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BFIAX vs VIPSX

Both BFIAX and VIPSX are mutual funds. BFIAX has a higher 5-year return than VIPSX (4.41% vs 4.01%). BFIAX has a higher expense ratio than VIPSX (0.7% vs 0.2%). Below is the comparison between BFIAX and VIPSX.

BFIAX VIPSX
Security Type Mutual fund Mutual fund
Segment Taxable Fixed Income: Inflation-Protected Bond Taxable Fixed Income: Inflation-Protected Bond
Family American Funds Vanguard
Net Assets $1.41B $3.75B
Expense Ratio 0.70% 0.20%
Management Style active active
Dividend Yield 2.01% 1.45%
Minimum Investment $1,000.00 $3,000.00
YTD Return 0.55% 1.31%
1-Year Return 2.15% 2.45%
3-Year Return 7.15% 6.48%
5-Year Return 4.41% 4.01%
10-Year Return N/A 3.23%

BFIAX description

The Fund seeks to provide inflation protection and income consistent with investment in inflation linked securities. The Fund, under normal circumstances, invests at least 80% of its net assets in inflation linked bonds issued by U.S. and non-U.S. governments, their agencies or instrumentalities, and corporations.

BFIAX performance & returns

YTD Return 0.55%
1-Month Return 0.37%
3-Month Return 2.15%
1-Year Return 2.15%
3-Year Return 7.15%
5-Year Return 4.41%
10-Year Return N/A
BFIAX expense ratio is 0.7%.

BFIAX holdings

Top 10 Holdings (23.88% of Total Assets)

Name Symbol % Assets
United States Treasury Notes 0.38% N/A 3.75%
United States Treasury Notes 0.12% N/A 3.64%
United States Treasury Notes 0.5% N/A 3.55%
United States Treasury Bonds 0.25% N/A 3.53%
United States Treasury Notes 0.25% N/A 3.27%
United States Treasury Bonds 2.38% N/A 3.16%
United States Treasury Notes 0.62% N/A 2.98%

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VIPSX description

The Fund seeks to provide investors inflation protection and income, consistent with investment in inflation-indexed securities. The Fund invests at least 80% of its assets in inflation-indexed bonds issued by the U.S. government, its agencies and instrumentalities, and corporations.

VIPSX performance & returns

YTD Return 1.31%
1-Month Return 0.48%
3-Month Return 2.45%
1-Year Return 2.45%
3-Year Return 6.48%
5-Year Return 4.01%
10-Year Return 3.23%
VIPSX expense ratio is 0.2%.

VIPSX holdings

Top 10 Holdings (19.36% of Total Assets)

Name Symbol % Assets
United States Treasury Notes 0.38% N/A 3.31%
United States Treasury Notes 0.12% N/A 3.24%
United States Treasury Notes 0.25% N/A 3.24%
United States Treasury Notes N/A 3.23%
United States Treasury Notes 0.62% N/A 3.18%
United States Treasury Notes 0.5% N/A 3.16%

Other relevant VIPSX comparisons

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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.
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