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BBTEX vs AIVSX

Both AIVSX and BBTEX are mutual funds. AIVSX has a higher 5-year return than BBTEX (14.37% vs 8.33%). Below is the comparison between AIVSX and BBTEX.

AIVSX BBTEX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Blend U.S. Equity: Large Blend
Family American Funds BBH
Net Assets $75.54B N/A
Expense Ratio 0.59% N/A
Management Style active active
Dividend Yield 1.24% N/A
Minimum Investment $1,000.00 $10,000.00
YTD Return 13.74% 23.42%
1-Year Return 7.32% 3.39%
3-Year Return 13.59% 11.75%
5-Year Return 14.37% 8.33%
10-Year Return 13.17% 11.55%

AIVSX description

The Fund seeks long-term growth of capital and income. The Fund invests primarily in common stocks, most of which have a history of paying dividends. Although the Fund focuses on investments in medium to larger capitalization companies, its investments are not limited to a particular capitalization size.

AIVSX performance & returns

YTD Return 13.74%
1-Month Return 2.09%
3-Month Return 7.32%
1-Year Return 7.32%
3-Year Return 13.59%
5-Year Return 14.37%
10-Year Return 13.17%
AIVSX expense ratio is 0.59%.

AIVSX holdings

Top 10 Holdings (39.11% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 7.07%
Broadcom Inc AVGO 5.29%
Capital Group Central Cash Fund N/A 4.97%
Facebook Inc A FB 4.57%
Amazon.com Inc AMZN 3.86%
Abbott Laboratories ABT 3.23%
Comcast Corp Class A CMCSA 2.89%
The Home Depot Inc HD 2.53%
Netflix Inc NFLX 2.44%
Apple Inc AAPL 2.26%

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BBTEX description

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BBTEX performance & returns

YTD Return 23.42%
1-Month Return 1.80%
3-Month Return 3.39%
1-Year Return 3.39%
3-Year Return 11.75%
5-Year Return 8.33%
10-Year Return 11.55%
BBTEX expense ratio is N/A.

BBTEX holdings

Top 10 Holdings (53.22% of Total Assets)

Name Symbol % Assets
Alphabet Inc Class C GOOG 7.13%
Oracle Corp ORCL 6.49%
Berkshire Hathaway Inc A BRK.A 6.43%
Comcast Corp Class A CMCSA 6.22%
U.S. Bancorp USB 5.19%
Fleetcor Technologies Inc FLT 4.79%
Copart Inc CPRT 4.62%
Zoetis Inc Class A ZTS 4.55%
Novartis AG ADR NVS 4.21%
Diageo PLC ADR DEO.L 3.59%

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