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BMPEX vs VTSAX

Both BMPEX and VTSAX are mutual funds. BMPEX has a lower 5-year return than VTSAX (15.87% vs 17.66%). BMPEX has a higher expense ratio than VTSAX (1% vs 0.04%). Below is the comparison between BMPEX and VTSAX.

BMPEX VTSAX
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 $307.70B
Expense Ratio 1.00% 0.04%
Management Style active passive (index-based)
Dividend Yield 0.44% 1.29%
Minimum Investment $3,000.00 $10,000.00
YTD Return 38.93% 13.92%
1-Year Return 8.97% 7.13%
3-Year Return 16.30% 17.44%
5-Year Return 15.87% 17.66%
10-Year Return 9.75% 15.04%

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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VTSAX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. The Fund employs an indexing investment approach to track the performance of the CRSP US Total Market Index. The Fund invests by holding a collection of securities that approximates the Index.

VTSAX performance & returns

YTD Return 13.92%
1-Month Return 3.04%
3-Month Return 7.13%
1-Year Return 7.13%
3-Year Return 17.44%
5-Year Return 17.66%
10-Year Return 15.04%
VTSAX expense ratio is 0.04%.

VTSAX holdings

Top 10 Holdings (23.05% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 5.36%
Microsoft Corp MSFT 4.78%
Amazon.com Inc AMZN 4.03%
Facebook Inc A FB 1.89%
Alphabet Inc A GOOGL 1.32%
Alphabet Inc Class C GOOG 1.25%
Berkshire Hathaway Inc Class B BRK.B 1.19%
Johnson & Johnson JNJ 1.18%
Procter & Gamble Co PG 1.04%
Visa Inc Class A V 1.01%

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