BIGRX vs. VINIX
Compare and contrast key facts about American Century Disciplined Core Value Fund (BIGRX) and Vanguard Institutional Index Fund Institutional Shares (VINIX).
BIGRX is managed by American Century Investments. It was launched on Dec 17, 1990. VINIX is managed by Vanguard. It was launched on Jul 31, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BIGRX or VINIX.
Performance
BIGRX vs. VINIX - Performance Comparison
Returns By Period
In the year-to-date period, BIGRX achieves a 17.47% return, which is significantly lower than VINIX's 25.53% return. Over the past 10 years, BIGRX has underperformed VINIX with an annualized return of 1.35%, while VINIX has yielded a comparatively higher 13.15% annualized return.
BIGRX
17.47%
0.90%
8.13%
25.52%
1.42%
1.35%
VINIX
25.53%
1.18%
12.21%
32.16%
15.57%
13.15%
Key characteristics
| BIGRX | VINIX | |
|---|---|---|
| Sharpe Ratio | 2.27 | 2.61 |
| Sortino Ratio | 3.21 | 3.49 |
| Omega Ratio | 1.40 | 1.48 |
| Calmar Ratio | 0.83 | 3.77 |
| Martin Ratio | 12.12 | 16.97 |
| Ulcer Index | 2.08% | 1.88% |
| Daily Std Dev | 11.10% | 12.24% |
| Max Drawdown | -61.39% | -55.19% |
| Current Drawdown | -12.41% | -1.35% |
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BIGRX vs. VINIX - Expense Ratio Comparison
BIGRX has a 0.65% expense ratio, which is higher than VINIX's 0.04% expense ratio.
Correlation
The correlation between BIGRX and VINIX is 0.95, 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.
Risk-Adjusted Performance
BIGRX vs. VINIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Disciplined Core Value Fund (BIGRX) and Vanguard Institutional Index Fund Institutional Shares (VINIX). 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
BIGRX vs. VINIX - Dividend Comparison
BIGRX's dividend yield for the trailing twelve months is around 1.26%, which matches VINIX's 1.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIGRX American Century Disciplined Core Value Fund | 1.26% | 1.55% | 2.22% | 1.27% | 1.94% | 1.97% | 2.22% | 2.34% | 2.27% | 2.38% | 2.07% | 2.02% |
VINIX Vanguard Institutional Index Fund Institutional Shares | 1.26% | 1.47% | 1.74% | 1.28% | 1.59% | 1.91% | 2.13% | 1.82% | 2.07% | 2.45% | 1.88% | 1.85% |
Drawdowns
BIGRX vs. VINIX - Drawdown Comparison
The maximum BIGRX drawdown since its inception was -61.39%, which is greater than VINIX's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for BIGRX and VINIX. For additional features, visit the drawdowns tool.
Volatility
BIGRX vs. VINIX - Volatility Comparison
The current volatility for American Century Disciplined Core Value Fund (BIGRX) is 3.59%, while Vanguard Institutional Index Fund Institutional Shares (VINIX) has a volatility of 4.06%. This indicates that BIGRX experiences smaller price fluctuations and is considered to be less risky than VINIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.