BITSX vs VINIX

Both BITSX and VINIX are mutual funds. BITSX has a lower 5-year return than VINIX (18.34% vs 18.41%). BITSX has a higher expense ratio than VINIX (0.08% vs 0.04%). Below is the comparison between BITSX and VINIX.

BITSX VINIX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Blend U.S. Equity: Large Blend
Family BlackRock Vanguard
Net Assets $154.60M $120.89B
Expense Ratio 0.08% 0.04%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.10% 1.36%
Minimum Investment $2,000,000.00 $5,000,000.00
YTD Return 21.38% 22.37%
1-Year Return 4.39% 4.41%
3-Year Return 20.46% 20.27%
5-Year Return 18.34% 18.41%
10-Year Return N/A 16.17%

BITSX description

The Fund seeks to track the investment results of a broad-based index composed of U.S. equities. The Fund seeks to track the investment results of the Russell 3000 Index. The Index included issuers representing approximately 98% of the total market capitalization of all publicly-traded U.S.-domiciled equity securities.

BITSX performance & returns

YTD Return 21.38%
1-Month Return 3.49%
3-Month Return 4.39%
1-Year Return 4.39%
3-Year Return 20.46%
5-Year Return 18.34%
10-Year Return N/A
BITSX expense ratio is 0.08%.

BITSX holdings

Top 10 Holdings (22.92% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 5.52%
Microsoft Corp MSFT 4.65%
Amazon.com Inc AMZN 3.94%
Facebook Inc A FB 1.86%
Alphabet Inc A GOOGL 1.30%
Alphabet Inc Class C GOOG 1.29%
Berkshire Hathaway Inc Class B BRK.B 1.20%
Johnson & Johnson JNJ 1.16%
Visa Inc Class A V 1.00%
Procter & Gamble Co PG 1.00%

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VINIX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization stocks. The Fund employs an indexing investment approach designed to track the performance of the Standard & Poors 500 Index by investing all of its assets in the stocks that make up the Index.

VINIX performance & returns

YTD Return 22.37%
1-Month Return 3.49%
3-Month Return 4.41%
1-Year Return 4.41%
3-Year Return 20.27%
5-Year Return 18.41%
10-Year Return 16.17%
VINIX expense ratio is 0.04%.

VINIX holdings

Top 10 Holdings (28.19% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 6.73%
Microsoft Corp MSFT 5.76%
Amazon.com Inc AMZN 4.85%
Facebook Inc A FB 2.28%
Alphabet Inc A GOOGL 1.59%
Alphabet Inc Class C GOOG 1.56%
Berkshire Hathaway Inc Class B BRK.B 1.53%
Johnson & Johnson JNJ 1.42%
Procter & Gamble Co PG 1.25%
Visa Inc Class A V 1.22%

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