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BFTHX vs VWUAX

Both BFTHX and VWUAX are mutual funds. BFTHX has a higher 5-year return than VWUAX (26.02% vs 25.2%). BFTHX has a higher expense ratio than VWUAX (1% vs 0.28%). Below is the comparison between BFTHX and VWUAX.

BFTHX VWUAX
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 $39.67B
Expense Ratio 1.00% 0.28%
Management Style active active
Dividend Yield 0.00% 0.12%
Minimum Investment $3,000.00 $50,000.00
YTD Return 14.30% 13.09%
1-Year Return 8.10% 7.11%
3-Year Return 26.20% 28.98%
5-Year Return 26.02% 25.20%
10-Year Return 18.74% 19.36%

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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VWUAX description

The Fund seeks long-term capital appreciation by investing in equity securities of corporations based in the United States. The fund invests mainly in large-capitalization stocks of seasoned U.S. companies with above-average earnings growth and reasonable stock prices.

VWUAX performance & returns

YTD Return 13.09%
1-Month Return 1.50%
3-Month Return 7.11%
1-Year Return 7.11%
3-Year Return 28.98%
5-Year Return 25.20%
10-Year Return 19.36%
VWUAX expense ratio is 0.28%.

VWUAX holdings

Top 10 Holdings (39.11% of Total Assets)

Name Symbol % Assets
Amazon.com Inc AMZN 7.62%
Microsoft Corp MSFT 5.92%
Apple Inc AAPL 5.45%
Tesla Inc TSLA 4.29%
Vanguard Market Liquidity Inv N/A 3.40%
Mastercard Inc A MA 2.84%
Shopify Inc A SHOP.TO 2.71%
Facebook Inc A FB 2.39%
Alphabet Inc Class C GOOG 2.25%
Netflix Inc NFLX 2.24%

Other relevant VWUAX comparisons

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Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.
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