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CBRCX vs VICBX
CBRCX vs VICBX Comparison
Open Charts CBRCX vs VICBX
JPMorgan Corporate Bond C
Price$8.19
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets359.97M
Vanguard Interm-Term Corp Bd Idx Instl
Price$26.95
Change+$0.07 (+0.26%)
VolumeN/A
Net Assets54.12B
CBRCX vs VICBX Comparison Chart
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CBRCX vs. VICBX commentary
May 23, 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: 54.1B vs. CBRCX (360M). VICBX (4.47) and CBRCX (4.25) have matching dividends . CBRCX was incepted earlier than VICBX: CBRCX (12 years) vs VICBX (16 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 : 5.84 vs. CBRCX (3.30). VICBX return over 5 years is better than : 3.41 vs. CBRCX (-8.16).
| 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 | 16 years | - |
| Gain YTD | 0.726 | 1.980 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 360M | 54.1B | 1% |
| Annual Yield % from dividends | 4.25 | 4.47 | 95% |
| Returns for 1 year | 3.30 | 5.84 | 57% |
| Returns for 3 years | 6.77 | 11.62 | 58% |
| Returns for 5 years | -8.16 | 3.41 | -240% |
| Returns for 10 years | 9.28 | 30.40 | 31% |
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