Both BAGAX and VIGAX are mutual funds. BAGAX has a lower 5-year return than VIGAX (12.64% vs 13.77%). BAGAX has a higher expense ratio than VIGAX (1.07% vs 0.05%). Below is the comparison between BAGAX and VIGAX.
|Security Type||Mutual fund||Mutual fund|
|Segment||U.S. Equity: Large Growth||U.S. Equity: Large Growth|
|Family||Brown Advisory Funds||Vanguard|
|Management Style||active||passive (index-based)|
The Fund seeks capital appreciation by investing primarily in the common stock of large domestic companies that have exhibited an above-average increase in earnings over the past few years, and that have strong earnings prospects and attractive stock prices.
BAGAX performance & returns
Top 10 Holdings (41.13% of Total Assets)
|Thermo Fisher Scientific Inc||TMO||4.74%|
|PayPal Holdings Inc||PYPL||4.38%|
|Intuitive Surgical Inc||ISRG||4.10%|
|Alphabet Inc Class C||GOOG||4.10%|
|Electronic Arts Inc||EA||4.02%|
|Zoetis Inc Class A||ZTS||3.86%|
BAGAX prosNone that we could think of.
The following are BAGAX weaknesses from our perspective:
- BAGAX net assets are $27.30 million. This fund is not a popular choice with retail investors.
- BAGAX 3-year return is 8.18%, which is lower than the 3-year return of the benchmark index (Russell 1000 Growth TR USD), 14.78%.
- BAGAX 5-year return is 12.64%, which is lower than the 5-year return of the benchmark index (Russell 1000 Growth TR USD), 15.1%.
- BAGAX 10-year return is 12.23%, which is lower than the 10-year return of the benchmark index (Russell 1000 Growth TR USD), 15.48%.
- BAGAX 15-year return is 9.46%, which is lower than the 15-year return of the benchmark index (Russell 1000 Growth TR USD), 10.79%.
- BAGAX expense ratio is 1.07%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
- Warning: this fund has a 12b1 sales fee. The maximum 12b1 fee is 0.25%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund.
Other relevant BAGAX comparisons
You may also want to check out the following BAGAX comparisons that investors often look for on Finny
- BAGAX vs AGTHX
- BAGAX vs FCNTX
- BAGAX vs VPMAX
- BAGAX vs VIGAX
- BAGAX vs FBGRX
- BAGAX vs FDGRX
- BAGAX vs TRBCX
- BAGAX vs AMCPX
- BAGAX vs VWUAX
- BAGAX vs FMAGX
The Fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization growth stocks. The Fund employs a "passive management"--or indexing--investment approach designed to track the performance of the MSCI US Prime Market Growth Index.
VIGAX performance & returns
Top 10 Holdings (45.34% of Total Assets)
The following are VIGAX strengths from our perspective:
- VIGAX 3-year return is 14.07%, which is in line with the 3-year return of the benchmark index (CRSP US Large Cap Growth TR USD), 14.11%.
- VIGAX 5-year return is 13.77%, which is in line with the 5-year return of the benchmark index (CRSP US Large Cap Growth TR USD), 13.81%.
- VIGAX 10-year return is 14.69%, which is higher than the 10-year return of the benchmark index (CRSP US Large Cap Growth TR USD), 13.63%.
- VIGAX 15-year return is 10.32%, which is higher than the 15-year return of the benchmark index (CRSP US Large Cap Growth TR USD), 10.27%.
- VIGAX expense ratio is 0.05%, which is considered low. Nice job picking a low-cost fund.
- Good news: this fund does not have 12b1, front-end or back-end sales fees.
VIGAX consNone that we could think of.
Other relevant VIGAX comparisons
You may also want to check out the following VIGAX comparisons that investors often look for on Finny
- VIGAX vs VTSAX
- VIGAX vs VFIAX
- VIGAX vs VUG
- VIGAX vs VOO
- VIGAX vs VWUSX
- VIGAX vs VGT
- VIGAX vs QQQ
- VIGAX vs VIGIX
- VIGAX vs AGTHX
- VIGAX vs FCNTX
- VIGAX vs VPMAX
- VIGAX vs FBGRX
- VIGAX vs FDGRX
- VIGAX vs TRBCX
- VIGAX vs AMCPX
- VIGAX vs VWUAX
- VIGAX vs FMAGX