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BCRCX vs VTBNX

Both BCRCX and VTBNX are mutual funds. BCRCX has a lower 5-year return than VTBNX (2.57% vs 3.05%). BCRCX has a higher expense ratio than VTBNX (1.28% vs 0.02%). Below is the comparison between BCRCX and VTBNX.

BCRCX VTBNX
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 $107.91B
Expense Ratio 1.28% 0.02%
Management Style active passive (index-based)
Dividend Yield 1.15% 1.97%
Minimum Investment $1,000.00 N/A
YTD Return -0.99% -0.49%
1-Year Return 1.86% 2.35%
3-Year Return 5.27% 5.72%
5-Year Return 2.57% 3.05%
10-Year Return 2.61% 3.27%

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 -0.99%
1-Month Return 0.94%
3-Month Return 1.86%
1-Year Return 1.86%
3-Year Return 5.27%
5-Year Return 2.57%
10-Year Return 2.61%
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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VTBNX description

The Fund seeks to track the performance of the Barclays Capital U.S. Aggregate Bond Index, and will maintain a dollar-weighted average maturity consistent with that of the index. The Index measures investment-grade, taxable fixed income securities in the U.S.

VTBNX performance & returns

YTD Return -0.49%
1-Month Return 1.23%
3-Month Return 2.35%
1-Year Return 2.35%
3-Year Return 5.72%
5-Year Return 3.05%
10-Year Return 3.27%
VTBNX expense ratio is 0.02%.

VTBNX holdings

Top 10 Holdings (2.13% 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 Notes N/A 0.54%

Other relevant VTBNX comparisons

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