BAMPX vs. VWIAX
Compare and contrast key facts about BlackRock 40/60 Target Allocation Inv A (BAMPX) and Vanguard Wellesley Income Fund Admiral Shares (VWIAX).
BAMPX is managed by BlackRock. It was launched on Feb 5, 2007. VWIAX is managed by Vanguard. It was launched on May 14, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BAMPX or VWIAX.
Correlation
The correlation between BAMPX and VWIAX is 0.79, 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. VWIAX - Performance Comparison
Key characteristics
BAMPX:
1.55
VWIAX:
1.05
BAMPX:
2.26
VWIAX:
1.30
BAMPX:
1.29
VWIAX:
1.22
BAMPX:
1.08
VWIAX:
0.70
BAMPX:
7.94
VWIAX:
3.33
BAMPX:
1.39%
VWIAX:
2.16%
BAMPX:
7.15%
VWIAX:
6.84%
BAMPX:
-41.88%
VWIAX:
-23.93%
BAMPX:
-0.15%
VWIAX:
-3.54%
Returns By Period
In the year-to-date period, BAMPX achieves a 3.01% return, which is significantly higher than VWIAX's 2.80% return. Over the past 10 years, BAMPX has underperformed VWIAX with an annualized return of 3.00%, while VWIAX has yielded a comparatively higher 3.18% annualized return.
BAMPX
3.01%
1.01%
2.31%
10.22%
3.41%
3.00%
VWIAX
2.80%
1.30%
-1.07%
6.71%
1.71%
3.18%
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BAMPX vs. VWIAX - Expense Ratio Comparison
BAMPX has a 0.61% expense ratio, which is higher than VWIAX's 0.16% expense ratio.
Risk-Adjusted Performance
BAMPX vs. VWIAX — Risk-Adjusted Performance Rank
BAMPX
VWIAX
BAMPX vs. VWIAX - 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 Wellesley Income Fund Admiral Shares (VWIAX). 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. VWIAX - Dividend Comparison
BAMPX's dividend yield for the trailing twelve months is around 3.02%, less than VWIAX's 3.72% 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% |
VWIAX Vanguard Wellesley Income Fund Admiral Shares | 3.72% | 3.83% | 5.80% | 3.25% | 2.55% | 2.72% | 2.97% | 3.38% | 2.92% | 3.02% | 3.18% | 3.23% |
Drawdowns
BAMPX vs. VWIAX - Drawdown Comparison
The maximum BAMPX drawdown since its inception was -41.88%, which is greater than VWIAX's maximum drawdown of -23.93%. Use the drawdown chart below to compare losses from any high point for BAMPX and VWIAX. For additional features, visit the drawdowns tool.
Volatility
BAMPX vs. VWIAX - Volatility Comparison
BlackRock 40/60 Target Allocation Inv A (BAMPX) has a higher volatility of 1.62% compared to Vanguard Wellesley Income Fund Admiral Shares (VWIAX) at 1.33%. This indicates that BAMPX's price experiences larger fluctuations and is considered to be riskier than VWIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.