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BMPEX vs VFIAX

Both BMPEX and VFIAX are mutual funds. BMPEX has a lower 5-year return than VFIAX (15.87% vs 17.37%). BMPEX has a higher expense ratio than VFIAX (1% vs 0.04%). Below is the comparison between BMPEX and VFIAX.

BMPEX VFIAX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Blend U.S. Equity: Large Blend
Family Beck, Mack & Oliver Vanguard
Net Assets $52.20M $401.69B
Expense Ratio 1.00% 0.04%
Management Style active passive (index-based)
Dividend Yield 0.44% 1.39%
Minimum Investment $3,000.00 $10,000.00
YTD Return 38.93% 13.83%
1-Year Return 8.97% 8.20%
3-Year Return 16.30% 17.28%
5-Year Return 15.87% 17.37%
10-Year Return 9.75% 15.11%

BMPEX description

The Fund seeks long-term capital appreciation consistent with the preservation of capital. The Fund generally seeks to invest in equity securities of domestic and foreign companies which it believes have sound, long-term fundamentals.

BMPEX performance & returns

YTD Return 38.93%
1-Month Return 5.69%
3-Month Return 8.97%
1-Year Return 8.97%
3-Year Return 16.30%
5-Year Return 15.87%
10-Year Return 9.75%
BMPEX expense ratio is 1%.

BMPEX holdings

Top 10 Holdings (57.65% of Total Assets)

Name Symbol % Assets
Blackstone Group Inc BX 7.20%
Apollo Global Management Inc Class A APO 7.00%
Microsoft Corp MSFT 6.77%
Alphabet Inc Class C GOOG 6.76%
Enstar Group Ltd ESGR 5.69%
Lumen Technologies Inc Ordinary Shares LUMN 5.44%
Laboratory Corp of America Holdings LH 5.19%
JPMorgan Chase & Co JPM 4.72%
Credit Acceptance Corp CACC 4.67%
Advanced Drainage Systems Inc WMS 4.21%

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VFIAX description

The Fund seeks to track the performance of its benchmark index, the S&P 500. The Fund employs an indexing investment approach. The Fund attempts to replicate the target index by investing all of its assets in the stocks that make up the Index with the same approximate weightings as the Index.

VFIAX performance & returns

YTD Return 13.83%
1-Month Return 2.46%
3-Month Return 8.20%
1-Year Return 8.20%
3-Year Return 17.28%
5-Year Return 17.37%
10-Year Return 15.11%
VFIAX expense ratio is 0.04%.

VFIAX holdings

Top 10 Holdings (27.80% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 6.65%
Microsoft Corp MSFT 5.68%
Amazon.com Inc AMZN 4.79%
Facebook Inc A FB 2.25%
Alphabet Inc A GOOGL 1.57%
Alphabet Inc Class C GOOG 1.54%
Berkshire Hathaway Inc Class B BRK.B 1.48%
Johnson & Johnson JNJ 1.40%
Procter & Gamble Co PG 1.24%
Visa Inc Class A V 1.20%

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