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BFMSX vs VFSUX

Both BFMSX and VFSUX are mutual funds. BFMSX has a lower 5-year return than VFSUX (2.48% vs 2.92%). 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 $6.17B $53.40B
Expense Ratio 0.40% 0.10%
Management Style active active
Dividend Yield 1.63% 2.00%
Minimum Investment N/A $50,000.00
YTD Return 0.48% 0.41%
1-Year Return 0.32% 0.79%
3-Year Return 3.26% 4.33%
5-Year Return 2.48% 2.92%
10-Year Return 2.26% 2.60%

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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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 0.41%
1-Month Return 0.24%
3-Month Return 0.79%
1-Year Return 0.79%
3-Year Return 4.33%
5-Year Return 2.92%
10-Year Return 2.60%
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%

Other relevant VFSUX comparisons

You may also want to check out the following VFSUX 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.
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