AZSYX vs BDSIX

Both AZSYX and BDSIX are mutual funds. AZSYX has a lower 5-year return than BDSIX (10.42% vs 13.12%). AZSYX has a higher expense ratio than BDSIX (0.99% vs 0.5%). Below is the comparison between AZSYX and BDSIX.

AZSYX BDSIX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Small Blend U.S. Equity: Small Blend
Family American Beacon BlackRock
Net Assets $42.40M $3.13B
Expense Ratio 0.99% 0.50%
Management Style active active
Dividend Yield 0.71% 0.57%
Minimum Investment $100,000.00 $2,000,000.00
YTD Return 22.30% 14.32%
1-Year Return 1.75% 1.61%
3-Year Return 13.79% 17.86%
5-Year Return 10.42% 13.12%
10-Year Return 13.79% N/A

AZSYX description

The Fund seeks long term capital appreciation. Ordinarily, at least 80% of the Fund's net assets are invested in equity securities of small market capitalization U.S. and foreign companies. These companies have market capitalizations similar to the market capitalizations of the companies in the Russell 2000 Index.

AZSYX performance & returns

YTD Return 22.30%
1-Month Return -0.38%
3-Month Return 1.75%
1-Year Return 1.75%
3-Year Return 13.79%
5-Year Return 10.42%
10-Year Return 13.79%
AZSYX expense ratio is 0.99%.

AZSYX holdings

Top 10 Holdings (15.86% of Total Assets)

Name Symbol % Assets
Quidel Corp QDEL 2.77%
Meridian Bioscience Inc VIVO 2.11%
National General Holdings Corp NGHC 1.77%
Cohen & Steers Inc CNS 1.65%
E-Mini Russ 2000 Sep20 Xcme 20200918 N/A 1.47%
LHC Group Inc LHCG 1.39%
U.S. Government Money Market S N/A 1.34%
UFP Industries Inc UFPI 1.13%
Diodes Inc DIOD 1.13%
Getty Realty Corp GTY 1.10%

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BDSIX description

The Fund seeks capital appreciation over the long term. Under normal circumstances, the Fund seeks to invest at least 80% of its net assets in equity securities or other financial instruments that are components of, or have market capitalizations similar to, the securities included in the Russell 2000 Index.

BDSIX performance & returns

YTD Return 14.32%
1-Month Return -2.64%
3-Month Return 1.61%
1-Year Return 1.61%
3-Year Return 17.86%
5-Year Return 13.12%
10-Year Return N/A
BDSIX expense ratio is 0.5%.

BDSIX holdings

Top 10 Holdings (10.64% of Total Assets)

Name Symbol % Assets
BlackRock Liquidity T-Fund Instl TSTXX 3.40%
Qualys Inc QLYS 1.00%
International Game Technology PLC IGT 0.91%
QTS Realty Trust Inc Class A QTS 0.84%
Werner Enterprises Inc WERN 0.81%
M.D.C. Holdings Inc MDC 0.78%
Generac Holdings Inc GNRC 0.77%
Hamilton Lane Inc Class A HLNE 0.76%
Hub Group Inc Class A HUBG 0.69%
Cirrus Logic Inc CRUS 0.68%

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