BCSSX vs. VISGX
Compare and contrast key facts about Brown Capital Management Small Company Fund Institutional Shares (BCSSX) and Vanguard Small Cap Growth Index Fund (VISGX).
BCSSX is an actively managed fund by Brown Capital Management. It was launched on Jul 23, 1992. VISGX is managed by Vanguard. It was launched on May 21, 1998.
Performance
BCSSX vs. VISGX - Performance Comparison
Loading graphics...
BCSSX vs. VISGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BCSSX Brown Capital Management Small Company Fund Institutional Shares | -21.93% | -54.18% | 10.05% | 19.40% | -37.77% | -4.06% | 45.51% | 29.49% | -0.37% | 29.16% |
VISGX Vanguard Small Cap Growth Index Fund | -3.94% | 8.18% | 14.80% | 22.91% | -28.50% | 5.58% | 35.11% | 32.60% | -5.81% | 21.78% |
Returns By Period
In the year-to-date period, BCSSX achieves a -21.93% return, which is significantly lower than VISGX's -3.94% return. Over the past 10 years, BCSSX has underperformed VISGX with an annualized return of -2.48%, while VISGX has yielded a comparatively higher 9.84% annualized return.
BCSSX
- 1D
- 0.62%
- 1M
- -8.95%
- YTD
- -21.93%
- 6M
- -60.26%
- 1Y
- -57.41%
- 3Y*
- -24.45%
- 5Y*
- -21.47%
- 10Y*
- -2.48%
VISGX
- 1D
- -1.75%
- 1M
- -9.44%
- YTD
- -3.94%
- 6M
- -2.52%
- 1Y
- 15.53%
- 3Y*
- 10.67%
- 5Y*
- 1.54%
- 10Y*
- 9.84%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BCSSX vs. VISGX - Expense Ratio Comparison
BCSSX has a 1.12% expense ratio, which is higher than VISGX's 0.19% expense ratio.
Return for Risk
BCSSX vs. VISGX — Risk / Return Rank
BCSSX
VISGX
BCSSX vs. VISGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brown Capital Management Small Company Fund Institutional Shares (BCSSX) and Vanguard Small Cap Growth Index Fund (VISGX). 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.
| BCSSX | VISGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -1.06 | 0.62 | -1.69 |
Sortino ratioReturn per unit of downside risk | -1.27 | 1.03 | -2.30 |
Omega ratioGain probability vs. loss probability | 0.66 | 1.14 | -0.47 |
Calmar ratioReturn relative to maximum drawdown | -0.95 | 0.86 | -1.81 |
Martin ratioReturn relative to average drawdown | -2.00 | 3.47 | -5.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BCSSX | VISGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.06 | 0.62 | -1.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.50 | 0.07 | -0.57 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.07 | 0.43 | -0.50 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.09 | 0.36 | -0.27 |
Correlation
The correlation between BCSSX and VISGX is 0.89, 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.
Dividends
BCSSX vs. VISGX - Dividend Comparison
BCSSX has not paid dividends to shareholders, while VISGX's dividend yield for the trailing twelve months is around 0.42%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCSSX Brown Capital Management Small Company Fund Institutional Shares | 0.00% | 0.00% | 49.47% | 8.99% | 11.63% | 9.04% | 7.27% | 8.43% | 6.72% | 5.85% | 5.48% | 9.07% |
VISGX Vanguard Small Cap Growth Index Fund | 0.42% | 0.33% | 0.42% | 0.56% | 0.46% | 0.23% | 0.35% | 0.47% | 0.65% | 0.71% | 0.97% | 0.84% |
Drawdowns
BCSSX vs. VISGX - Drawdown Comparison
The maximum BCSSX drawdown since its inception was -76.82%, which is greater than VISGX's maximum drawdown of -58.74%. Use the drawdown chart below to compare losses from any high point for BCSSX and VISGX.
Loading graphics...
Drawdown Indicators
| BCSSX | VISGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.82% | -58.74% | -18.08% |
Max Drawdown (1Y)Largest decline over 1 year | -61.79% | -14.49% | -47.30% |
Max Drawdown (5Y)Largest decline over 5 years | -76.82% | -38.41% | -38.41% |
Max Drawdown (10Y)Largest decline over 10 years | -76.82% | -38.70% | -38.12% |
Current DrawdownCurrent decline from peak | -76.68% | -11.39% | -65.29% |
Average DrawdownAverage peak-to-trough decline | -15.91% | -11.67% | -4.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 29.32% | 3.60% | +25.72% |
Volatility
BCSSX vs. VISGX - Volatility Comparison
The current volatility for Brown Capital Management Small Company Fund Institutional Shares (BCSSX) is 6.47%, while Vanguard Small Cap Growth Index Fund (VISGX) has a volatility of 7.59%. This indicates that BCSSX experiences smaller price fluctuations and is considered to be less risky than VISGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BCSSX | VISGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.47% | 7.59% | -1.12% |
Volatility (6M)Calculated over the trailing 6-month period | 68.67% | 15.11% | +53.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 55.40% | 24.20% | +31.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 43.20% | 23.49% | +19.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.83% | 22.88% | +11.95% |