BMGAX vs VMGMX

Both BMGAX and VMGMX are mutual funds. BMGAX has a higher 5-year return than VMGMX (25.8% vs 20.54%). BMGAX has a higher expense ratio than VMGMX (1.05% vs 0.07%). Below is the comparison between BMGAX and VMGMX.

BMGAX VMGMX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Growth U.S. Equity: Mid-Cap Growth
Family BlackRock Vanguard
Net Assets $2.78B $11.90B
Expense Ratio 1.05% 0.07%
Management Style active passive (index-based)
Dividend Yield 0.00% 0.36%
Minimum Investment $1,000.00 $10,000.00
YTD Return 18.73% 20.36%
1-Year Return 6.95% 6.88%
3-Year Return 28.61% 25.92%
5-Year Return 25.80% 20.54%
10-Year Return 19.91% 16.34%

BMGAX description

The Fund seeks long-term capital appreciation by investing primarily in mid-capitalization U.S. growth companies believed to have above-average earnings growth potential.

BMGAX performance & returns

YTD Return 18.73%
1-Month Return 1.27%
3-Month Return 6.95%
1-Year Return 6.95%
3-Year Return 28.61%
5-Year Return 25.80%
10-Year Return 19.91%
BMGAX expense ratio is 1.05%.

BMGAX holdings

Top 10 Holdings (28.13% of Total Assets)

Name Symbol % Assets
CoStar Group Inc CSGP 3.36%
Copart Inc CPRT 3.03%
Fair Isaac Corp FICO 2.85%
IDEXX Laboratories Inc IDXX 2.79%
Adyen NV ADYEN 2.78%
Paycom Software Inc PAYC 2.75%
MSCI Inc MSCI 2.68%
Cadence Design Systems Inc CDNS 2.67%
Masimo Corp MASI 2.63%
Entegris Inc ENTG 2.59%

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VMGMX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization growth stocks. The Fund employs an indexing investment approach designed to track the performance of the CRSP US Mid Cap Growth Index, as it invest all of its assets in the stocks that makes up the Index.

VMGMX performance & returns

YTD Return 20.36%
1-Month Return 3.66%
3-Month Return 6.88%
1-Year Return 6.88%
3-Year Return 25.92%
5-Year Return 20.54%
10-Year Return 16.34%
VMGMX expense ratio is 0.07%.

VMGMX holdings

Top 10 Holdings (14.28% of Total Assets)

Name Symbol % Assets
Digital Realty Trust Inc DLR 1.54%
DexCom Inc DXCM 1.54%
Lululemon Athletica Inc LULU 1.53%
Veeva Systems Inc Class A VEEV 1.48%
DocuSign Inc DOCU 1.48%
SBA Communications Corp SBAC 1.39%
Chipotle Mexican Grill Inc Class A CMG 1.36%
Twilio Inc A TWLO 1.33%
Centene Corp CNC 1.32%
IDEXX Laboratories Inc IDXX 1.31%

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