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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 (3.36% vs 1.18%). AADR and BMCSX have the same expense ratio (1.1%). Below is the comparison between AADR and BMCSX.
|Security Type||ETF||Mutual fund|
|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 (41.23% of Total Assets)
|Galapagos NV ADR||GLPG||6.19%|
|NICE Ltd ADR||NICE||5.42%|
|argenx SE ADR||ARGX||4.32%|
|ZTO Express (Cayman) Inc ADR||ZTO||4.04%|
|TAL Education Group ADR||TAL||3.83%|
|Anglogold Ashanti Ltd ADR||AU.JO||3.45%|
|ASML Holding NV ADR||ASML||3.42%|
|AstraZeneca PLC ADR||AZN.L||3.38%|
|Gold Fields Ltd ADR||GFI.JO||3.36%|
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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 (32.68% of Total Assets)
|Verizon Communications Inc||VZ||6.79%|
|Wells Fargo & Co||WFC||3.14%|
|Cisco Systems Inc||CSCO||2.63%|
|Williams Companies Inc||WMB||2.57%|
|Apollo Global Management Inc Class A||APO||1.97%|
Other relevant BMCSX comparisons
You may also want to check out the following BMCSX comparisons that investors often look for on Finny
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.