BQMGX vs TWHIX

Both BQMGX and TWHIX are mutual funds. BQMGX has a lower 5-year return than TWHIX (13.96% vs 14.88%). BQMGX has a higher expense ratio than TWHIX (1.11% vs 1%). Below is the comparison between BQMGX and TWHIX.

BQMGX TWHIX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Growth U.S. Equity: Mid-Cap Growth
Family Bright Rock American Century Investments
Net Assets $100.60M $4.99B
Expense Ratio 1.11% 1.00%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment $100,000.00 $3,000.00
YTD Return -11.92% -17.31%
1-Year Return -8.31% -20.12%
3-Year Return 16.94% 17.82%
5-Year Return 13.96% 14.88%
10-Year Return 11.59% 12.77%

BQMGX description

The Fund seeks long-term capital appreciation. The Fund invests at least 80% of its net assets in equity securities of companies with medium-sized market capitalizations. The Fund defines mid-cap companies as those companies with market capitalizations within the range of companies in the Russell Midcap Growth Index.

BQMGX performance & returns

YTD Return -11.92%
1-Month Return -8.85%
3-Month Return -8.31%
1-Year Return -8.31%
3-Year Return 16.94%
5-Year Return 13.96%
10-Year Return 11.59%
BQMGX expense ratio is 1.11%.

BQMGX holdings

Top 10 Holdings (41.77% of Total Assets)

Name Symbol % Assets
Copart Inc CPRT 5.90%
IDEXX Laboratories Inc IDXX 4.99%
Sherwin-Williams Co SHW 4.58%
Dollar General Corp DG 4.08%
Cheniere Energy Inc LNG 3.93%
ResMed Inc RMD 3.88%
Jack Henry & Associates Inc JKHY 3.79%
Edwards Lifesciences Corp EW 3.65%
The Hershey Co HSY 3.58%
Tractor Supply Co TSCO 3.39%

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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 -17.31%
1-Month Return -15.73%
3-Month Return -20.12%
1-Year Return -20.12%
3-Year Return 17.82%
5-Year Return 14.88%
10-Year Return 12.77%
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%

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