Get comparisons, analyses and forecasts for stocks, ETFs & funds
AADR vs BRUFX
AADR is an ETF, whereas BRUFX is a mutual fund. AADR has a higher 5-year return than BRUFX (10.96% vs 10.5%). AADR has a higher expense ratio than BRUFX (1.1% vs 0.66%). Below is the comparison between AADR and BRUFX.
|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 (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%|
Other relevant AADR comparisons
You may also want to check out the following AADR comparisons that investors often look for on Finny
The Fund seeks long-term capital appreciation. The Fund manager (Bruce & Co., Inc.) seeks to achieve the objective by investing primarily in domestic common stocks and bonds, including "zero coupon" government bonds.
BRUFX performance & returns
Top 10 Holdings (56.28% of Total Assets)
|NextEra Energy Inc||NEE||7.22%|
|Morgan Stanley Instl Lqudty Govt Instl||MVRXX||5.59%|
|CMS Energy Corp||CMS||5.33%|
|Xcel Energy Inc||XEL||5.32%|
|Duke Energy Corp||DUK||5.12%|
|Merck & Co Inc||MRK||4.80%|
Other relevant BRUFX comparisons
You may also want to check out the following BRUFX 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.