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BCCAX vs SWSSX

Both BCCAX and SWSSX are mutual funds. BCCAX has a lower 5-year return than SWSSX (1.6% vs 14.34%). Below is the comparison between BCCAX and SWSSX.

BCCAX SWSSX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Small Blend U.S. Equity: Small Blend
Family BMO Funds Schwab Funds
Net Assets N/A $6.47B
Expense Ratio N/A 0.04%
Management Style active passive (index-based)
Dividend Yield N/A 0.95%
Minimum Investment $3,000.00 $1,000.00
YTD Return -18.77% 13.28%
1-Year Return 22.68% -1.53%
3-Year Return -3.32% 11.96%
5-Year Return 1.60% 14.34%
10-Year Return N/A 12.42%

BCCAX description

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BCCAX performance & returns

YTD Return -18.77%
1-Month Return 2.83%
3-Month Return 22.68%
1-Year Return 22.68%
3-Year Return -3.32%
5-Year Return 1.60%
10-Year Return N/A
BCCAX expense ratio is N/A.

BCCAX holdings

Top 10 Holdings (11.04% of Total Assets)

Name Symbol % Assets
Repligen Corp RGEN 1.33%
Portland General Electric Co POR 1.11%
HMS Holdings Corp HMSY 1.11%
Medpace Holdings Inc MEDP 1.10%
EastGroup Properties Inc EGP 1.09%
Central Garden & Pet Co Class A CENTA 1.08%
Fabrinet FN 1.07%
BMC Stock Holdings Inc BMCH 1.07%
National Storage Affiliates Trust NSA 1.04%
Boise Cascade Co BCC 1.04%

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SWSSX description

The Fund seeks to track the total return of the Schwab Small-Cap Index. The Index includes the common stocks of the second-largest 1,000 publicly traded companies in the United States.

SWSSX performance & returns

YTD Return 13.28%
1-Month Return -3.59%
3-Month Return -1.53%
1-Year Return -1.53%
3-Year Return 11.96%
5-Year Return 14.34%
10-Year Return 12.42%
SWSSX expense ratio is 0.04%.

SWSSX holdings

Top 10 Holdings (3.94% of Total Assets)

Name Symbol % Assets
Penn National Gaming Inc PENN 0.58%
Sunrun Inc RUN 0.48%
E-Mini Russ 2000 Dec20 Xcme 20201218 N/A 0.42%
Caesars Entertainment Inc CZR 0.41%
MyoKardia Inc MYOK 0.36%
Novavax Inc NVAX 0.35%
LHC Group Inc LHCG 0.34%
iRhythm Technologies Inc IRTC 0.34%
Mirati Therapeutics Inc MRTX 0.33%
Churchill Downs Inc CHDN 0.33%

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