BACPX vs VTTSX

Both BACPX and VTTSX are mutual funds. BACPX has a lower 5-year return than VTTSX (5.89% vs 13.81%). Below is the comparison between BACPX and VTTSX.

BACPX VTTSX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: — U.S. Balanced: —
Family BlackRock Vanguard
Net Assets $266.40M $6.66B
Expense Ratio 0.45% 0.00%
Management Style active active
Dividend Yield 1.31% 1.42%
Minimum Investment $1,000.00 $1,000.00
YTD Return 3.32% 14.77%
1-Year Return 0.47% 2.71%
3-Year Return 8.19% 15.99%
5-Year Return 5.89% 13.81%
10-Year Return 6.43% N/A

BACPX description

The Fund seeks a balance between long-term capital appreciation and high current income, with a greater emphasis on income. The Fund, which is a fund-of-funds, normally invests 40% of its assets in underlying funds that invest primarily in equity securities and 60% in funds that invest in fixed income securities.

BACPX performance & returns

YTD Return 3.32%
1-Month Return 0.47%
3-Month Return 0.47%
1-Year Return 0.47%
3-Year Return 8.19%
5-Year Return 5.89%
10-Year Return 6.43%
BACPX expense ratio is 0.45%.

BACPX holdings

Top 10 Holdings (91.47% of Total Assets)

Name Symbol % Assets
BlackRock Strategic Income Opps K BSIKX 24.89%
BlackRock Total Return Fund - CT N/A 24.75%
iShares US Treasury Bond ETF GOVT 13.58%
iShares iBoxx $ Invmt Grade Corp Bd ETF LQD 9.01%
BlackRock High Yield Bond K BRHYX 3.90%
iShares Core S&P Total US Stock Mkt ETF ITOT 3.25%
BlackRock Master Advantage LgCp Cor Port N/A 3.24%
iShares ESG Aware MSCI USA ETF ESGU 3.24%
iShares Core S&P Small-Cap ETF IJR 2.82%
iShares MSCI USA Value Factor ETF VLUE 2.79%

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VTTSX description

The Fund seeks to provide capital appreciation and current income consistent with its current asset allocation.

VTTSX performance & returns

YTD Return 14.77%
1-Month Return 2.14%
3-Month Return 2.71%
1-Year Return 2.71%
3-Year Return 15.99%
5-Year Return 13.81%
10-Year Return N/A
VTTSX expense ratio is N/A.

VTTSX holdings

Top 10 Holdings (100.00% of Total Assets)

Name Symbol % Assets
Vanguard Total Stock Mkt Idx Inv VTSMX 53.22%
Vanguard Total Intl Stock Index Inv VGTSX 35.48%
Vanguard Total Bond Market II Idx Inv VTBIX 6.85%
Vanguard Total Intl Bd Idx Investor VTIBX 2.76%
Cmt Market Liquidity Rate N/A 1.69%

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