BFOCX vs. MGK
Compare and contrast key facts about Berkshire Focus Fund (BFOCX) and Vanguard Mega Cap Growth ETF (MGK).
BFOCX is managed by Berkshire. It was launched on Jun 30, 1997. MGK is a passively managed fund by Vanguard that tracks the performance of the MSCI US Large Cap Growth Index. It was launched on Dec 17, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BFOCX or MGK.
Correlation
The correlation between BFOCX and MGK is 0.83, 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
BFOCX vs. MGK - Performance Comparison
Key characteristics
BFOCX:
1.68
MGK:
1.44
BFOCX:
2.19
MGK:
1.95
BFOCX:
1.28
MGK:
1.26
BFOCX:
1.12
MGK:
1.94
BFOCX:
8.90
MGK:
7.07
BFOCX:
6.61%
MGK:
3.71%
BFOCX:
34.98%
MGK:
18.26%
BFOCX:
-95.80%
MGK:
-48.36%
BFOCX:
-21.93%
MGK:
-1.58%
Returns By Period
In the year-to-date period, BFOCX achieves a 10.05% return, which is significantly higher than MGK's 2.42% return. Over the past 10 years, BFOCX has outperformed MGK with an annualized return of 23.12%, while MGK has yielded a comparatively lower 16.47% annualized return.
BFOCX
10.05%
7.15%
46.22%
55.01%
12.72%
23.12%
MGK
2.42%
3.37%
15.48%
25.69%
17.83%
16.47%
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BFOCX vs. MGK - Expense Ratio Comparison
BFOCX has a 1.94% expense ratio, which is higher than MGK's 0.07% expense ratio.
Risk-Adjusted Performance
BFOCX vs. MGK — Risk-Adjusted Performance Rank
BFOCX
MGK
BFOCX vs. MGK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Berkshire Focus Fund (BFOCX) and Vanguard Mega Cap Growth ETF (MGK). 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
BFOCX vs. MGK - Dividend Comparison
BFOCX has not paid dividends to shareholders, while MGK's dividend yield for the trailing twelve months is around 0.42%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFOCX Berkshire Focus Fund | 0.00% | 0.00% | 0.00% | 0.00% | 19.54% | 21.20% | 14.20% | 5.70% | 21.73% | 0.14% | 52.14% | 0.04% |
MGK Vanguard Mega Cap Growth ETF | 0.42% | 0.43% | 0.50% | 0.70% | 0.41% | 0.65% | 0.85% | 1.12% | 1.23% | 1.53% | 1.43% | 1.25% |
Drawdowns
BFOCX vs. MGK - Drawdown Comparison
The maximum BFOCX drawdown since its inception was -95.80%, which is greater than MGK's maximum drawdown of -48.36%. Use the drawdown chart below to compare losses from any high point for BFOCX and MGK. For additional features, visit the drawdowns tool.
Volatility
BFOCX vs. MGK - Volatility Comparison
Berkshire Focus Fund (BFOCX) has a higher volatility of 12.08% compared to Vanguard Mega Cap Growth ETF (MGK) at 5.75%. This indicates that BFOCX's price experiences larger fluctuations and is considered to be riskier than MGK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.