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BFMSX vs VISTX

Both BFMSX and VISTX are mutual funds. BFMSX has a higher 5-year return than VISTX (2.48% vs 2.37%). BFMSX has a higher expense ratio than VISTX (0.4% vs 0.02%). Below is the comparison between BFMSX and VISTX.

BFMSX VISTX
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 $9.20B
Expense Ratio 0.40% 0.02%
Management Style active active
Dividend Yield 1.63% 1.50%
Minimum Investment N/A N/A
YTD Return 0.48% 0.34%
1-Year Return 0.32% 0.35%
3-Year Return 3.26% 3.41%
5-Year Return 2.48% 2.37%
10-Year Return 2.26% N/A

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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VISTX description

The Fund seeks to provide a high level of current income consistent with the maintenance of principal and liquidity. The Fund invests in a diversified portfolio of short-term high-quality fixed income securities. Under normal circumstances, the Fund will invest at least 80% of its assets in fixed income securities.

VISTX performance & returns

YTD Return 0.34%
1-Month Return 0.16%
3-Month Return 0.35%
1-Year Return 0.35%
3-Year Return 3.41%
5-Year Return 2.37%
10-Year Return N/A
VISTX expense ratio is 0.02%.

VISTX holdings

Top 10 Holdings (0.00% of Total Assets)

Name Symbol % Assets

Other relevant VISTX comparisons

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