BIRCX vs AIVSX

Both AIVSX and BIRCX are mutual funds. AIVSX has a lower 5-year return than BIRCX (12.59% vs 15.37%). AIVSX has a lower expense ratio than BIRCX (0.59% vs 1.5%). Below is the comparison between AIVSX and BIRCX.

AIVSX BIRCX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Blend U.S. Equity: Large Blend
Family American Funds BlackRock
Net Assets $81.27B $24.80M
Expense Ratio 0.59% 1.50%
Management Style active active
Dividend Yield 1.20% 0.00%
Minimum Investment $1,000.00 $1,000.00
YTD Return -7.07% -8.46%
1-Year Return -3.87% -4.78%
3-Year Return 16.16% 19.45%
5-Year Return 12.59% 15.37%
10-Year Return 13.12% N/A

AIVSX description

The Fund seeks long-term growth of capital and income. The Fund invests primarily in common stocks, most of which have a history of paying dividends. Although the Fund focuses on investments in medium to larger capitalization companies, its investments are not limited to a particular capitalization size.

AIVSX performance & returns

YTD Return -7.07%
1-Month Return -4.75%
3-Month Return -3.87%
1-Year Return -3.87%
3-Year Return 16.16%
5-Year Return 12.59%
10-Year Return 13.12%
AIVSX expense ratio is 0.59%.

AIVSX holdings

Top 10 Holdings (39.11% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 7.07%
Broadcom Inc AVGO 5.29%
Capital Group Central Cash Fund N/A 4.97%
Facebook Inc A FB 4.57%
Amazon.com Inc AMZN 3.86%
Abbott Laboratories ABT 3.23%
Comcast Corp Class A CMCSA 2.89%
The Home Depot Inc HD 2.53%
Netflix Inc NFLX 2.44%
Apple Inc AAPL 2.26%

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BIRCX description

The Fund seeks to provide total return while seeking to maintain certain environmental, social and governance characteristics, climate risk exposure and climate opportunities relative to the Funds benchmark. The Fund invests at least 80% of its net assets in large cap equity securities and derivatives.

BIRCX performance & returns

YTD Return -8.46%
1-Month Return -5.98%
3-Month Return -4.78%
1-Year Return -4.78%
3-Year Return 19.45%
5-Year Return 15.37%
10-Year Return N/A
BIRCX expense ratio is 1.5%.

BIRCX holdings

Top 10 Holdings (25.41% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 4.89%
BlackRock Liquidity T-Fund Instl TSTXX 3.63%
Microsoft Corp MSFT 3.62%
Amazon.com Inc AMZN 2.98%
Alphabet Inc A GOOGL 2.34%
NVIDIA Corp NVDA 1.72%
The Home Depot Inc HD 1.71%
Visa Inc Class A V 1.64%
Adobe Inc ADBE 1.46%
Alphabet Inc Class C GOOG 1.42%

Other relevant BIRCX comparisons

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