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BFMSX vs VBIRX

Both BFMSX and VBIRX are mutual funds. BFMSX has a higher 5-year return than VBIRX (2.48% vs 2.26%). BFMSX has a higher expense ratio than VBIRX (0.4% vs 0.07%). Below is the comparison between BFMSX and VBIRX.

BFMSX VBIRX
Security Type Mutual fund Mutual fund
Segment Taxable Fixed Income: Short-term Bond Taxable Fixed Income: Short-term Bond
Family BlackRock Vanguard
Net Assets $6.17B $18.90B
Expense Ratio 0.40% 0.07%
Management Style active passive (index-based)
Dividend Yield 1.63% 1.48%
Minimum Investment N/A $10,000.00
YTD Return 0.48% -0.08%
1-Year Return 0.32% 0.41%
3-Year Return 3.26% 3.77%
5-Year Return 2.48% 2.26%
10-Year Return 2.26% 1.89%

BFMSX description

The Fund seeks to provide maximize total return, consistent with income generation and prudent investment management. The Fund invests primarily in investment grade bonds and maintains an average portfolio duration that is between 0 and 3 years. It may invest up to 20% of its assets in non-investment grade bonds.

BFMSX performance & returns

YTD Return 0.48%
1-Month Return 0.01%
3-Month Return 0.32%
1-Year Return 0.32%
3-Year Return 3.26%
5-Year Return 2.48%
10-Year Return 2.26%
BFMSX expense ratio is 0.4%.

BFMSX holdings

Top 10 Holdings (18.55% of Total Assets)

Name Symbol % Assets
Canada Housing Trust No.1 2.4% N/A 4.40%
United States Treasury Notes 1.12% N/A 2.93%
iShares Short Maturity Bond ETF NEAR 2.31%
United States Treasury Notes 0.12% N/A 2.10%
Japan (Government Of) N/A 1.94%
BlackRock Liquidity T-Fund Instl TSTXX 1.75%
Federal National Mortgage Association 0.75% N/A 1.69%
Federal Home Loan Mortgage Corporation 4.5% N/A 1.43%

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VBIRX description

The Fund seeks to track the performance of a market-weighted bond index with a short-term dollar-weighted average maturity. The Fund employs an indexing investment approach designed to track the performance of the Barclays Capital U.S. 1-5 Year Government/ Credit Float Adjusted Index.

VBIRX performance & returns

YTD Return -0.08%
1-Month Return 0.11%
3-Month Return 0.41%
1-Year Return 0.41%
3-Year Return 3.77%
5-Year Return 2.26%
10-Year Return 1.89%
VBIRX expense ratio is 0.07%.

VBIRX holdings

Top 10 Holdings (12.00% of Total Assets)

Name Symbol % Assets
United States Treasury Notes 1.25% N/A 1.79%
United States Treasury Notes 0.25% N/A 1.72%
United States Treasury Notes 2.62% N/A 1.55%
United States Treasury Notes 0.12% N/A 1.11%
Cmt Market Liquidity Rate N/A 1.07%
United States Treasury Notes 1.75% N/A 1.01%
United States Treasury Notes 2.12% N/A 0.97%
United States Treasury Notes 2.25% N/A 0.94%
United States Treasury Notes 1.88% N/A 0.92%
United States Treasury Notes N/A 0.92%

Other relevant VBIRX comparisons

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