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BFTHX vs VIGAX

Both BFTHX and VIGAX are mutual funds. BFTHX has a higher 5-year return than VIGAX (26.02% vs 22.69%). BFTHX has a higher expense ratio than VIGAX (1% vs 0.05%). Below is the comparison between BFTHX and VIGAX.

BFTHX VIGAX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Growth U.S. Equity: Large Growth
Family Baron Capital Group, Inc. Vanguard
Net Assets $190.40M $61.40B
Expense Ratio 1.00% 0.05%
Management Style active passive (index-based)
Dividend Yield 0.00% 0.56%
Minimum Investment $3,000.00 $10,000.00
YTD Return 14.30% 17.08%
1-Year Return 8.10% 7.86%
3-Year Return 26.20% 25.87%
5-Year Return 26.02% 22.69%
10-Year Return 18.74% 17.92%

BFTHX description

The Fund seeks capital appreciation through investments primarily in securities of large-sized growth companies. The Fund invests primarily in equity securities in the form of common stocks of large-sized growth companies with market capitalizations of more than $5 billion at the time of purchase.

BFTHX performance & returns

YTD Return 14.30%
1-Month Return 2.17%
3-Month Return 8.10%
1-Year Return 8.10%
3-Year Return 26.20%
5-Year Return 26.02%
10-Year Return 18.74%
BFTHX expense ratio is 1%.

BFTHX holdings

Top 10 Holdings (42.16% of Total Assets)

Name Symbol % Assets
Amazon.com Inc AMZN 9.70%
Veeva Systems Inc Class A VEEV 4.91%
Alibaba Group Holding Ltd ADR BABA 4.75%
Mastercard Inc A MA 4.01%
Intuitive Surgical Inc ISRG 3.52%
Facebook Inc A FB 3.28%
Twilio Inc A TWLO 3.27%
Visa Inc Class A V 2.97%
ServiceNow Inc NOW 2.88%
EPAM Systems Inc EPAM 2.87%

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VIGAX description

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

YTD Return 17.08%
1-Month Return 3.28%
3-Month Return 7.86%
1-Year Return 7.86%
3-Year Return 25.87%
5-Year Return 22.69%
10-Year Return 17.92%
VIGAX expense ratio is 0.05%.

VIGAX holdings

Top 10 Holdings (45.34% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 10.83%
Microsoft Corp MSFT 9.67%
Amazon.com Inc AMZN 8.14%
Facebook Inc A FB 3.82%
Alphabet Inc A GOOGL 2.67%
Alphabet Inc Class C GOOG 2.53%
Visa Inc Class A V 1.98%
Tesla Inc TSLA 1.94%
NVIDIA Corp NVDA 1.93%
Mastercard Inc A MA 1.83%

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