BGRAX vs. VFIFX
Compare and contrast key facts about BlackRock Global Equity Absolute Return Fund (BGRAX) and Vanguard Target Retirement 2050 Fund (VFIFX).
BGRAX is managed by Blackrock. It was launched on Dec 21, 2021. VFIFX is managed by Vanguard. It was launched on Jun 7, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BGRAX or VFIFX.
Correlation
The correlation between BGRAX and VFIFX is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BGRAX vs. VFIFX - Performance Comparison
Key characteristics
BGRAX:
0.79
VFIFX:
1.69
BGRAX:
1.20
VFIFX:
2.32
BGRAX:
1.14
VFIFX:
1.30
BGRAX:
0.93
VFIFX:
1.85
BGRAX:
1.88
VFIFX:
9.66
BGRAX:
2.97%
VFIFX:
1.88%
BGRAX:
7.05%
VFIFX:
10.76%
BGRAX:
-15.99%
VFIFX:
-51.68%
BGRAX:
-0.32%
VFIFX:
0.00%
Returns By Period
In the year-to-date period, BGRAX achieves a 3.12% return, which is significantly lower than VFIFX's 5.02% return.
BGRAX
3.12%
0.87%
3.81%
6.81%
N/A
N/A
VFIFX
5.02%
3.42%
6.99%
17.48%
7.32%
7.70%
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BGRAX vs. VFIFX - Expense Ratio Comparison
BGRAX has a 2.20% expense ratio, which is higher than VFIFX's 0.08% expense ratio.
Risk-Adjusted Performance
BGRAX vs. VFIFX — Risk-Adjusted Performance Rank
BGRAX
VFIFX
BGRAX vs. VFIFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Global Equity Absolute Return Fund (BGRAX) and Vanguard Target Retirement 2050 Fund (VFIFX). 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
BGRAX vs. VFIFX - Dividend Comparison
BGRAX has not paid dividends to shareholders, while VFIFX's dividend yield for the trailing twelve months is around 2.09%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGRAX BlackRock Global Equity Absolute Return Fund | 0.00% | 0.00% | 1.34% | 10.97% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VFIFX Vanguard Target Retirement 2050 Fund | 2.09% | 2.19% | 2.21% | 2.13% | 2.19% | 1.63% | 2.20% | 2.43% | 1.89% | 1.93% | 2.05% | 2.01% |
Drawdowns
BGRAX vs. VFIFX - Drawdown Comparison
The maximum BGRAX drawdown since its inception was -15.99%, smaller than the maximum VFIFX drawdown of -51.68%. Use the drawdown chart below to compare losses from any high point for BGRAX and VFIFX. For additional features, visit the drawdowns tool.
Volatility
BGRAX vs. VFIFX - Volatility Comparison
The current volatility for BlackRock Global Equity Absolute Return Fund (BGRAX) is 1.92%, while Vanguard Target Retirement 2050 Fund (VFIFX) has a volatility of 2.70%. This indicates that BGRAX experiences smaller price fluctuations and is considered to be less risky than VFIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.