Both BAIPX and VAIPX are mutual funds. BAIPX has a lower 5-year return than VAIPX (2.84% vs 3.5%). BAIPX has a higher expense ratio than VAIPX (0.36% vs 0.1%). Below is the comparison between BAIPX and VAIPX.
BAIPX | VAIPX | |
---|---|---|
Security Type | Mutual fund | Mutual fund |
Segment | Taxable Fixed Income: Inflation-Protected Bond | Taxable Fixed Income: Inflation-Protected Bond |
Family | BlackRock | Vanguard |
Net Assets | $2.00M | $21.55B |
Expense Ratio | 0.36% | 0.10% |
Management Style | passive (index-based) | active |
Dividend Yield | 5.42% | 6.38% |
Minimum Investment | $1,000.00 | $50,000.00 |
YTD Return | 0.07% | -6.12% |
1-Year Return | 0.25% | -2.91% |
3-Year Return | 3.96% | 4.76% |
5-Year Return | 2.84% | 3.50% |
10-Year Return | N/A | 1.94% |
BAIPX
BAIPX description
The Fund seeks to track the investment results of the Underlying Index, which measures the performance of inflation-protected public obligations of the U.S. Treasury that have a remaining maturity of less than five years. The Fund generally invests at least 90% of its assets in securities of the Underlying Index.
BAIPX performance & returns
YTD Return | 0.07% |
1-Month Return | 0.28% |
3-Month Return | 0.25% |
1-Year Return | 0.25% |
3-Year Return | 3.96% |
5-Year Return | 2.84% |
10-Year Return | N/A |
BAIPX holdings
Top 10 Holdings (24.84% of Total Assets)
Name | Symbol | % Assets |
---|---|---|
United States Treasury Notes 0.25% | N/A | 6.42% |
United States Treasury Notes 0.12% | N/A | 6.32% |
United States Treasury Notes 0.38% | N/A | 6.20% |
United States Treasury Notes 0.62% | N/A | 5.90% |
BAIPX pros
The following are BAIPX strengths from our perspective:
- BAIPX 3-year return is 3.77%, which is in line with the 3-year return of the benchmark index (Bloomberg US TIPS 0-5 Year TR USD), 4.17%.
- Good news: this fund does not have 12b1, front-end or back-end sales fees.
Other relevant BAIPX comparisons
You may also want to check out the following BAIPX comparisons that investors often look for on Finny
- BAIPX vs VTAPX
- BAIPX vs VAIPX
- BAIPX vs VTSPX
- BAIPX vs VIPIX
- BAIPX vs PRRIX
- BAIPX vs VIPSX
- BAIPX vs SWRSX
- BAIPX vs BFIAX
- BAIPX vs BPRIX
- BAIPX vs PRTNX
VAIPX
VAIPX description
The Fund seeks to provide investors inflation protection and income, consistent with investment in inflation-indexed securities. The Fund invests at least 80% of its assets in inflation-indexed bonds issued by the U.S. government, its agencies and instrumentalities, and corporations.
VAIPX performance & returns
YTD Return | -6.12% |
1-Month Return | -1.64% |
3-Month Return | -2.91% |
1-Year Return | -2.91% |
3-Year Return | 4.76% |
5-Year Return | 3.50% |
10-Year Return | 1.94% |
VAIPX holdings
Top 10 Holdings (19.36% of Total Assets)
Name | Symbol | % Assets |
---|---|---|
United States Treasury Notes 0.38% | N/A | 3.31% |
United States Treasury Notes 0.12% | N/A | 3.24% |
United States Treasury Notes 0.25% | N/A | 3.24% |
United States Treasury Notes | N/A | 3.23% |
United States Treasury Notes 0.62% | N/A | 3.18% |
United States Treasury Notes 0.5% | N/A | 3.16% |
VAIPX pros
The following are VAIPX strengths from our perspective:
- VAIPX 3-year return is 4.76%, which is in line with the 3-year return of the benchmark index (Bloomberg US Treasury US TIPS TR USD), 4.83%.
- VAIPX 5-year return is 3.5%, which is in line with the 5-year return of the benchmark index (Bloomberg US Treasury US TIPS TR USD), 3.63%.
- VAIPX 10-year return is 1.94%, which is in line with the 10-year return of the benchmark index (Bloomberg US Treasury US TIPS TR USD), 2.01%.
- VAIPX 15-year return is 3.97%, which is in line with the 15-year return of the benchmark index (Bloomberg US Treasury US TIPS TR USD), 4.1%.
- VAIPX expense ratio is 0.1%, which is considered low. Nice job picking a low-cost fund.
- Good news: this fund does not have 12b1, front-end or back-end sales fees.
VAIPX cons
None that we could think of.Other relevant VAIPX comparisons
You may also want to check out the following VAIPX comparisons that investors often look for on Finny
- VAIPX vs VTAPX
- VAIPX vs VIPSX
- VAIPX vs VBTLX
- VAIPX vs TIP
- VAIPX vs VTIP
- VAIPX vs VBTIX
- VAIPX vs VTSPX
- VAIPX vs VIPIX
- VAIPX vs PRRIX
- VAIPX vs SWRSX
- VAIPX vs BFIAX
- VAIPX vs BPRIX
- VAIPX vs PRTNX
- VAIPX vs ACITX