BCCPX vs VILVX

Both BCCPX and VILVX are mutual funds. BCCPX has a lower 5-year return than VILVX (5.09% vs 13.89%). Below is the comparison between BCCPX and VILVX.

BCCPX VILVX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: — U.S. Balanced: —
Family BlackRock Vanguard
Net Assets $81.70M $8.41B
Expense Ratio 1.19% 0.00%
Management Style active active
Dividend Yield 0.56% 1.42%
Minimum Investment $1,000.00 $100,000,000.00
YTD Return 2.69% 14.90%
1-Year Return 0.32% 2.73%
3-Year Return 7.38% 16.09%
5-Year Return 5.09% 13.89%
10-Year Return 5.65% N/A

BCCPX description

The Fund seeks a balance between long-term capital appreciation and high current income, with a greater emphasis on income. The Fund, which is a fund-of-funds, normally invests 40% of its assets in underlying funds that invest primarily in equity securities and 60% in funds that invest in fixed income securities.

BCCPX performance & returns

YTD Return 2.69%
1-Month Return -0.08%
3-Month Return 0.32%
1-Year Return 0.32%
3-Year Return 7.38%
5-Year Return 5.09%
10-Year Return 5.65%
BCCPX expense ratio is 1.19%.

BCCPX holdings

Top 10 Holdings (92.38% of Total Assets)

Name Symbol % Assets
BlackRock Total Return Fund - CT N/A 25.13%
BlackRock Strategic Income Opps K BSIKX 25.04%
iShares US Treasury Bond ETF GOVT 11.15%
iShares Core US Aggregate Bond ETF AGG 5.99%
iShares 20+ Year Treasury Bond ETF TLT 5.96%
iShares 1-3 Year Treasury Bond ETF SHY 5.01%
iShares Core S&P Total US Stock Mkt ETF ITOT 4.77%
iShares ESG Aware MSCI USA ETF ESGU 3.78%
iShares MSCI USA Value Factor ETF VLUE 2.80%
iShares MSCI EAFE Growth ETF EFG 2.75%

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VILVX description

The Fund seeks to provide capital appreciation and current income consistent with its current asset allocation. The Fund invests in other Vanguard mutual funds according to an asset allocation strategy designed for investors planning to retire and leave the workforce in or within a few years of 2060.

VILVX performance & returns

YTD Return 14.90%
1-Month Return 2.15%
3-Month Return 2.73%
1-Year Return 2.73%
3-Year Return 16.09%
5-Year Return 13.89%
10-Year Return N/A
VILVX expense ratio is N/A.

VILVX holdings

Top 10 Holdings (100.00% of Total Assets)

Name Symbol % Assets
Vanguard Total Stock Market Idx I VITSX 53.29%
Vanguard Total Intl Stock Index Inv VGTSX 35.60%
Vanguard Total Bond Market II Idx Inv VTBIX 6.74%
Vanguard Total Intl Bd Idx Admiral™ VTABX 2.76%
Cmt Market Liquidity Rate N/A 1.61%

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