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BIADX vs VITSX

Both BIADX and VITSX are mutual funds. BIADX has a lower 5-year return than VITSX (13.13% vs 17.67%). BIADX has a higher expense ratio than VITSX (0.95% vs 0.03%). Below is the comparison between BIADX and VITSX.

BIADX VITSX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Blend U.S. Equity: Large Blend
Family Brown Advisory Funds Vanguard
Net Assets $63.70M $219.50B
Expense Ratio 0.95% 0.03%
Management Style active passive (index-based)
Dividend Yield 1.31% 1.30%
Minimum Investment $1,000.00 $5,000,000.00
YTD Return 13.03% 13.93%
1-Year Return 9.26% 7.13%
3-Year Return 13.46% 17.46%
5-Year Return 13.13% 17.67%
10-Year Return N/A 15.05%

BIADX description

The Fund seeks to provide current dividend yield and dividend growth. The Fund invests 80% of its assets in a diversified portfolio of dividend paying common stocks of companies of various market capitalizations. The Fund may invest up to 20% of its assets in investment grade and non-investment grade debt securities.

BIADX performance & returns

YTD Return 13.03%
1-Month Return 1.20%
3-Month Return 9.26%
1-Year Return 9.26%
3-Year Return 13.46%
5-Year Return 13.13%
10-Year Return N/A
BIADX expense ratio is 0.95%.

BIADX holdings

Top 10 Holdings (40.55% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 6.87%
First American Government Obligs Z FGZXX 5.97%
Apple Inc AAPL 5.73%
Merck & Co Inc MRK 4.07%
Automatic Data Processing Inc ADP 3.34%
Cisco Systems Inc CSCO 3.10%
McDonald's Corp MCD 3.08%
Johnson & Johnson JNJ 2.88%
Ameriprise Financial Inc AMP 2.77%
American Tower Corp AMT 2.74%

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VITSX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. The Fund employs an indexing investment approach to track the performance of the CRSP US Total Market Index. The Fund invests by holding a collection of securities that approximates the Index.

VITSX performance & returns

YTD Return 13.93%
1-Month Return 3.04%
3-Month Return 7.13%
1-Year Return 7.13%
3-Year Return 17.46%
5-Year Return 17.67%
10-Year Return 15.05%
VITSX expense ratio is 0.03%.

VITSX holdings

Top 10 Holdings (23.05% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 5.36%
Microsoft Corp MSFT 4.78%
Amazon.com Inc AMZN 4.03%
Facebook Inc A FB 1.89%
Alphabet Inc A GOOGL 1.32%
Alphabet Inc Class C GOOG 1.25%
Berkshire Hathaway Inc Class B BRK.B 1.19%
Johnson & Johnson JNJ 1.18%
Procter & Gamble Co PG 1.04%
Visa Inc Class A V 1.01%

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