Home › Compare › VMVFX vs GBDC
VMVFX yields 9.81% · GBDC yields 11.85%● Live data
📍 GBDC pulled ahead of the other in Year 1
Combined, VMVFX + GBDC cover 0 of 12 months — good coverage
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What's the optimal mix of VMVFX + GBDC for your $10,000?
The fund invests primarily in U.S. and foreign stocks that are expected to minimize volatility relative to the global equity market. To reduce volatility, the fund will consider stocks’ risk and diversification characteristics and seek to hedge away most of the currency exposure resulting from its foreign stock holdings. While the fund’s goal is to limit the volatility of global stock investing, we caution against expecting any low or minimum volatility investment to outperform, or even match, the global equity market over the long term. It is reasonable for investors to expect, on average, for a minimum volatility fund to outperform the overall global market in sharp downturns and trail the market in strong bull markets.
Full VMVFX Calculator →Golub Capital BDC, Inc. (GBDC) is a business development company and operates as an externally managed closed-end non-diversified management investment company. It invests in debt and minority equity investments in middle-market companies that are, in most cases, sponsored by private equity investors. It typically invests in diversified consumer services, automobiles, healthcare technology, insurance, health care equipment and supplies, hotels, restaurants and leisure, healthcare providers and services, IT services and specialty retails. It seeks to invest in the United States. It primarily invests in first lien traditional senior debt, first lien one stop, junior debt and equity, senior secured, one stop, unitranche, second lien, subordinated and mezzanine loans of middle-market companies, and warrants.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.