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BRSIX vs VSCPX

Both BRSIX and VSCPX are mutual funds. BRSIX has a higher 5-year return than VSCPX (18.07% vs 16.12%). BRSIX has a higher expense ratio than VSCPX (0.75% vs 0.03%). Below is the comparison between BRSIX and VSCPX.

BRSIX VSCPX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Small Blend U.S. Equity: Small Blend
Family Bridgeway Vanguard
Net Assets $370.40M $11.33B
Expense Ratio 0.75% 0.03%
Management Style active passive (index-based)
Dividend Yield 0.72% 1.06%
Minimum Investment $2,000.00 $100,000,000.00
YTD Return 40.95% 17.40%
1-Year Return 0.46% 3.82%
3-Year Return 15.19% 14.33%
5-Year Return 18.07% 16.12%
10-Year Return 14.17% 13.67%

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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VSCPX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of small-capitalization stocks.

VSCPX performance & returns

YTD Return 17.40%
1-Month Return 4.25%
3-Month Return 3.82%
1-Year Return 3.82%
3-Year Return 14.33%
5-Year Return 16.12%
10-Year Return 13.67%
VSCPX expense ratio is 0.03%.

VSCPX holdings

Top 10 Holdings (3.87% of Total Assets)

Name Symbol % Assets
Immunomedics Inc N/A 0.46%
Horizon Therapeutics PLC HZNP 0.45%
Insulet Corp PODD 0.41%
Steris PLC STE 0.39%
Etsy Inc ETSY 0.38%
PerkinElmer Inc PKI 0.37%
IDEX Corp IEX 0.36%
Catalent Inc CTLT 0.36%
Zebra Technologies Corp ZBRA 0.35%
Teradyne Inc TER 0.34%

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