BCCPX vs VTTSX

Both BCCPX and VTTSX are mutual funds. BCCPX has a lower 5-year return than VTTSX (5.09% vs 13.81%). Below is the comparison between BCCPX and VTTSX.

BCCPX VTTSX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: — U.S. Balanced: —
Family BlackRock Vanguard
Net Assets $81.70M $6.66B
Expense Ratio 1.19% 0.00%
Management Style active active
Dividend Yield 0.56% 1.42%
Minimum Investment $1,000.00 $1,000.00
YTD Return 2.69% 14.77%
1-Year Return 0.32% 2.71%
3-Year Return 7.38% 15.99%
5-Year Return 5.09% 13.81%
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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VTTSX description

The Fund seeks to provide capital appreciation and current income consistent with its current asset allocation.

VTTSX performance & returns

YTD Return 14.77%
1-Month Return 2.14%
3-Month Return 2.71%
1-Year Return 2.71%
3-Year Return 15.99%
5-Year Return 13.81%
10-Year Return N/A
VTTSX expense ratio is N/A.

VTTSX holdings

Top 10 Holdings (100.00% of Total Assets)

Name Symbol % Assets
Vanguard Total Stock Mkt Idx Inv VTSMX 53.22%
Vanguard Total Intl Stock Index Inv VGTSX 35.48%
Vanguard Total Bond Market II Idx Inv VTBIX 6.85%
Vanguard Total Intl Bd Idx Investor VTIBX 2.76%
Cmt Market Liquidity Rate N/A 1.69%

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