BIATX vs VBMPX

Both BIATX and VBMPX are mutual funds. BIATX has a higher 5-year return than VBMPX (2.03% vs 1.15%). BIATX has a higher expense ratio than VBMPX (0.47% vs 0.03%). Below is the comparison between BIATX and VBMPX.

BIATX VBMPX
Security Type Mutual fund Mutual fund
Segment Taxable Fixed Income: Intermediate-Term Bond Taxable Fixed Income: Intermediate-Term Bond
Family Brown Advisory Funds Vanguard
Net Assets $3.60M $31.92B
Expense Ratio 0.47% 0.03%
Management Style active passive (index-based)
Dividend Yield 1.86% 2.14%
Minimum Investment $1,000.00 $100,000,000.00
YTD Return -8.98% -9.29%
1-Year Return -5.79% -5.84%
3-Year Return 1.40% 0.34%
5-Year Return 2.03% 1.15%
10-Year Return N/A 1.68%

BIATX

BIATX description

The Fund seeks to provide a competitive total return consistent with preservation of principal. It will be investing at least 80% of the value of its net assets in fixed income securities such as U.S Government securities, corporate fixed income securities, mortgage-backed and asset-backed securities.

BIATX performance & returns

YTD Return -8.98%
1-Month Return -1.32%
3-Month Return -5.79%
1-Year Return -5.79%
3-Year Return 1.40%
5-Year Return 2.03%
10-Year Return N/A
BIATX expense ratio is 0.47%.

BIATX holdings

Top 10 Holdings (47.87% of Total Assets)

Name Symbol % Assets
Ultra US Treasury Bond Future Dec 20 UBZ0 6.80%
10 Year Treasury Note Future Dec 20 ZNZ0 6.67%
United States Treasury Notes 0.38% N/A 6.66%
Ultra 10 Year US Treasury Note Future Dec 20 TNZ0 6.17%
2 Year Treasury Note Future Dec 20 ZTZ0 4.42%
United States Treasury Notes 1.88% N/A 3.76%
United States Treasury Notes 2.75% N/A 3.76%
US Treasury Bond Future Dec 20 ZBZ0 3.71%
5 Year Treasury Note Future Dec 20 ZFZ0 3.68%
First American Government Obligs Z FGZXX 2.24%

BIATX pros

The following are BIATX strengths from our perspective:

  • BIATX 3-year return is 1.4%, which is higher than the 3-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), 0.34%.
  • BIATX 5-year return is 2.03%, which is higher than the 5-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), 1.18%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

BIATX cons

The following are BIATX weaknesses from our perspective:

  • BIATX net assets are $3.60 million. This fund is not a popular choice with retail investors.

Other relevant BIATX comparisons

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VBMPX

VBMPX description

The Fund seeks to track the performance of a broad, market-weighted bond index.

VBMPX performance & returns

YTD Return -9.29%
1-Month Return -0.50%
3-Month Return -5.84%
1-Year Return -5.84%
3-Year Return 0.34%
5-Year Return 1.15%
10-Year Return 1.68%
VBMPX expense ratio is 0.03%.

VBMPX holdings

Top 10 Holdings (2.49% of Total Assets)

Name Symbol % Assets
Federal National Mortgage Association 2.5% N/A 0.81%
Federal National Mortgage Association N/A 0.78%
United States Treasury Bonds N/A 0.50%
United States Treasury Notes N/A 0.40%

VBMPX pros

The following are VBMPX strengths from our perspective:

  • VBMPX 5-year return is 1.15%, which is in line with the 5-year return of the benchmark index (Bloomberg US Aggregate Float Adjusted TR USD), 1.21%.
  • VBMPX 10-year return is 1.68%, which is in line with the 10-year return of the benchmark index (Bloomberg US Aggregate Float Adjusted TR USD), 1.74%.
  • VBMPX expense ratio is 0.03%, 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.

VBMPX cons

The following are VBMPX weaknesses from our perspective:

  • VBMPX 3-year return is 0.34%, which is lower than the 3-year return of the benchmark index (Bloomberg US Aggregate Float Adjusted TR USD), 0.38%.

Other relevant VBMPX comparisons

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