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BRMIX vs VSEQX

Both BRMIX and VSEQX are mutual funds. BRMIX has a higher 5-year return than VSEQX (15.56% vs 14.98%). BRMIX has a lower expense ratio than VSEQX (0.1% vs 0.17%). Below is the comparison between BRMIX and VSEQX.

BRMIX VSEQX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Blend U.S. Equity: Mid-Cap Blend
Family BlackRock Vanguard
Net Assets $231.40M $7.92B
Expense Ratio 0.10% 0.17%
Management Style passive (index-based) active
Dividend Yield 0.98% 1.08%
Minimum Investment $2,000,000.00 $3,000.00
YTD Return 16.00% 23.74%
1-Year Return 6.89% 7.40%
3-Year Return 15.51% 12.46%
5-Year Return 15.56% 14.98%
10-Year Return N/A 13.99%

BRMIX description

The Fund seeks to track the investment results of the Russell Midcap Index (Underlying Index), which measures the performance of the mid-capitalization sector of the US equity market. The Underlying Index is a float-adjusted, capitalization-weighted index of the 800 smallest issuers in the Russell 1000 Index.

BRMIX performance & returns

YTD Return 16.00%
1-Month Return 3.13%
3-Month Return 6.89%
1-Year Return 6.89%
3-Year Return 15.51%
5-Year Return 15.56%
10-Year Return N/A
BRMIX expense ratio is 0.1%.

BRMIX holdings

Top 10 Holdings (4.76% of Total Assets)

Name Symbol % Assets
BlackRock Cash Funds Treasury SL Agency XTSLA 0.72%
DocuSign Inc DOCU 0.49%
Veeva Systems Inc Class A VEEV 0.47%
Lululemon Athletica Inc LULU 0.47%
Xcel Energy Inc XEL 0.46%
Chipotle Mexican Grill Inc Class A CMG 0.44%
Twitter Inc TWTR 0.43%
Twilio Inc A TWLO 0.43%
O'Reilly Automotive Inc ORLY 0.43%
CoStar Group Inc CSGP 0.42%

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VSEQX description

The Fund seeks to provide long-term total return by investing in U.S. equity securities, emphasizing medium- and small-capitalization companies.

VSEQX performance & returns

YTD Return 23.74%
1-Month Return 3.27%
3-Month Return 7.40%
1-Year Return 7.40%
3-Year Return 12.46%
5-Year Return 14.98%
10-Year Return 13.99%
VSEQX expense ratio is 0.17%.

VSEQX holdings

Top 10 Holdings (9.60% of Total Assets)

Name Symbol % Assets
Cmt Market Liquidity Rate N/A 1.32%
Synopsys Inc SNPS 1.11%
Cadence Design Systems Inc CDNS 1.08%
Best Buy Co Inc BBY 1.03%
W.W. Grainger Inc GWW 0.88%
Fortinet Inc FTNT 0.87%
Expeditors International of Washington Inc EXPD 0.85%
Masco Corp MAS 0.84%
PulteGroup Inc PHM 0.83%
Booz Allen Hamilton Holding Corp Class A BAH 0.79%

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