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BCAIX vs VTMNX

Both BCAIX and VTMNX are mutual funds. BCAIX has a higher 5-year return than VTMNX (11.38% vs 11.23%). BCAIX has a higher expense ratio than VTMNX (1% vs 0.05%). Below is the comparison between BCAIX and VTMNX.

BCAIX VTMNX
Security Type Mutual fund Mutual fund
Segment International Equity: Foreign Large Blend International Equity: Foreign Large Blend
Family Boston Common Vanguard
Net Assets $475.60M $15.53B
Expense Ratio 1.00% 0.05%
Management Style active passive (index-based)
Dividend Yield 0.60% 2.03%
Minimum Investment $100,000.00 $5,000,000.00
YTD Return 5.41% 12.66%
1-Year Return 4.82% 7.85%
3-Year Return 9.44% 8.76%
5-Year Return 11.38% 11.23%
10-Year Return 6.33% 7.03%

BCAIX description

The Fund seeks long-term capital appreciation. The Fund seeks to preserve and build capital over the long term through investing in a diversified portfolio of stocks and American Depositary Receipts (ADRs) of companies it believes are high quality and undervalued.

BCAIX performance & returns

YTD Return 5.41%
1-Month Return 3.25%
3-Month Return 4.82%
1-Year Return 4.82%
3-Year Return 9.44%
5-Year Return 11.38%
10-Year Return 6.33%
BCAIX expense ratio is 1%.

BCAIX holdings

Top 10 Holdings (24.67% of Total Assets)

Name Symbol % Assets
Unilever NV ADR UN 3.09%
Roche Holding AG ADR RHHBY 3.01%
Sampo Oyj Class A SAMPO 2.45%
Vonovia SE VNA.DE 2.42%
Daikin Industries Ltd 6367 2.36%
Essity AB Class B ESSITY B 2.32%
Vestas Wind Systems A/S VWS 2.31%
Novo Nordisk A/S B NOVO B 2.28%
Schneider Electric SE SU.PA 2.26%
AIA Group Ltd 01299.HK 2.17%

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VTMNX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of stocks issued by companies located in the major markets of Europe and the Pacific Region. The Fund employs an indexing investment approach designed to track the performance of FTSE Developed All Cap ex US Index.

VTMNX performance & returns

YTD Return 12.66%
1-Month Return 3.70%
3-Month Return 7.85%
1-Year Return 7.85%
3-Year Return 8.76%
5-Year Return 11.23%
10-Year Return 7.03%
VTMNX expense ratio is 0.05%.

VTMNX holdings

Top 10 Holdings (10.05% of Total Assets)

Name Symbol % Assets
Nestle SA NESN 1.81%
Roche Holding AG Dividend Right Cert. ROG 1.30%
Samsung Electronics Co Ltd 005930.KS 1.22%
Novartis AG NOVN 1.02%
SAP SE SAP.DE 0.95%
Toyota Motor Corp 7203 0.89%
ASML Holding NV ASML 0.80%
AstraZeneca PLC AZN.L 0.78%
AIA Group Ltd 01299.HK 0.65%
LVMH Moet Hennessy Louis Vuitton SE MC.PA 0.63%

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