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BJBGX vs VBMPX

Both BJBGX and VBMPX are mutual funds. BJBGX has a higher 5-year return than VBMPX (3.78% vs 3.16%). BJBGX has a higher expense ratio than VBMPX (0.69% vs 0.03%). Below is the comparison between BJBGX and VBMPX.

BJBGX VBMPX
Security Type Mutual fund Mutual fund
Segment Taxable Fixed Income: Intermediate-Term Bond Taxable Fixed Income: Intermediate-Term Bond
Family Aberdeen Vanguard
Net Assets $26.10M $36.69B
Expense Ratio 0.69% 0.03%
Management Style active passive (index-based)
Dividend Yield 2.06% 2.02%
Minimum Investment $3,000.00 $100,000,000.00
YTD Return -0.63% -0.98%
1-Year Return 1.61% 1.81%
3-Year Return 6.29% 5.54%
5-Year Return 3.78% 3.16%
10-Year Return 3.57% 3.36%

BJBGX description

The Fund seeks to provide total return. The Fund normally invests in a non-diversified portfolio of fixed income securities of domestic and international issuers which include securities issued by governments, supranational entities and corporations in developed and emerging markets.

BJBGX performance & returns

YTD Return -0.63%
1-Month Return 1.25%
3-Month Return 1.61%
1-Year Return 1.61%
3-Year Return 6.29%
5-Year Return 3.78%
10-Year Return 3.57%
BJBGX expense ratio is 0.69%.

BJBGX holdings

Top 10 Holdings (20.62% of Total Assets)

Name Symbol % Assets
United States Treasury Notes 0.25% N/A 4.78%
United States Treasury Notes 0.12% N/A 3.63%
Canada Housing Trust No.1 2.35% N/A 3.02%
Federal National Mortgage Association 2% N/A 2.08%
United States Treasury Bonds 1.38% N/A 1.95%
Verizon Communications Inc. 4.5% N/A 1.38%
Southern California Edison Company 3.7% N/A 1.30%
LOS ANGELES CALIF UNI SCH DIST 6.76% N/A 1.26%
Citigroup Inc. 3.11% N/A 1.22%

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VBMPX description

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

VBMPX performance & returns

YTD Return -0.98%
1-Month Return 1.32%
3-Month Return 1.81%
1-Year Return 1.81%
3-Year Return 5.54%
5-Year Return 3.16%
10-Year Return 3.36%
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%

Other relevant VBMPX comparisons

You may also want to check out the following VBMPX 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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