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BRSIX vs BDSIX

Both BDSIX and BRSIX are mutual funds. BDSIX has a lower 5-year return than BRSIX (17.52% vs 18.07%). BDSIX has a lower expense ratio than BRSIX (0.5% vs 0.75%). Below is the comparison between BDSIX and BRSIX.

BDSIX BRSIX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Small Blend U.S. Equity: Small Blend
Family BlackRock Bridgeway
Net Assets $2.80B $370.40M
Expense Ratio 0.50% 0.75%
Management Style active active
Dividend Yield 0.50% 0.72%
Minimum Investment $2,000,000.00 $2,000.00
YTD Return 17.74% 40.95%
1-Year Return 0.62% 0.46%
3-Year Return 14.97% 15.19%
5-Year Return 17.52% 18.07%
10-Year Return N/A 14.17%

BDSIX description

The Fund seeks capital appreciation over the long term. Under normal circumstances, the Fund seeks to invest at least 80% of its net assets in equity securities or other financial instruments that are components of, or have market capitalizations similar to, the securities included in the Russell 2000 Index.

BDSIX performance & returns

YTD Return 17.74%
1-Month Return 4.68%
3-Month Return 0.62%
1-Year Return 0.62%
3-Year Return 14.97%
5-Year Return 17.52%
10-Year Return N/A
BDSIX expense ratio is 0.5%.

BDSIX holdings

Top 10 Holdings (10.64% of Total Assets)

Name Symbol % Assets
BlackRock Liquidity T-Fund Instl TSTXX 3.40%
Qualys Inc QLYS 1.00%
International Game Technology PLC IGT 0.91%
QTS Realty Trust Inc Class A QTS 0.84%
Werner Enterprises Inc WERN 0.81%
M.D.C. Holdings Inc MDC 0.78%
Generac Holdings Inc GNRC 0.77%
Hamilton Lane Inc Class A HLNE 0.76%
Hub Group Inc Class A HUBG 0.69%
Cirrus Logic Inc CRUS 0.68%

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BRSIX description

The Fund seeks to provide a long-term total return on capital, primarily through capital appreciation. The Fund seeks roughly to meet the total return of the University of Chicago's Center for Research in Security Prices (CRSP) Small Cap-Based Portfolio 10 Index by investing in a representative sample of index companies.

BRSIX performance & returns

YTD Return 40.95%
1-Month Return 10.52%
3-Month Return 0.46%
1-Year Return 0.46%
3-Year Return 15.19%
5-Year Return 18.07%
10-Year Return 14.17%
BRSIX expense ratio is 0.75%.

BRSIX holdings

Top 10 Holdings (6.77% of Total Assets)

Name Symbol % Assets
A-Mark Precious Metals Inc AMRK 1.09%
Eastman Kodak Co KODK 0.82%
Xeris Pharmaceuticals Inc XERS 0.72%
The Container Store Group Inc TCS 0.68%
InnerWorkings Inc N/A 0.64%
Commercial Vehicle Group Inc CVGI 0.62%
Big 5 Sporting Goods Corp BGFV 0.60%
Party City Holdco Inc PRTY 0.55%
BlueLinx Holdings Inc BXC 0.54%
Rocky Brands Inc RCKY 0.51%

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