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AADR vs CRMSX
AADR is an ETF, whereas CRMSX is a mutual fund. AADR has a higher 5-year return than CRMSX (3.36% vs -0.49%). AADR has a lower expense ratio than CRMSX (1.1% vs 1.16%). Below is the comparison between AADR and CRMSX.
|Security Type||ETF||Mutual fund|
|Segment||Equity: Global Ex-U.S. - Total Market Growth||U.S. Equity: Small Blend|
|Management Style||passive (index-based)||active|
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 long-term capital appreciation by investing at least 65% of its total assets in the equity securities of small capitalization companies. A small capitalization company has a market capitalization of less than $1 billion at the time of the fund's investment.
CRMSX performance & returns
Top 10 Holdings (35.96% of Total Assets)
|Clean Harbors Inc||CLH||3.53%|
|Black Hills Corp||BKH||3.22%|
|Mueller Water Products, Inc.||MWA||3.2%|
|Valmont Industries Inc||VMI||3.04%|
|G-III Apparel Group Ltd||GIII||2.81%|
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