Finny logo
Dibs:
Dibs:
0

BFCAX vs VWESX

Both BFCAX and VWESX are mutual funds. BFCAX has a lower 5-year return than VWESX (4.88% vs 6.13%). BFCAX has a higher expense ratio than VWESX (0.84% vs 0.22%). Below is the comparison between BFCAX and VWESX.

BFCAX VWESX
Security Type Mutual fund Mutual fund
Segment Taxable Fixed Income: Corporate Bond Taxable Fixed Income: Corporate Bond
Family American Funds Vanguard
Net Assets $1.08B $5.28B
Expense Ratio 0.84% 0.22%
Management Style active active
Dividend Yield 1.49% 3.19%
Minimum Investment $1,000.00 $3,000.00
YTD Return -1.47% -2.04%
1-Year Return 2.62% 5.63%
3-Year Return 7.97% 10.44%
5-Year Return 4.88% 6.13%
10-Year Return N/A 7.58%

BFCAX description

The Fund seeks to provide maximum total return consistent with capital preservation and prudent risk management. The Fund would invest at least 80% of its assets in corporate debt securities. The Fund will also normally invest all of its assets in debt securities with quality ratings of Baa3 or better or BBB- or better.

BFCAX performance & returns

YTD Return -1.47%
1-Month Return 1.63%
3-Month Return 2.62%
1-Year Return 2.62%
3-Year Return 7.97%
5-Year Return 4.88%
10-Year Return N/A
BFCAX expense ratio is 0.84%.

BFCAX holdings

Top 10 Holdings (11.75% of Total Assets)

Name Symbol % Assets
United States Treasury Bonds 1.25% N/A 2.34%
Toyota Motor Credit Corporation 0.5% N/A 1.55%
Bank of America Corporation 1.9% N/A 1.29%
Chevron USA Inc 0.69% N/A 1.26%
United States Treasury Bonds 2.38% N/A 1.24%
Citigroup Inc. 2.57% N/A 0.90%
Chevron USA Inc 1.02% N/A 0.90%
Credit Suisse Group AG 4.19% N/A 0.80%
United States Treasury Notes 0.5% N/A 0.76%
Servicenow Inc 1.4% N/A 0.71%

Other relevant BFCAX comparisons

You may also want to check out the following BFCAX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

VWESX description

The Fund seeks to provide a high and sustainable level of current income. The Fund invests in a variety of high-quality and, to a lesser extent, medium-quality fixed income securities, at least 80% of which will be intermediate and long-term investment-grade fixed income securities.

VWESX performance & returns

YTD Return -2.04%
1-Month Return 3.56%
3-Month Return 5.63%
1-Year Return 5.63%
3-Year Return 10.44%
5-Year Return 6.13%
10-Year Return 7.58%
VWESX expense ratio is 0.22%.

VWESX holdings

Top 10 Holdings (6.90% of Total Assets)

Name Symbol % Assets
Microsoft Corporation N/A 1.31%
Wells Fargo & Company N/A 0.90%
Goldman Sachs Group, Inc. N/A 0.84%
Comcast Corporation N/A 0.70%
International Business Machines Corporation N/A 0.65%
Bristol-Myers Squibb Company N/A 0.64%
WALMART INC N/A 0.62%
United States Treasury Bonds N/A 0.62%
Morgan Stanley N/A 0.62%

Other relevant VWESX comparisons

You may also want to check out the following VWESX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.
Follow Us