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AADR vs BMCSX
AADR is an ETF, whereas BMCSX is a mutual fund. AADR has a higher 5-year return than BMCSX (11.9% vs 11.72%). AADR and BMCSX have the same expense ratio (1.1%). Below is the comparison between AADR and BMCSX.
|Segment||Equity: Global Ex-U.S. - Total Market Growth||N/A|
|Management Style||passive (index-based)||passive|
The Fund seeks long-term capital appreciation above international benchmarks such as the MSCI EAFE Index and the BNY Mellon Classic ADR Index. The Fund selects a portfolio of U.S. traded securities of non-U.S. organizations, most often American Depositary Receipts (ADRs), included in the BNY Mellon Classic ADR Index.
AADR performance & returns
Top 10 Holdings (45.63% of Total Assets)
|NICE Ltd ADR||NICE||6.54%|
|Gold Fields Ltd ADR||GFI.JO||5.86%|
|argenx SE ADR||ARGX||5.52%|
|Anglogold Ashanti Ltd ADR||AU.JO||3.64%|
|TAL Education Group ADR||TAL||3.63%|
|ASML Holding NV ADR||ASML||3.59%|
|ZTO Express (Cayman) Inc ADR||ZTO||3.35%|
|Sibanye Stillwater Ltd ADR||SBSW.JO||3.21%|
|LVMH Moet Hennessy Louis Vuitton SE ADR||LVMUY.PA||3.08%|
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The Fund seeks high current income with consideration for capital appreciation. The Fund invests in a diversified portfolio of equity securities. The Fund will invest at least 80% of its net assets, plus the amount of any borrowings, in equity securities and equity-related instruments, including equity-linked notes.
BMCSX performance & returns
Top 10 Holdings (28.15% of Total Assets)
|Verizon Communications Inc||VZ||6.21%|
|Wells Fargo & Co||WFC||2.77%|
|BAE Systems PLC||BA..L||2.59%|
|General Motors Co||GM||2.49%|
|CVS Health Corp||CVS||2.26%|
|Marathon Petroleum Corp||MPC||2.24%|
|American International Group Inc||AIG||2.18%|
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