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CBRCX vs VICBX
CBRCX vs VICBX Comparison
Open Charts CBRCX vs VICBX
JPMorgan Corporate Bond C
Price$8.30
Change-$0.01 (-0.12%)
VolumeN/A
Net Assets362.94M
Vanguard Interm-Term Corp Bd Idx Instl
Price$27.24
Change+$0.09 (+0.33%)
VolumeN/A
Net Assets53.49B
CBRCX vs VICBX Comparison Chart
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CBRCX vs. VICBX commentary
Apr 29, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CBRCX is a Hold and VICBX is a Hold.
FUNDAMENTALS
Fundamentals
VICBX has more cash in the bank: 53.5B vs. CBRCX (363M). VICBX pays higher dividends than CBRCX: VICBX (4.44) vs CBRCX (4.18). CBRCX was incepted earlier than VICBX: CBRCX (12 years) vs VICBX (15 years). CBRCX (1.55) is less costly to investors than VICBX (0.04). CBRCX is a more actively managed with annual turnover of: 131.00 vs. VICBX (72.00). CBRCX has a lower initial minimum investment than VICBX: CBRCX (1000) vs VICBX (5000000). VICBX annual gain was more profitable for investors over the last year : 8.65 vs. CBRCX (6.82). VICBX return over 5 years is better than : 5.39 vs. CBRCX (-6.39).
| CBRCX | VICBX | CBRCX / VICBX | |
| Total Expense Ratio | 1.25 | 0.04 | 3,125% |
| Annual Report Gross Expense Ratio | 1.55 | 0.04 | 3,875% |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | 1.883 | 2.608 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 363M | 53.5B | 1% |
| Annual Yield % from dividends | 4.18 | 4.44 | 94% |
| Returns for 1 year | 6.82 | 8.65 | 79% |
| Returns for 3 years | 6.75 | 11.90 | 57% |
| Returns for 5 years | -6.39 | 5.39 | -118% |
| Returns for 10 years | 9.54 | 30.62 | 31% |