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BCGTX vs VSMGX

Both BCGTX and VSMGX are mutual funds. BCGTX has a lower 5-year return than VSMGX (5.43% vs 9.95%). Below is the comparison between BCGTX and VSMGX.

BCGTX VSMGX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Allocation--50% to 70% Equity U.S. Balanced: Allocation--50% to 70% Equity
Family Sterling Capital Funds Vanguard
Net Assets N/A $21.61B
Expense Ratio N/A 0.00%
Management Style active passive (index-based)
Dividend Yield N/A 1.60%
Minimum Investment $1,000,000.00 $3,000.00
YTD Return 1.66% 7.80%
1-Year Return 9.90% 2.95%
3-Year Return 3.19% 11.01%
5-Year Return 5.43% 9.95%
10-Year Return N/A 8.53%

BCGTX description

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BCGTX performance & returns

YTD Return 1.66%
1-Month Return 2.51%
3-Month Return 9.90%
1-Year Return 9.90%
3-Year Return 3.19%
5-Year Return 5.43%
10-Year Return N/A
BCGTX expense ratio is N/A.

BCGTX holdings

Top 10 Holdings (100.16% of Total Assets)

Name Symbol % Assets
Sterling Capital Total Return Bond I BIBTX 39.12%
Sterling Capital Behavioral Intl Eq Inst SBIIX 29.74%
Sterling Capital Special Opps Inst BOPIX 15.55%
Sterling Capital Equity Income Instl BEGIX 15.21%
Federated Hermes Treasury Obl IS TOIXX 0.54%

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VSMGX description

The Fund seeks to provide growth of capital and a low to moderate current income by investing in other Vanguard funds according to a fixed formula that typically results in an allocation of about 60% of assets to common stocks and 40% to bonds.

VSMGX performance & returns

YTD Return 7.80%
1-Month Return 0.83%
3-Month Return 2.95%
1-Year Return 2.95%
3-Year Return 11.01%
5-Year Return 9.95%
10-Year Return 8.53%
VSMGX expense ratio is N/A.

VSMGX holdings

Top 10 Holdings (100.00% of Total Assets)

Name Symbol % Assets
Vanguard Total Stock Mkt Idx Inv VTSMX 35.54%
Vanguard Total Bond Market II Idx Inv VTBIX 27.79%
Vanguard Total Intl Stock Index Inv VGTSX 23.99%
Vanguard Total Intl Bd Idx Investor VTIBX 11.68%
Cmt Market Liquidity Rate N/A 1.00%

Other relevant VSMGX comparisons

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