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.
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.
Performance
BQMGX vs. VINIX - Performance Comparison
Loading data...
Key characteristics
BQMGX:
0.38
VINIX:
0.73
BQMGX:
0.60
VINIX:
1.04
BQMGX:
1.08
VINIX:
1.15
BQMGX:
0.29
VINIX:
0.69
BQMGX:
0.91
VINIX:
2.61
BQMGX:
5.86%
VINIX:
4.93%
BQMGX:
16.27%
VINIX:
19.77%
BQMGX:
-36.05%
VINIX:
-55.19%
BQMGX:
-6.51%
VINIX:
-3.42%
Returns By Period
In the year-to-date period, BQMGX achieves a -0.98% return, which is significantly lower than VINIX's 1.05% return. Over the past 10 years, BQMGX has underperformed VINIX with an annualized return of 9.55%, while VINIX has yielded a comparatively higher 12.81% annualized return.
BQMGX
-0.98%
3.75%
-6.38%
5.27%
7.77%
9.51%
9.55%
VINIX
1.05%
5.62%
-1.38%
13.46%
14.36%
15.90%
12.81%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 Rank
BQMGX
VINIX
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.
Loading data...
Dividends
BQMGX vs. VINIX - Dividend Comparison
BQMGX's dividend yield for the trailing twelve months is around 6.31%, more than VINIX's 2.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BQMGX Bright Rock Mid Cap Growth Fund | 6.31% | 6.24% | 0.00% | 5.90% | 8.05% | 5.27% | 3.50% | 0.00% | 0.08% | 1.14% | 5.80% | 8.92% |
VINIX Vanguard Institutional Index Fund Institutional Shares | 2.53% | 2.58% | 2.97% | 3.38% | 4.77% | 3.06% | 2.85% | 2.43% | 1.82% | 2.36% | 2.45% | 1.88% |
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.
Loading data...
Volatility
BQMGX vs. VINIX - Volatility Comparison
The current volatility for Bright Rock Mid Cap Growth Fund (BQMGX) is 4.22%, while Vanguard Institutional Index Fund Institutional Shares (VINIX) has a volatility of 4.77%. This indicates that BQMGX 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.
Loading data...