BQMGX vs. VINIX
Compare and contrast key facts about Bright Rock Mid Cap Growth Fund (BQMGX) and Vanguard Institutional Index Fund Institutional Shares (VINIX).
BQMGX is managed by Bright Rock. It was launched on May 26, 2010. 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: BQMGX or VINIX.
Correlation
The correlation between BQMGX and VINIX is 0.89, 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
BQMGX vs. VINIX - Performance Comparison
Key characteristics
BQMGX:
0.73
VINIX:
2.20
BQMGX:
1.01
VINIX:
2.93
BQMGX:
1.14
VINIX:
1.41
BQMGX:
0.44
VINIX:
3.26
BQMGX:
3.65
VINIX:
14.38
BQMGX:
2.67%
VINIX:
1.92%
BQMGX:
13.41%
VINIX:
12.53%
BQMGX:
-36.05%
VINIX:
-55.19%
BQMGX:
-12.88%
VINIX:
-1.85%
Returns By Period
In the year-to-date period, BQMGX achieves a 9.05% return, which is significantly lower than VINIX's 26.90% return. Over the past 10 years, BQMGX has underperformed VINIX with an annualized return of 6.48%, while VINIX has yielded a comparatively higher 13.12% annualized return.
BQMGX
9.05%
-9.25%
0.93%
9.24%
3.97%
6.48%
VINIX
26.90%
0.19%
10.36%
27.34%
14.94%
13.12%
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BQMGX vs. VINIX - Expense Ratio Comparison
BQMGX has a 1.07% expense ratio, which is higher than VINIX's 0.04% expense ratio.
Risk-Adjusted Performance
BQMGX vs. VINIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bright Rock Mid Cap Growth Fund (BQMGX) 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
BQMGX vs. VINIX - Dividend Comparison
BQMGX has not paid dividends to shareholders, while VINIX's dividend yield for the trailing twelve months is around 1.24%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BQMGX Bright Rock Mid Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.11% | 0.00% | 0.08% | 0.06% | 0.00% | 0.00% | 0.00% |
VINIX Vanguard Institutional Index Fund Institutional Shares | 1.24% | 1.47% | 1.74% | 1.28% | 1.59% | 1.91% | 2.13% | 1.82% | 2.07% | 2.45% | 1.88% | 1.85% |
Drawdowns
BQMGX vs. VINIX - Drawdown Comparison
The maximum BQMGX drawdown since its inception was -36.05%, smaller than the maximum VINIX drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for BQMGX and VINIX. For additional features, visit the drawdowns tool.
Volatility
BQMGX vs. VINIX - Volatility Comparison
Bright Rock Mid Cap Growth Fund (BQMGX) has a higher volatility of 7.08% compared to Vanguard Institutional Index Fund Institutional Shares (VINIX) at 3.82%. This indicates that BQMGX's price experiences larger fluctuations and is considered to be riskier than VINIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.