BMEAX vs TWHIX

Both BMEAX and TWHIX are mutual funds. BMEAX has a lower 5-year return than TWHIX (10.81% vs 20.73%). BMEAX has a higher expense ratio than TWHIX (1.1% vs 1%). Below is the comparison between BMEAX and TWHIX.

BMEAX TWHIX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Growth U.S. Equity: Mid-Cap Growth
Family BlackRock American Century Investments
Net Assets $212.70M $4.93B
Expense Ratio 1.10% 1.00%
Management Style active active
Dividend Yield 6.21% 0.00%
Minimum Investment $1,000.00 $3,000.00
YTD Return 22.11% 14.66%
1-Year Return 5.86% 3.38%
3-Year Return 11.21% 26.60%
5-Year Return 10.81% 20.73%
10-Year Return 11.34% 15.92%

BMEAX description

The Fund seeks high current income with consideration for capital appreciation. The Fund invests in a diversified portfolio of equity securities. The Fund will invest at least 80% of its net assets, plus the amount of any borrowings, in equity securities and equity-related instruments, including equity-linked notes.

BMEAX performance & returns

YTD Return 22.11%
1-Month Return 5.21%
3-Month Return 5.86%
1-Year Return 5.86%
3-Year Return 11.21%
5-Year Return 10.81%
10-Year Return 11.34%
BMEAX expense ratio is 1.1%.

BMEAX holdings

Top 10 Holdings (28.15% of Total Assets)

Name Symbol % Assets
Verizon Communications Inc VZ 6.21%
Wells Fargo & Co WFC 2.77%
BAE Systems PLC BA..L 2.59%
Medtronic PLC MDT 2.58%
Pfizer Inc PFE 2.50%
General Motors Co GM 2.49%
Bayer AG BAYN.DE 2.33%
CVS Health Corp CVS 2.26%
Marathon Petroleum Corp MPC 2.24%
American International Group Inc AIG 2.18%

Other relevant BMEAX comparisons

You may also want to check out the following BMEAX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

TWHIX description

The Fund seeks long-term capital growth by investing in companies whose earnings and revenues are growing at an accelerated rate. Firms exhibiting these accelerated rates will, in the view of Fund Management, have a greater potential of increasing in value over the long-term.

TWHIX performance & returns

YTD Return 14.66%
1-Month Return 2.49%
3-Month Return 3.38%
1-Year Return 3.38%
3-Year Return 26.60%
5-Year Return 20.73%
10-Year Return 15.92%
TWHIX expense ratio is 1%.

TWHIX holdings

Top 10 Holdings (23.26% of Total Assets)

Name Symbol % Assets
Xilinx Inc XLNX 3.00%
Cadence Design Systems Inc CDNS 2.98%
Chipotle Mexican Grill Inc Class A CMG 2.53%
Cognex Corp CGNX 2.40%
Veeva Systems Inc Class A VEEV 2.31%
Square Inc A SQ 2.07%
Skyworks Solutions Inc SWKS 2.04%
Teleflex Inc TFX 2.01%
Align Technology Inc ALGN 1.99%
Splunk Inc SPLK 1.93%

Other relevant TWHIX comparisons

You may also want to check out the following TWHIX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.