BIATX vs VBTIX

Both BIATX and VBTIX are mutual funds. BIATX has a higher 5-year return than VBTIX (1.36% vs 0.54%). Below is the comparison between BIATX and VBTIX.

BIATX VBTIX
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 N/A N/A
Expense Ratio N/A N/A
Management Style active passive (index-based)
Dividend Yield N/A N/A
Minimum Investment $1,000.00 $5,000,000.00
YTD Return -11.29% -11.46%
1-Year Return -6.41% -6.31%
3-Year Return -0.12% -1.03%
5-Year Return 1.36% 0.54%
10-Year Return N/A 1.38%

BIATX

BIATX description

BIATX performance & returns
YTD Return -11.29%
1-Month Return -1.79%
3-Month Return -6.41%
1-Year Return -6.41%
3-Year Return -0.12%
5-Year Return 1.36%
10-Year Return N/A
BIATX expense ratio is N/A.

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 -0.12%, which is higher than the 3-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), -1.08%.
  • BIATX 5-year return is 1.36%, which is higher than the 5-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), 0.54%.
  • 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 $0.00 million. This fund is not a popular choice with retail investors.

Other relevant BIATX comparisons

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VBTIX

VBTIX description

VBTIX performance & returns
YTD Return -11.46%
1-Month Return -1.48%
3-Month Return -6.31%
1-Year Return -6.31%
3-Year Return -1.03%
5-Year Return 0.54%
10-Year Return 1.38%
VBTIX expense ratio is N/A.

VBTIX 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%

VBTIX pros

The following are VBTIX strengths from our perspective:

  • VBTIX 5-year return is 0.54%, which is in line with the 5-year return of the benchmark index (Bloomberg US Aggregate Float Adjusted TR USD), 0.58%.
  • VBTIX 10-year return is 1.38%, which is in line with the 10-year return of the benchmark index (Bloomberg US Aggregate Float Adjusted TR USD), 1.44%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

VBTIX cons

The following are VBTIX weaknesses from our perspective:

  • VBTIX net assets are $0.00 million. This fund is not a popular choice with retail investors.

Other relevant VBTIX comparisons

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

Or use Finny's Comparison Tool to create a comparison you'd like to see.
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