Correlation
The correlation between BIMPX and VGSTX is 0.87, 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.
BIMPX vs. VGSTX
Compare and contrast key facts about BlackRock 40/60 Target Allocation Fund (BIMPX) and Vanguard STAR Fund (VGSTX).
BIMPX is managed by Blackrock. It was launched on Dec 20, 2006. VGSTX is managed by Vanguard. It was launched on Mar 29, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BIMPX or VGSTX.
Performance
BIMPX vs. VGSTX - Performance Comparison
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Key characteristics
BIMPX:
1.01
VGSTX:
0.73
BIMPX:
1.39
VGSTX:
1.00
BIMPX:
1.19
VGSTX:
1.14
BIMPX:
1.05
VGSTX:
0.67
BIMPX:
4.31
VGSTX:
2.76
BIMPX:
1.99%
VGSTX:
2.85%
BIMPX:
9.23%
VGSTX:
11.98%
BIMPX:
-41.30%
VGSTX:
-38.62%
BIMPX:
0.00%
VGSTX:
-0.77%
Returns By Period
In the year-to-date period, BIMPX achieves a 3.29% return, which is significantly lower than VGSTX's 3.71% return. Over the past 10 years, BIMPX has underperformed VGSTX with an annualized return of 3.30%, while VGSTX has yielded a comparatively higher 7.35% annualized return.
BIMPX
3.29%
2.73%
1.63%
9.29%
5.83%
4.31%
3.30%
VGSTX
3.71%
3.67%
0.70%
8.72%
7.75%
7.97%
7.35%
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BIMPX vs. VGSTX - Expense Ratio Comparison
BIMPX has a 0.11% expense ratio, which is lower than VGSTX's 0.31% expense ratio.
Risk-Adjusted Performance
BIMPX vs. VGSTX — Risk-Adjusted Performance Rank
BIMPX
VGSTX
BIMPX vs. VGSTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock 40/60 Target Allocation Fund (BIMPX) and Vanguard STAR Fund (VGSTX). 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.
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Dividends
BIMPX vs. VGSTX - Dividend Comparison
BIMPX's dividend yield for the trailing twelve months is around 3.32%, less than VGSTX's 6.32% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIMPX BlackRock 40/60 Target Allocation Fund | 3.32% | 3.42% | 2.97% | 3.05% | 6.35% | 4.54% | 2.66% | 7.95% | 2.50% | 1.84% | 9.77% | 11.44% |
VGSTX Vanguard STAR Fund | 6.32% | 6.55% | 5.34% | 8.34% | 6.70% | 6.68% | 6.07% | 6.90% | 4.51% | 4.77% | 5.62% | 4.18% |
Drawdowns
BIMPX vs. VGSTX - Drawdown Comparison
The maximum BIMPX drawdown since its inception was -41.30%, which is greater than VGSTX's maximum drawdown of -38.62%. Use the drawdown chart below to compare losses from any high point for BIMPX and VGSTX.
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Volatility
BIMPX vs. VGSTX - Volatility Comparison
The current volatility for BlackRock 40/60 Target Allocation Fund (BIMPX) is 1.99%, while Vanguard STAR Fund (VGSTX) has a volatility of 2.83%. This indicates that BIMPX experiences smaller price fluctuations and is considered to be less risky than VGSTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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