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BBTRX vs VINIX

Both BBTRX and VINIX are mutual funds. BBTRX has a lower 5-year return than VINIX (8.15% vs 17.86%). Below is the comparison between BBTRX and VINIX.

BBTRX 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 $128.05B
Expense Ratio N/A 0.04%
Management Style active passive (index-based)
Dividend Yield N/A 1.29%
Minimum Investment $5,000.00 $5,000,000.00
YTD Return 23.73% 19.24%
1-Year Return 3.55% 5.35%
3-Year Return 11.59% 17.43%
5-Year Return 8.15% 17.86%
10-Year Return 11.31% 16.10%

BBTRX description

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BBTRX performance & returns

YTD Return 23.73%
1-Month Return 2.10%
3-Month Return 3.55%
1-Year Return 3.55%
3-Year Return 11.59%
5-Year Return 8.15%
10-Year Return 11.31%
BBTRX expense ratio is N/A.

BBTRX 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 19.24%
1-Month Return -0.20%
3-Month Return 5.35%
1-Year Return 5.35%
3-Year Return 17.43%
5-Year Return 17.86%
10-Year Return 16.10%
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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Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.
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