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BRGAX vs AIVSX

Both AIVSX and BRGAX are mutual funds. AIVSX has a lower 5-year return than BRGAX (14.37% vs 17.28%). AIVSX has a higher expense ratio than BRGAX (0.59% vs 0.38%). Below is the comparison between AIVSX and BRGAX.

AIVSX BRGAX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Blend U.S. Equity: Large Blend
Family American Funds BlackRock
Net Assets $75.54B $47.10M
Expense Ratio 0.59% 0.38%
Management Style active passive (index-based)
Dividend Yield 1.24% 1.02%
Minimum Investment $1,000.00 $1,000.00
YTD Return 13.74% 13.29%
1-Year Return 7.32% 7.68%
3-Year Return 13.59% 17.33%
5-Year Return 14.37% 17.28%
10-Year Return 13.17% 14.74%

AIVSX description

The Fund seeks long-term growth of capital and income. The Fund invests primarily in common stocks, most of which have a history of paying dividends. Although the Fund focuses on investments in medium to larger capitalization companies, its investments are not limited to a particular capitalization size.

AIVSX performance & returns

YTD Return 13.74%
1-Month Return 2.09%
3-Month Return 7.32%
1-Year Return 7.32%
3-Year Return 13.59%
5-Year Return 14.37%
10-Year Return 13.17%
AIVSX expense ratio is 0.59%.

AIVSX holdings

Top 10 Holdings (39.11% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 7.07%
Broadcom Inc AVGO 5.29%
Capital Group Central Cash Fund N/A 4.97%
Facebook Inc A FB 4.57%
Amazon.com Inc AMZN 3.86%
Abbott Laboratories ABT 3.23%
Comcast Corp Class A CMCSA 2.89%
The Home Depot Inc HD 2.53%
Netflix Inc NFLX 2.44%
Apple Inc AAPL 2.26%

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BRGAX description

The Fund seeks to match the performance of the Russell 1000 Index as closely as possible before the deduction of expenses. The Fund will invest at least 80% of its assets in the common stocks represented in the Russell 1000 Index in roughly the same proportions as their weightings in the Russell 1000 Index.

BRGAX performance & returns

YTD Return 13.29%
1-Month Return 2.66%
3-Month Return 7.68%
1-Year Return 7.68%
3-Year Return 17.33%
5-Year Return 17.28%
10-Year Return 14.74%
BRGAX expense ratio is 0.38%.

BRGAX holdings

Top 10 Holdings (24.58% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 5.89%
Microsoft Corp MSFT 4.96%
Amazon.com Inc AMZN 4.21%
Facebook Inc A FB 1.98%
Alphabet Inc A GOOGL 1.38%
Alphabet Inc Class C GOOG 1.37%
Berkshire Hathaway Inc Class B BRK.B 1.29%
Johnson & Johnson JNJ 1.24%
BlackRock Cash Funds Treasury SL Agency XTSLA 1.19%
Procter & Gamble Co PG 1.07%

Other relevant BRGAX comparisons

You may also want to check out the following BRGAX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.
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