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BCBCX vs VBTIX

Both BCBCX and VBTIX are mutual funds. BCBCX has a lower 5-year return than VBTIX (2.39% vs 3.16%). BCBCX has a higher expense ratio than VBTIX (1.43% vs 0.04%). Below is the comparison between BCBCX and VBTIX.

BCBCX VBTIX
Security Type Mutual fund Mutual fund
Segment Taxable Fixed Income: Intermediate-Term Bond Taxable Fixed Income: Intermediate-Term Bond
Family BlackRock Vanguard
Net Assets $28.30M $50.66B
Expense Ratio 1.43% 0.04%
Management Style active passive (index-based)
Dividend Yield 0.75% 2.07%
Minimum Investment $1,000.00 $5,000,000.00
YTD Return -2.00% -1.77%
1-Year Return 0.87% 1.27%
3-Year Return 4.86% 5.55%
5-Year Return 2.39% 3.16%
10-Year Return 2.62% 3.30%

BCBCX description

The Fund seeks to maximize total return, consistent with income generation and prudent investment management. The Fund normally invests at least 80% of its assets in bonds and maintains an average portfolio duration that is within 20% of the duration of the benchmark, the Barclays Capital U.S. Aggregate Bond Index.

BCBCX performance & returns

YTD Return -2.00%
1-Month Return 0.88%
3-Month Return 0.87%
1-Year Return 0.87%
3-Year Return 4.86%
5-Year Return 2.39%
10-Year Return 2.62%
BCBCX expense ratio is 1.43%.

BCBCX holdings

Top 10 Holdings (25.11% of Total Assets)

Name Symbol % Assets
United States Treasury Notes 0.5% N/A 7.52%
BlackRock Liquidity T-Fund Instl TSTXX 4.52%
United States Treasury Notes 0.12% N/A 2.94%
Federal National Mortgage Association 3% N/A 2.37%
Federal National Mortgage Association 4.5% N/A 1.47%
Federal National Mortgage Association 2.5% N/A 1.33%
Government National Mortgage Association 3.5% N/A 1.33%
United States Treasury Notes 0.25% N/A 1.28%
Federal National Mortgage Association 4% N/A 1.27%
Federal National Mortgage Association 3.5% N/A 1.08%

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VBTIX description

The Fund seeks to track the performance of a broad, market-weighted bond index.

VBTIX performance & returns

YTD Return -1.77%
1-Month Return 1.07%
3-Month Return 1.27%
1-Year Return 1.27%
3-Year Return 5.55%
5-Year Return 3.16%
10-Year Return 3.30%
VBTIX expense ratio is 0.04%.

VBTIX holdings

Top 10 Holdings (2.49% of Total Assets)

Name Symbol % Assets
Federal National Mortgage Association 2.5% N/A 0.81%
Federal National Mortgage Association N/A 0.78%
United States Treasury Bonds N/A 0.50%
United States Treasury Notes N/A 0.40%

Other relevant VBTIX comparisons

You may also want to check out the following VBTIX comparisons that investors often look for on Finny

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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