BAMPX vs. VGSTX
Compare and contrast key facts about BlackRock 40/60 Target Allocation Inv A (BAMPX) and Vanguard STAR Fund (VGSTX).
BAMPX is managed by BlackRock. It was launched on Feb 5, 2007. VGSTX is managed by Vanguard. It was launched on Mar 29, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BAMPX or VGSTX.
Correlation
The correlation between BAMPX and VGSTX is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BAMPX vs. VGSTX - Performance Comparison
Key characteristics
BAMPX:
1.55
VGSTX:
0.83
BAMPX:
2.26
VGSTX:
1.11
BAMPX:
1.29
VGSTX:
1.16
BAMPX:
1.08
VGSTX:
0.43
BAMPX:
7.93
VGSTX:
3.13
BAMPX:
1.39%
VGSTX:
2.55%
BAMPX:
7.15%
VGSTX:
9.69%
BAMPX:
-41.88%
VGSTX:
-43.45%
BAMPX:
-0.08%
VGSTX:
-11.02%
Returns By Period
In the year-to-date period, BAMPX achieves a 3.09% return, which is significantly lower than VGSTX's 4.37% return. Over the past 10 years, BAMPX has underperformed VGSTX with an annualized return of 3.03%, while VGSTX has yielded a comparatively higher 3.25% annualized return.
BAMPX
3.09%
1.32%
3.17%
11.22%
3.43%
3.03%
VGSTX
4.37%
1.81%
0.45%
8.44%
2.24%
3.25%
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BAMPX vs. VGSTX - Expense Ratio Comparison
BAMPX has a 0.61% expense ratio, which is higher than VGSTX's 0.31% expense ratio.
Risk-Adjusted Performance
BAMPX vs. VGSTX — Risk-Adjusted Performance Rank
BAMPX
VGSTX
BAMPX vs. VGSTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock 40/60 Target Allocation Inv A (BAMPX) and Vanguard STAR Fund (VGSTX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BAMPX vs. VGSTX - Dividend Comparison
BAMPX's dividend yield for the trailing twelve months is around 3.02%, more than VGSTX's 2.33% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAMPX BlackRock 40/60 Target Allocation Inv A | 3.02% | 3.11% | 2.67% | 2.72% | 1.94% | 1.10% | 2.36% | 2.21% | 2.17% | 1.57% | 1.90% | 2.60% |
VGSTX Vanguard STAR Fund | 2.33% | 2.43% | 2.21% | 2.08% | 1.36% | 1.42% | 2.11% | 2.52% | 1.85% | 2.08% | 2.09% | 2.18% |
Drawdowns
BAMPX vs. VGSTX - Drawdown Comparison
The maximum BAMPX drawdown since its inception was -41.88%, roughly equal to the maximum VGSTX drawdown of -43.45%. Use the drawdown chart below to compare losses from any high point for BAMPX and VGSTX. For additional features, visit the drawdowns tool.
Volatility
BAMPX vs. VGSTX - Volatility Comparison
The current volatility for BlackRock 40/60 Target Allocation Inv A (BAMPX) is 1.62%, while Vanguard STAR Fund (VGSTX) has a volatility of 1.94%. This indicates that BAMPX experiences smaller price fluctuations and is considered to be less risky than VGSTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.