BIAGX vs VPMAX

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 expense ratio is 0.82%.

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?

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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 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%

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

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