Both BIAGX and VPMAX are mutual funds. BIAGX has a higher 5-year return than VPMAX (12.94% vs 12.23%). BIAGX has a higher expense ratio than VPMAX (0.82% vs 0.31%). Below is the comparison between BIAGX and VPMAX.
BIAGX | VPMAX | |
---|---|---|
Security Type | Mutual fund | Mutual fund |
Segment | U.S. Equity: Large Growth | U.S. Equity: Large Growth |
Family | Brown Advisory Funds | Vanguard |
Net Assets | $826.90M | $59.86B |
Expense Ratio | 0.82% | 0.31% |
Management Style | active | active |
Dividend Yield | 0.00% | 0.90% |
Minimum Investment | $1,000.00 | N/A |
YTD Return | -31.02% | -15.07% |
1-Year Return | -15.06% | -8.47% |
3-Year Return | 8.46% | 12.48% |
5-Year Return | 12.94% | 12.23% |
10-Year Return | 12.51% | 15.54% |
BIAGX
BIAGX description
The Fund seeks capital appreciation by investing primarily in the common stock of large domestic companies that have exhibited an above-average increase in earnings over the past few years, and that have strong earnings prospects and attractive stock prices.
BIAGX performance & returns
YTD Return | -31.02% |
1-Month Return | -16.05% |
3-Month Return | -15.06% |
1-Year Return | -15.06% |
3-Year Return | 8.46% |
5-Year Return | 12.94% |
10-Year Return | 12.51% |
BIAGX holdings
Top 10 Holdings (41.13% of Total Assets)
Name | Symbol | % Assets |
---|---|---|
Thermo Fisher Scientific Inc | TMO | 4.74% |
Microsoft Corp | MSFT | 4.48% |
PayPal Holdings Inc | PYPL | 4.38% |
Amazon.com Inc | AMZN | 4.27% |
Intuitive Surgical Inc | ISRG | 4.10% |
Alphabet Inc Class C | GOOG | 4.10% |
Electronic Arts Inc | EA | 4.02% |
Zoetis Inc Class A | ZTS | 3.86% |
Danaher Corp | DHR | 3.62% |
Sherwin-Williams Co | SHW | 3.56% |
BIAGX pros
The following are BIAGX strengths from our perspective:
- BIAGX 15-year return is 9.8%, which is in line with the 15-year return of the benchmark index (Russell 1000 Growth TR USD), 10.79%.
- Good news: this fund does not have 12b1, front-end or back-end sales fees.
BIAGX cons
The following are BIAGX weaknesses from our perspective:
- BIAGX net assets are $826.90 million. This fund is not a popular choice with retail investors.
- BIAGX 3-year return is 8.46%, which is lower than the 3-year return of the benchmark index (Russell 1000 Growth TR USD), 14.78%.
- BIAGX 5-year return is 12.94%, which is lower than the 5-year return of the benchmark index (Russell 1000 Growth TR USD), 15.1%.
- BIAGX 10-year return is 12.51%, which is lower than the 10-year return of the benchmark index (Russell 1000 Growth TR USD), 15.48%.
- BIAGX expense ratio is 0.82%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
Other relevant BIAGX comparisons
You may also want to check out the following BIAGX comparisons that investors often look for on Finny
- BIAGX vs AGTHX
- BIAGX vs FCNTX
- BIAGX vs VPMAX
- BIAGX vs VIGAX
- BIAGX vs FBGRX
- BIAGX vs FDGRX
- BIAGX vs TRBCX
- BIAGX vs AMCPX
- BIAGX vs VWUAX
- BIAGX vs FMAGX
VPMAX
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 | -15.07% |
1-Month Return | -9.24% |
3-Month Return | -8.47% |
1-Year Return | -8.47% |
3-Year Return | 12.48% |
5-Year Return | 12.23% |
10-Year Return | 15.54% |
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% |
VPMAX pros
The following are VPMAX strengths from our perspective:
- VPMAX 3-year return is 12.48%, which is in line with the 3-year return of the benchmark index (S&P 500 TR USD), 13.04%.
- VPMAX 5-year return is 12.23%, which is in line with the 5-year return of the benchmark index (S&P 500 TR USD), 12.37%.
- VPMAX 10-year return is 15.54%, which is higher than the 10-year return of the benchmark index (S&P 500 TR USD), 13.88%.
- VPMAX 15-year return is 10.58%, which is higher than the 15-year return of the benchmark index (S&P 500 TR USD), 8.67%.
- Good news: this fund does not have 12b1, front-end or back-end sales fees.
VPMAX cons
None that we could think of.Other relevant VPMAX comparisons
You may also want to check out the following VPMAX comparisons that investors often look for on Finny
- VPMAX vs FCNTX
- VPMAX vs SPY
- VPMAX vs VOO
- VPMAX vs VFIAX
- VPMAX vs VPMCX
- VPMAX vs VTSAX
- VPMAX vs AGTHX
- VPMAX vs VIGAX
- VPMAX vs FBGRX
- VPMAX vs FDGRX
- VPMAX vs TRBCX
- VPMAX vs AMCPX
- VPMAX vs VWUAX
- VPMAX vs FMAGX
- VPMAX vs VIGIX