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BCSVX vs OSMAX

Both BCSVX and OSMAX are mutual funds. BCSVX has a higher 5-year return than OSMAX (20.7% vs 15.29%). BCSVX has a lower expense ratio than OSMAX (1.32% vs 1.34%). Below is the comparison between BCSVX and OSMAX.

BCSVX OSMAX
Security Type Mutual fund Mutual fund
Segment International Equity: Foreign Small/Mid Growth International Equity: Foreign Small/Mid Growth
Family Brown Capital Management Invesco
Net Assets $196.40M $1.36B
Expense Ratio 1.32% 1.34%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment $5,000.00 N/A
YTD Return 5.67% 5.63%
1-Year Return 6.71% 8.57%
3-Year Return 16.77% 10.45%
5-Year Return 20.70% 15.29%
10-Year Return N/A 13.45%

BCSVX description

The Fund seeks long-term capital appreciation. Current income is a secondary consideration in selecting portfolio investments. The Fund invests at least 80% of its total assets in the equity securities of non-U.S. based companies with total operating revenues of $500 million or less at the time of the initial investment.

BCSVX performance & returns

YTD Return 5.67%
1-Month Return 5.09%
3-Month Return 6.71%
1-Year Return 6.71%
3-Year Return 16.77%
5-Year Return 20.70%
10-Year Return N/A
BCSVX expense ratio is 1.32%.

BCSVX holdings

Top 10 Holdings (43.86% of Total Assets)

Name Symbol % Assets
Kinaxis Inc KXS.TO 5.26%
The Descartes Systems Group Inc DSG.TO 5.25%
Stratec SE SBS.DE 4.94%
Albioma ABIO.PA 4.89%
Dreyfus Government Cash Mgmt Instl DGCXX 4.62%
Evotec SE EVT.DE 3.99%
M3 Inc 2413 3.91%
Nexus AG NXU.DE 3.81%
Dechra Pharmaceuticals PLC DPH.L 3.71%
Abcam PLC ABC.L 3.48%

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OSMAX description

The Fund seeks long term capital appreciation by investing primarily in common stocks of companies domiciled, or with primary operations, outside the United States with market capitalization of $1 billion or less. The Fund will invest at least 80% of its assets in equity securities of small-cap companies.

OSMAX performance & returns

YTD Return 5.63%
1-Month Return 4.65%
3-Month Return 8.57%
1-Year Return 8.57%
3-Year Return 10.45%
5-Year Return 15.29%
10-Year Return 13.45%
OSMAX expense ratio is 1.34%.

OSMAX holdings

Top 10 Holdings (21.79% of Total Assets)

Name Symbol % Assets
Carl Zeiss Meditec AG AFX.DE 2.96%
NICE Ltd ADR NICE 2.66%
Partners Group Holding AG PGHN 2.52%
Daifuku Co Ltd 6383 2.44%
Ocado Group PLC OCDO.L 2.11%
OBIC Co Ltd 4684 2.07%
Tecan Group Ltd TECN 1.80%
Croda International PLC CRDA.L 1.78%
Ossur hf OSSR 1.75%
Chr. Hansen Holding A/S CHR 1.70%

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