BRAGX vs VSEMX

Both BRAGX and VSEMX are mutual funds. BRAGX has a lower 5-year return than VSEMX (4.65% vs 8.2%). BRAGX has a higher expense ratio than VSEMX (0.34% vs 0.02%). Below is the comparison between BRAGX and VSEMX.

BRAGX VSEMX
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 $21.45B
Expense Ratio 0.34% 0.02%
Management Style active passive (index-based)
Dividend Yield 1.26% 1.13%
Minimum Investment $2,000.00 $3,000,000,000.00
YTD Return -15.24% -24.31%
1-Year Return -6.89% -14.01%
3-Year Return 8.11% 7.66%
5-Year Return 4.65% 8.20%
10-Year Return 10.14% 11.42%

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 -15.24%
1-Month Return -0.58%
3-Month Return -6.89%
1-Year Return -6.89%
3-Year Return 8.11%
5-Year Return 4.65%
10-Year Return 10.14%
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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VSEMX

VSEMX description

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

VSEMX performance & returns

YTD Return -24.31%
1-Month Return -14.65%
3-Month Return -14.01%
1-Year Return -14.01%
3-Year Return 7.66%
5-Year Return 8.20%
10-Year Return 11.42%
VSEMX expense ratio is 0.02%.

VSEMX holdings

Top 10 Holdings (12.74% of Total Assets)

Name Symbol % Assets
Tesla Inc TSLA 5.47%
Zoom Video Communications Inc ZM 1.50%
Square Inc A SQ 1.05%
Uber Technologies Inc UBER 0.88%
DocuSign Inc DOCU 0.69%
Lululemon Athletica Inc LULU 0.68%
Veeva Systems Inc Class A VEEV 0.64%
Workday Inc Class A WDAY 0.61%
NXP Semiconductors NV NXPI 0.61%
Blackstone Group Inc BX 0.61%

VSEMX pros

The following are VSEMX strengths from our perspective:

  • VSEMX 3-year return is 7.66%, which is higher than the 3-year return of the benchmark index (S&P Completion TR USD), 7.54%.
  • VSEMX 5-year return is 8.2%, which is higher than the 5-year return of the benchmark index (S&P Completion TR USD), 8.07%.
  • VSEMX 10-year return is 11.42%, which is higher than the 10-year return of the benchmark index (S&P Completion TR USD), 11.36%.
  • VSEMX expense ratio is 0.02%, 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.

VSEMX cons

None that we could think of.

Other relevant VSEMX comparisons

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