BIGFX vs LISIX

Both BIGFX and LISIX are mutual funds. BIGFX has a higher 5-year return than LISIX (15% vs 10.15%). BIGFX has a higher expense ratio than LISIX (1.2% vs 0.81%). Below is the comparison between BIGFX and LISIX.

BIGFX LISIX
Security Type Mutual fund Mutual fund
Segment International Equity: Foreign Large Growth International Equity: Foreign Large Growth
Family Baron Capital Group, Inc. Lazard
Net Assets $97.00M $5.88B
Expense Ratio 1.20% 0.81%
Management Style active active
Dividend Yield 0.09% 0.95%
Minimum Investment $3,000.00 $100,000.00
YTD Return 12.51% 8.82%
1-Year Return 1.93% 1.35%
3-Year Return 20.20% 11.52%
5-Year Return 15.00% 10.15%
10-Year Return 11.34% 8.90%

BIGFX description

The Fund seeks capital appreciation. The Fund invests for the long term primarily in securities of non-U.S. growth companies. The Fund may purchase securities of any size, but expects to focus on small- and mid-sized growth companies with market capitalizations of $10 billion or less at the time of purchase.

BIGFX performance & returns

YTD Return 12.51%
1-Month Return 0.36%
3-Month Return 1.93%
1-Year Return 1.93%
3-Year Return 20.20%
5-Year Return 15.00%
10-Year Return 11.34%
BIGFX expense ratio is 1.2%.

BIGFX holdings

Top 10 Holdings (19.13% of Total Assets)

Name Symbol % Assets
argenx SE ADR ARGX 2.50%
Telefonaktiebolaget L M Ericsson ADR Class B ERIC 2.17%
Future PLC FUTR.L 2.11%
Nextdc Ltd NXT.AX 1.87%
S4 Capital PLC SFOR.L 1.84%
Alibaba Group Holding Ltd ADR BABA 1.79%
Zai Lab Ltd ADR Repr 1 Shs ZLAB 1.77%
AstraZeneca PLC ADR AZN.L 1.74%
B&M European Value Retail SA BME.L 1.71%
Keyence Corp 6861 1.63%

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LISIX description

The Portfolio seeks long-term capital appreciation. The Portfolio invests primarily in equity securities, principally common stocks, of non-U.S. companies whose principal activities are located in countries represented by the Morgan Stanley Capital International Europe, Australasia and Far East Index.

LISIX performance & returns

YTD Return 8.82%
1-Month Return -0.87%
3-Month Return 1.35%
1-Year Return 1.35%
3-Year Return 11.52%
5-Year Return 10.15%
10-Year Return 8.90%
LISIX expense ratio is 0.81%.

LISIX holdings

Top 10 Holdings (28.97% of Total Assets)

Name Symbol % Assets
Nintendo Co Ltd 7974 3.83%
Sanofi SA SAN.PA 3.54%
Aon PLC AON 3.02%
Volkswagen AG Participating Preferred VOW3.DE 2.85%
Rio Tinto PLC RIO.L 2.78%
ABB Ltd ABBN 2.76%
Makita Corp 6586 2.70%
Medtronic PLC MDT 2.68%
SAP SE SAP.DE 2.43%
Enel SpA ENEL.MI 2.38%

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