BRAGX vs. VFINX
Compare and contrast key facts about Bridgeway Aggressive Investors 1 Fund (BRAGX) and Vanguard 500 Index Fund Investor Shares (VFINX).
BRAGX is managed by Bridgeway. It was launched on Aug 5, 1994. VFINX is managed by Vanguard.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRAGX or VFINX.
Key characteristics
| BRAGX | VFINX | |
|---|---|---|
| YTD Return | 12.52% | 7.33% |
| 1Y Return | 32.94% | 25.08% |
| 3Y Return (Ann) | 4.19% | 8.32% |
| 5Y Return (Ann) | 8.77% | 13.47% |
| 10Y Return (Ann) | 7.11% | 12.49% |
| Sharpe Ratio | 2.48 | 2.34 |
| Daily Std Dev | 13.90% | 11.78% |
| Max Drawdown | -67.04% | -55.25% |
| Current Drawdown | -3.56% | -2.91% |
Correlation
The correlation between BRAGX and VFINX is 0.84, 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
BRAGX vs. VFINX - Performance Comparison
In the year-to-date period, BRAGX achieves a 12.52% return, which is significantly higher than VFINX's 7.33% return. Over the past 10 years, BRAGX has underperformed VFINX with an annualized return of 7.11%, while VFINX has yielded a comparatively higher 12.49% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BRAGX vs. VFINX - Expense Ratio Comparison
BRAGX has a 0.39% expense ratio, which is higher than VFINX's 0.14% expense ratio.
Risk-Adjusted Performance
BRAGX vs. VFINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridgeway Aggressive Investors 1 Fund (BRAGX) and Vanguard 500 Index Fund Investor Shares (VFINX). 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
BRAGX vs. VFINX - Dividend Comparison
BRAGX's dividend yield for the trailing twelve months is around 0.78%, less than VFINX's 1.27% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRAGX Bridgeway Aggressive Investors 1 Fund | 0.78% | 0.88% | 1.46% | 9.11% | 1.01% | 1.30% | 11.62% | 0.00% | 0.56% | 0.05% | 0.20% | 0.69% |
VFINX Vanguard 500 Index Fund Investor Shares | 1.27% | 1.36% | 1.57% | 1.15% | 1.84% | 1.77% | 1.94% | 1.69% | 1.92% | 1.99% | 1.74% | 1.73% |
Drawdowns
BRAGX vs. VFINX - Drawdown Comparison
The maximum BRAGX drawdown since its inception was -67.04%, which is greater than VFINX's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for BRAGX and VFINX. For additional features, visit the drawdowns tool.
Volatility
BRAGX vs. VFINX - Volatility Comparison
Bridgeway Aggressive Investors 1 Fund (BRAGX) has a higher volatility of 4.88% compared to Vanguard 500 Index Fund Investor Shares (VFINX) at 3.64%. This indicates that BRAGX's price experiences larger fluctuations and is considered to be riskier than VFINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.