Fund may invest up to 15% of its assets in foreign equity securities.

BAUUX performance & returns

YTD Return 21.22%
1-Month Return -1.92%
3-Month Return -2.02%
1-Year Return -2.02%
3-Year Return 6.28%
5-Year Return 9.35%
10-Year Return 10.56%
BAUUX expense ratio is 0.97%.

BAUUX holdings

Top 10 Holdings (30.56% of Total Assets)

Name Symbol % Assets
National General Holdings Corp NGHC 3.76%
First American Government Obligs Z FGZXX 3.68%
GCI Liberty Inc A GLIBA 3.56%
Magellan Health Inc MGLN 3.12%
Nexstar Media Group Inc Class A NXST 3.02%
UMB Financial Corp UMBF 2.92%
Assurant Inc AIZ 2.69%
Virtus Investment Partners Inc VRTS 2.67%
CMC Materials Inc Ordinary Shares CCMP 2.63%
Core-Mark Holding Co Inc CORE 2.51%

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VSCPX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of small-capitalization stocks.

VSCPX performance & returns

YTD Return 14.73%
1-Month Return -1.43%
3-Month Return 0.04%
1-Year Return 0.04%
3-Year Return 13.91%
5-Year Return 14.51%
10-Year Return 13.18%
VSCPX expense ratio is 0.03%.

VSCPX holdings

Top 10 Holdings (3.87% of Total Assets)

Name Symbol % Assets
Immunomedics Inc N/A 0.46%
Horizon Therapeutics PLC HZNP 0.45%
Insulet Corp PODD 0.41%
Steris PLC STE 0.39%
Etsy Inc ETSY 0.38%
PerkinElmer Inc PKI 0.37%
IDEX Corp IEX 0.36%
Catalent Inc CTLT 0.36%
Zebra Technologies Corp ZBRA 0.35%
Teradyne Inc TER 0.34%

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