BRAGX vs VIMAX

Both BRAGX and VIMAX are mutual funds. BRAGX has a lower 5-year return than VIMAX (3.33% vs 9.79%). BRAGX has a higher expense ratio than VIMAX (0.34% vs 0.05%). Below is the comparison between BRAGX and VIMAX.

BRAGX VIMAX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Blend U.S. Equity: Mid-Cap Blend
Family Bridgeway Vanguard
Net Assets $157.00M $55.49B
Expense Ratio 0.34% 0.05%
Management Style active passive (index-based)
Dividend Yield 1.26% 1.35%
Minimum Investment $2,000.00 $10,000.00
YTD Return -21.60% -18.22%
1-Year Return -12.21% -9.39%
3-Year Return 4.95% 10.52%
5-Year Return 3.33% 9.79%
10-Year Return 9.66% 12.56%

BRAGX

BRAGX description

The Fund seeks to exceed the stock market total return (primarily capital appreciation but also income) at a level of total risk roughly equal to that of the stock market over longer periods of time (three years or more).

BRAGX performance & returns
YTD Return -21.60%
1-Month Return -14.99%
3-Month Return -12.21%
1-Year Return -12.21%
3-Year Return 4.95%
5-Year Return 3.33%
10-Year Return 9.66%
BRAGX expense ratio is 0.34%.

BRAGX holdings

Top 10 Holdings (19.63% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 3.05%
Fidelity® Inv MM Fds Government I FIGXX 2.17%
Microsoft Corp MSFT 2.03%
Netflix Inc NFLX 1.99%
Vertex Pharmaceuticals Inc VRTX 1.81%
Cadence Design Systems Inc CDNS 1.76%
Fiat Chrysler Automobiles NV FCAU.L 1.75%
Rollins Inc ROL 1.74%
Five9 Inc FIVN 1.69%
Coupa Software Inc COUP 1.64%

BRAGX pros

The following are BRAGX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

BRAGX cons

The following are BRAGX weaknesses from our perspective:

  • BRAGX net assets are $157.00 million. This fund is not a popular choice with retail investors.
  • BRAGX 3-year return is 4.95%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 13.04%.
  • BRAGX 5-year return is 3.33%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 12.37%.
  • BRAGX 10-year return is 9.66%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 13.88%.
  • BRAGX 15-year return is 3.35%, which is lower than the 15-year return of the benchmark index (S&P 500 TR USD), 8.67%.

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VIMAX

VIMAX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization stocks.

VIMAX performance & returns
YTD Return -18.22%
1-Month Return -12.55%
3-Month Return -9.39%
1-Year Return -9.39%
3-Year Return 10.52%
5-Year Return 9.79%
10-Year Return 12.56%
VIMAX expense ratio is 0.05%.

VIMAX holdings

Top 10 Holdings (7.57% of Total Assets)

Name Symbol % Assets
Digital Realty Trust Inc DLR 0.82%
DexCom Inc DXCM 0.82%
Lululemon Athletica Inc LULU 0.81%
Veeva Systems Inc Class A VEEV 0.78%
DocuSign Inc DOCU 0.78%
SBA Communications Corp SBAC 0.74%
Chipotle Mexican Grill Inc Class A CMG 0.72%
Twilio Inc A TWLO 0.71%
Centene Corp CNC 0.70%
Twitter Inc TWTR 0.69%

VIMAX pros

The following are VIMAX strengths from our perspective:

  • VIMAX 3-year return is 10.52%, which is in line with the 3-year return of the benchmark index (CRSP US Mid Cap TR USD), 10.54%.
  • VIMAX 5-year return is 9.79%, which is in line with the 5-year return of the benchmark index (CRSP US Mid Cap TR USD), 9.81%.
  • VIMAX 10-year return is 12.56%, which is in line with the 10-year return of the benchmark index (CRSP US Mid Cap TR USD), 12.63%.
  • VIMAX 15-year return is 8.11%, which is in line with the 15-year return of the benchmark index (CRSP US Mid Cap TR USD), 8.27%.
  • VIMAX expense ratio is 0.05%, which is considered low. Nice job picking a low-cost fund.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

VIMAX cons

None that we could think of.

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