BRAGX vs VSEMX

Both BRAGX and VSEMX are mutual funds. BRAGX has a lower 5-year return than VSEMX (11.37% vs 18.26%). 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 $185.50M $27.56B
Expense Ratio 0.34% 0.02%
Management Style active passive (index-based)
Dividend Yield 0.88% 1.20%
Minimum Investment $2,000.00 $3,000,000,000.00
YTD Return 20.80% 17.78%
1-Year Return 4.68% 4.23%
3-Year Return 13.12% 21.36%
5-Year Return 11.37% 18.26%
10-Year Return 12.81% 15.78%

BRAGX description

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BRAGX performance & returns

YTD Return 20.80%
1-Month Return 2.79%
3-Month Return 4.68%
1-Year Return 4.68%
3-Year Return 13.12%
5-Year Return 11.37%
10-Year Return 12.81%
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%

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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 17.78%
1-Month Return 3.21%
3-Month Return 4.23%
1-Year Return 4.23%
3-Year Return 21.36%
5-Year Return 18.26%
10-Year Return 15.78%
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%

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