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 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%.
Other relevant BRAGX comparisons
You may also want to check out the following BRAGX comparisons that investors often look for on Finny
- BRAGX vs VIMAX
- BRAGX vs VEXAX
- BRAGX vs VMCIX
- BRAGX vs VSEMX
- BRAGX vs VIEIX
- BRAGX vs VMCPX
- BRAGX vs VEMPX
- BRAGX vs VSEQX
- BRAGX vs PFPMX
- BRAGX vs PARMX
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 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
You may also want to check out the following VSEMX comparisons that investors often look for on Finny
- VSEMX vs VIMAX
- VSEMX vs VEXAX
- VSEMX vs VMCIX
- VSEMX vs VIEIX
- VSEMX vs VMCPX
- VSEMX vs VEMPX
- VSEMX vs VSEQX
- VSEMX vs PFPMX
- VSEMX vs PARMX
- VSEMX vs NOMIX