BIREX vs. VGSLX
Compare and contrast key facts about BlackRock Real Estate Securities Fund (BIREX) and Vanguard Real Estate Index Fund Admiral Shares (VGSLX).
BIREX is managed by Blackrock. It was launched on Sep 28, 2012. VGSLX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BIREX or VGSLX.
Correlation
The correlation between BIREX and VGSLX is 0.98, 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
BIREX vs. VGSLX - Performance Comparison
Key characteristics
BIREX:
0.69
VGSLX:
0.79
BIREX:
1.03
VGSLX:
1.17
BIREX:
1.14
VGSLX:
1.16
BIREX:
0.46
VGSLX:
0.58
BIREX:
2.14
VGSLX:
2.77
BIREX:
5.70%
VGSLX:
5.22%
BIREX:
17.61%
VGSLX:
18.23%
BIREX:
-41.92%
VGSLX:
-74.07%
BIREX:
-17.73%
VGSLX:
-14.76%
Returns By Period
In the year-to-date period, BIREX achieves a -2.29% return, which is significantly lower than VGSLX's -1.52% return. Over the past 10 years, BIREX has underperformed VGSLX with an annualized return of 3.20%, while VGSLX has yielded a comparatively higher 4.62% annualized return.
BIREX
-2.29%
-4.23%
-9.83%
10.18%
8.30%
3.20%
VGSLX
-1.52%
-4.25%
-8.16%
12.46%
7.67%
4.62%
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BIREX vs. VGSLX - Expense Ratio Comparison
BIREX has a 0.75% expense ratio, which is higher than VGSLX's 0.12% expense ratio.
Risk-Adjusted Performance
BIREX vs. VGSLX — Risk-Adjusted Performance Rank
BIREX
VGSLX
BIREX vs. VGSLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Real Estate Securities Fund (BIREX) and Vanguard Real Estate Index Fund Admiral Shares (VGSLX). 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
BIREX vs. VGSLX - Dividend Comparison
BIREX's dividend yield for the trailing twelve months is around 2.32%, less than VGSLX's 4.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIREX BlackRock Real Estate Securities Fund | 2.32% | 2.88% | 2.87% | 2.88% | 1.63% | 2.72% | 1.64% | 3.08% | 1.84% | 1.63% | 1.62% | 1.33% |
VGSLX Vanguard Real Estate Index Fund Admiral Shares | 4.18% | 3.85% | 3.96% | 3.91% | 2.56% | 3.92% | 3.39% | 4.73% | 4.23% | 4.82% | 3.92% | 3.60% |
Drawdowns
BIREX vs. VGSLX - Drawdown Comparison
The maximum BIREX drawdown since its inception was -41.92%, smaller than the maximum VGSLX drawdown of -74.07%. Use the drawdown chart below to compare losses from any high point for BIREX and VGSLX. For additional features, visit the drawdowns tool.
Volatility
BIREX vs. VGSLX - Volatility Comparison
The current volatility for BlackRock Real Estate Securities Fund (BIREX) is 9.81%, while Vanguard Real Estate Index Fund Admiral Shares (VGSLX) has a volatility of 10.45%. This indicates that BIREX experiences smaller price fluctuations and is considered to be less risky than VGSLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.