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BBTEX vs VINIX

Both BBTEX and VINIX are mutual funds. BBTEX has a lower 5-year return than VINIX (8.33% vs 17.38%). Below is the comparison between BBTEX and VINIX.

BBTEX VINIX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Blend U.S. Equity: Large Blend
Family BBH Vanguard
Net Assets N/A $125.06B
Expense Ratio N/A 0.04%
Management Style active passive (index-based)
Dividend Yield N/A 1.42%
Minimum Investment $10,000.00 $5,000,000.00
YTD Return 23.42% 13.83%
1-Year Return 3.39% 8.20%
3-Year Return 11.75% 17.29%
5-Year Return 8.33% 17.38%
10-Year Return 11.55% 15.12%

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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VINIX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization stocks. The Fund employs an indexing investment approach designed to track the performance of the Standard & Poors 500 Index by investing all of its assets in the stocks that make up the Index.

VINIX performance & returns

YTD Return 13.83%
1-Month Return 2.46%
3-Month Return 8.20%
1-Year Return 8.20%
3-Year Return 17.29%
5-Year Return 17.38%
10-Year Return 15.12%
VINIX expense ratio is 0.04%.

VINIX holdings

Top 10 Holdings (28.19% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 6.73%
Microsoft Corp MSFT 5.76%
Amazon.com Inc AMZN 4.85%
Facebook Inc A FB 2.28%
Alphabet Inc A GOOGL 1.59%
Alphabet Inc Class C GOOG 1.56%
Berkshire Hathaway Inc Class B BRK.B 1.53%
Johnson & Johnson JNJ 1.42%
Procter & Gamble Co PG 1.25%
Visa Inc Class A V 1.22%

Other relevant VINIX comparisons

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