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BCRCX vs VBTLX

Both BCRCX and VBTLX are mutual funds. BCRCX has a lower 5-year return than VBTLX (2.59% vs 3.13%). BCRCX has a higher expense ratio than VBTLX (1.28% vs 0.05%). Below is the comparison between BCRCX and VBTLX.

BCRCX VBTLX
Security Type Mutual fund Mutual fund
Segment Taxable Fixed Income: Intermediate-Term Bond Taxable Fixed Income: Intermediate-Term Bond
Family BlackRock Vanguard
Net Assets $1.30M $118.35B
Expense Ratio 1.28% 0.05%
Management Style active passive (index-based)
Dividend Yield 1.15% 2.00%
Minimum Investment $1,000.00 $10,000.00
YTD Return -1.40% -0.99%
1-Year Return 1.38% 1.81%
3-Year Return 4.98% 5.52%
5-Year Return 2.59% 3.13%
10-Year Return 2.63% 3.33%

BCRCX description

The Fund seeks to provide a combination of income and capital growth. The Fund invests at least 80% of its assets in bonds. The Fund may invest a significant portion of its assets in U.S. agency mortgage pass-through securities and may use derivatives, such as futures contracts, options and various other instruments.

BCRCX performance & returns

YTD Return -1.40%
1-Month Return 1.03%
3-Month Return 1.38%
1-Year Return 1.38%
3-Year Return 4.98%
5-Year Return 2.59%
10-Year Return 2.63%
BCRCX expense ratio is 1.28%.

BCRCX holdings

Top 10 Holdings (15.61% of Total Assets)

Name Symbol % Assets
Federal National Mortgage Association 2% N/A 6.52%
BlackRock Cash Funds Instl SL Agency BISXX 3.25%
Federal Home Loan Banks 3% N/A 1.57%
Federal National Mortgage Association 2.5% N/A 0.73%
Federal National Mortgage Association 4% N/A 0.63%
Government National Mortgage Association 3% N/A 0.61%
Equinix, Inc. 3.2% N/A 0.60%
Federal National Mortgage Association 3.5% N/A 0.58%
Government National Mortgage Association 3.5% N/A 0.57%
EXETER AUTOMOBILE RECEIVABLES TRUST 2.26% N/A 0.55%

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VBTLX description

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

VBTLX performance & returns

YTD Return -0.99%
1-Month Return 1.32%
3-Month Return 1.81%
1-Year Return 1.81%
3-Year Return 5.52%
5-Year Return 3.13%
10-Year Return 3.33%
VBTLX expense ratio is 0.05%.

VBTLX 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 VBTLX comparisons

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