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BFTHX vs VPMAX

Both BFTHX and VPMAX are mutual funds. BFTHX has a higher 5-year return than VPMAX (26.14% vs 18.93%). BFTHX has a higher expense ratio than VPMAX (1% vs 0.31%). Below is the comparison between BFTHX and VPMAX.

BFTHX VPMAX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Growth U.S. Equity: Large Growth
Family Baron Capital Group, Inc. N/A
Net Assets $190.40M $71.06B
Expense Ratio 1.00% 0.31%
Management Style active active
Dividend Yield 0.00% 0.95%
Minimum Investment $3,000.00 N/A
YTD Return 11.65% 15.16%
1-Year Return 6.16% 0.56%
3-Year Return 23.82% 15.80%
5-Year Return 26.14% 18.93%
10-Year Return 18.34% 16.22%

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 11.65%
1-Month Return 4.42%
3-Month Return 6.16%
1-Year Return 6.16%
3-Year Return 23.82%
5-Year Return 26.14%
10-Year Return 18.34%
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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VPMAX description

The Fund seeks long-term growth of capital by investing in common stocks which are chosen on the basis of greater than average earning, growth potential, and quality of management.

VPMAX performance & returns

YTD Return 15.16%
1-Month Return -0.99%
3-Month Return 0.56%
1-Year Return 0.56%
3-Year Return 15.80%
5-Year Return 18.93%
10-Year Return 16.22%
VPMAX expense ratio is 0.31%.

VPMAX holdings

Top 10 Holdings (37.81% of Total Assets)

Name Symbol % Assets
Eli Lilly and Co LLY 5.81%
Adobe Inc ADBE 5.50%
Microsoft Corp MSFT 5.15%
Amgen Inc AMGN 4.00%
Biogen Inc BIIB 3.98%
Texas Instruments Inc TXN 3.52%
Alibaba Group Holding Ltd ADR BABA 2.80%
Micron Technology Inc MU 2.50%
AstraZeneca PLC ADR AZN.L 2.42%
Alphabet Inc A GOOGL 2.13%

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