CBPSX vs VBTIX

Both CBPSX and VBTIX are mutual funds. CBPSX has a lower 5-year return than VBTIX (2.87% vs 2.91%). CBPSX has a higher expense ratio than VBTIX (0.7% vs 0.04%). Below is the comparison between CBPSX and VBTIX.

CBPSX VBTIX
Security Type Mutual fund Mutual fund
Segment Taxable Fixed Income: Intermediate-Term Bond Taxable Fixed Income: Intermediate-Term Bond
Family Virtus Vanguard
Net Assets $12.80M $50.22B
Expense Ratio 0.70% 0.04%
Management Style active passive (index-based)
Dividend Yield 1.54% 1.94%
Minimum Investment $3,000.00 $5,000,000.00
YTD Return -1.94% -2.15%
1-Year Return -1.30% -1.55%
3-Year Return 6.00% 5.53%
5-Year Return 2.87% 2.91%
10-Year Return 2.88% 3.00%

CBPSX description

The Fund seeks to provide investors with a total return which consistently exceeds the total return of the broad U.S. investment grade bond market.

CBPSX performance & returns

YTD Return -1.94%
1-Month Return -1.62%
3-Month Return -1.30%
1-Year Return -1.30%
3-Year Return 6.00%
5-Year Return 2.87%
10-Year Return 2.88%
CBPSX expense ratio is 0.7%.

CBPSX holdings

Top 10 Holdings (37.39% of Total Assets)

Name Symbol % Assets
United States Treasury Bills 0.14% N/A 15.11%
United States Treasury Notes 2.38% N/A 6.11%
United States Treasury Bonds 1.25% N/A 5.94%
United States Treasury Notes 1.75% N/A 3.12%
United States Treasury Notes 1.25% N/A 2.00%
United States Treasury Notes 2.75% N/A 1.90%
Government National Mortgage Association 3% N/A 1.09%
United States Treasury Notes 0.5% N/A 1.08%
Federal National Mortgage Association 3.5% N/A 1.04%

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VBTIX description

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

VBTIX performance & returns

YTD Return -2.15%
1-Month Return -1.77%
3-Month Return -1.55%
1-Year Return -1.55%
3-Year Return 5.53%
5-Year Return 2.91%
10-Year Return 3.00%
VBTIX expense ratio is 0.04%.

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%

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