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BBTEX vs VFIAX

Both BBTEX and VFIAX are mutual funds. BBTEX has a lower 5-year return than VFIAX (8.33% vs 17.37%). Below is the comparison between BBTEX and VFIAX.

BBTEX VFIAX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Blend U.S. Equity: Large Blend
Family BBH Vanguard
Net Assets N/A $401.69B
Expense Ratio N/A 0.04%
Management Style active passive (index-based)
Dividend Yield N/A 1.39%
Minimum Investment $10,000.00 $10,000.00
YTD Return 23.42% 13.83%
1-Year Return 3.39% 8.20%
3-Year Return 11.75% 17.28%
5-Year Return 8.33% 17.37%
10-Year Return 11.55% 15.11%

BBTEX description

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BBTEX performance & returns

YTD Return 23.42%
1-Month Return 1.80%
3-Month Return 3.39%
1-Year Return 3.39%
3-Year Return 11.75%
5-Year Return 8.33%
10-Year Return 11.55%
BBTEX expense ratio is N/A.

BBTEX holdings

Top 10 Holdings (53.22% of Total Assets)

Name Symbol % Assets
Alphabet Inc Class C GOOG 7.13%
Oracle Corp ORCL 6.49%
Berkshire Hathaway Inc A BRK.A 6.43%
Comcast Corp Class A CMCSA 6.22%
U.S. Bancorp USB 5.19%
Fleetcor Technologies Inc FLT 4.79%
Copart Inc CPRT 4.62%
Zoetis Inc Class A ZTS 4.55%
Novartis AG ADR NVS 4.21%
Diageo PLC ADR DEO.L 3.59%

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VFIAX description

The Fund seeks to track the performance of its benchmark index, the S&P 500. The Fund employs an indexing investment approach. The Fund attempts to replicate the target index by investing all of its assets in the stocks that make up the Index with the same approximate weightings as the Index.

VFIAX performance & returns

YTD Return 13.83%
1-Month Return 2.46%
3-Month Return 8.20%
1-Year Return 8.20%
3-Year Return 17.28%
5-Year Return 17.37%
10-Year Return 15.11%
VFIAX expense ratio is 0.04%.

VFIAX holdings

Top 10 Holdings (27.80% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 6.65%
Microsoft Corp MSFT 5.68%
Amazon.com Inc AMZN 4.79%
Facebook Inc A FB 2.25%
Alphabet Inc A GOOGL 1.57%
Alphabet Inc Class C GOOG 1.54%
Berkshire Hathaway Inc Class B BRK.B 1.48%
Johnson & Johnson JNJ 1.40%
Procter & Gamble Co PG 1.24%
Visa Inc Class A V 1.20%

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