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BMPEX vs VINIX

Both BMPEX and VINIX are mutual funds. BMPEX has a lower 5-year return than VINIX (15.87% vs 17.38%). BMPEX has a higher expense ratio than VINIX (1% vs 0.04%). Below is the comparison between BMPEX and VINIX.

BMPEX VINIX
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 $125.06B
Expense Ratio 1.00% 0.04%
Management Style active passive (index-based)
Dividend Yield 0.44% 1.42%
Minimum Investment $3,000.00 $5,000,000.00
YTD Return 38.93% 13.83%
1-Year Return 8.97% 8.20%
3-Year Return 16.30% 17.29%
5-Year Return 15.87% 17.38%
10-Year Return 9.75% 15.12%

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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VINIX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization stocks. The Fund employs an indexing investment approach designed to track the performance of the Standard & Poors 500 Index by investing all of its assets in the stocks that make up the Index.

VINIX performance & returns

YTD Return 13.83%
1-Month Return 2.46%
3-Month Return 8.20%
1-Year Return 8.20%
3-Year Return 17.29%
5-Year Return 17.38%
10-Year Return 15.12%
VINIX expense ratio is 0.04%.

VINIX holdings

Top 10 Holdings (28.19% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 6.73%
Microsoft Corp MSFT 5.76%
Amazon.com Inc AMZN 4.85%
Facebook Inc A FB 2.28%
Alphabet Inc A GOOGL 1.59%
Alphabet Inc Class C GOOG 1.56%
Berkshire Hathaway Inc Class B BRK.B 1.53%
Johnson & Johnson JNJ 1.42%
Procter & Gamble Co PG 1.25%
Visa Inc Class A V 1.22%

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