BFMSX vs VFSUX

Both BFMSX and VFSUX are mutual funds. BFMSX has a lower 5-year return than VFSUX (1.12% vs 1.44%). BFMSX has a higher expense ratio than VFSUX (0.4% vs 0.1%). Below is the comparison between BFMSX and VFSUX.

BFMSX VFSUX
Security Type Mutual fund Mutual fund
Segment Taxable Fixed Income: Short-term Bond Taxable Fixed Income: Short-term Bond
Family BlackRock Vanguard
Net Assets $5.51B $50.17B
Expense Ratio 0.40% 0.10%
Management Style active active
Dividend Yield 1.36% 1.75%
Minimum Investment N/A $50,000.00
YTD Return -3.97% -4.85%
1-Year Return -2.42% -2.91%
3-Year Return 0.49% 0.91%
5-Year Return 1.12% 1.44%
10-Year Return 1.54% 1.82%

BFMSX

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 -3.97%
1-Month Return -0.48%
3-Month Return -2.42%
1-Year Return -2.42%
3-Year Return 0.49%
5-Year Return 1.12%
10-Year Return 1.54%
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%

BFMSX pros

The following are BFMSX strengths from our perspective:

  • BFMSX 5-year return is 1.12%, which is in line with the 5-year return of the benchmark index (ICE BofA 1-3 Year US Corporate & Government), 1.18%.
  • BFMSX 10-year return is 1.54%, which is higher than the 10-year return of the benchmark index (ICE BofA 1-3 Year US Corporate & Government), 1.09%.
  • BFMSX 15-year return is 2.17%, which is higher than the 15-year return of the benchmark index (ICE BofA 1-3 Year US Corporate & Government), 1.95%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

BFMSX cons

The following are BFMSX weaknesses from our perspective:

  • BFMSX 3-year return is 0.49%, which is lower than the 3-year return of the benchmark index (ICE BofA 1-3 Year US Corporate & Government), 0.81%.

Other relevant BFMSX comparisons

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VFSUX

VFSUX description

The Fund seeks a high level of current income and capital appreciation by investing primarily in investment-grade fixed income securities that have an average maturity of one to three years.

VFSUX performance & returns
YTD Return -4.85%
1-Month Return -0.14%
3-Month Return -2.91%
1-Year Return -2.91%
3-Year Return 0.91%
5-Year Return 1.44%
10-Year Return 1.82%
VFSUX expense ratio is 0.1%.

VFSUX holdings

Top 10 Holdings (1.65% of Total Assets)

Name Symbol % Assets
CVS Health Corp N/A 0.61%
United States Treasury Notes N/A 0.57%
Federal National Mortgage Association N/A 0.47%

VFSUX pros

The following are VFSUX strengths from our perspective:

  • VFSUX 10-year return is 1.82%, which is in line with the 10-year return of the benchmark index (Bloomberg Credit 1-5 Yr TR USD), 1.96%.
  • VFSUX expense ratio is 0.1%, which is considered low. Nice job picking a low-cost fund.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

VFSUX cons

The following are VFSUX weaknesses from our perspective:

  • VFSUX 3-year return is 0.91%, which is lower than the 3-year return of the benchmark index (Bloomberg Credit 1-5 Yr TR USD), 1.09%.
  • VFSUX 5-year return is 1.44%, which is lower than the 5-year return of the benchmark index (Bloomberg Credit 1-5 Yr TR USD), 1.6%.
  • VFSUX 15-year return is 2.67%, which is lower than the 15-year return of the benchmark index (Bloomberg Credit 1-5 Yr TR USD), 3.09%.

Other relevant VFSUX comparisons

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

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