BREIX vs. VWINX
Compare and contrast key facts about Baron Real Estate Fund (BREIX) and Vanguard Wellesley Income Fund Investor Shares (VWINX).
BREIX is managed by Baron Capital Group, Inc.. It was launched on Dec 31, 2009. VWINX is managed by Vanguard. It was launched on Jul 1, 1970.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BREIX or VWINX.
Key characteristics
| BREIX | VWINX | |
|---|---|---|
| YTD Return | 19.05% | 8.20% |
| 1Y Return | 42.40% | 18.46% |
| 3Y Return (Ann) | 0.03% | -0.54% |
| 5Y Return (Ann) | 8.65% | 2.83% |
| 10Y Return (Ann) | 5.60% | 3.40% |
| Sharpe Ratio | 2.16 | 2.61 |
| Sortino Ratio | 3.01 | 4.03 |
| Omega Ratio | 1.37 | 1.55 |
| Calmar Ratio | 1.34 | 1.04 |
| Martin Ratio | 8.62 | 17.12 |
| Ulcer Index | 4.70% | 1.03% |
| Daily Std Dev | 18.77% | 6.72% |
| Max Drawdown | -42.73% | -24.01% |
| Current Drawdown | -0.70% | -1.59% |
Correlation
The correlation between BREIX and VWINX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BREIX vs. VWINX - Performance Comparison
In the year-to-date period, BREIX achieves a 19.05% return, which is significantly higher than VWINX's 8.20% return. Over the past 10 years, BREIX has outperformed VWINX with an annualized return of 5.60%, while VWINX has yielded a comparatively lower 3.40% 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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BREIX vs. VWINX - Expense Ratio Comparison
BREIX has a 1.05% expense ratio, which is higher than VWINX's 0.23% expense ratio.
Risk-Adjusted Performance
BREIX vs. VWINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Real Estate Fund (BREIX) and Vanguard Wellesley Income Fund Investor Shares (VWINX). 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
BREIX vs. VWINX - Dividend Comparison
BREIX's dividend yield for the trailing twelve months is around 0.37%, less than VWINX's 5.73% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BREIX Baron Real Estate Fund | 0.37% | 0.43% | 0.08% | 0.00% | 0.05% | 0.42% | 0.34% | 0.00% | 0.28% | 0.04% | 0.33% | 0.15% |
VWINX Vanguard Wellesley Income Fund Investor Shares | 5.73% | 5.71% | 3.17% | 2.48% | 2.65% | 2.90% | 3.30% | 2.85% | 2.94% | 3.11% | 3.16% | 3.05% |
Drawdowns
BREIX vs. VWINX - Drawdown Comparison
The maximum BREIX drawdown since its inception was -42.73%, which is greater than VWINX's maximum drawdown of -24.01%. Use the drawdown chart below to compare losses from any high point for BREIX and VWINX. For additional features, visit the drawdowns tool.
Volatility
BREIX vs. VWINX - Volatility Comparison
Baron Real Estate Fund (BREIX) has a higher volatility of 5.21% compared to Vanguard Wellesley Income Fund Investor Shares (VWINX) at 1.53%. This indicates that BREIX's price experiences larger fluctuations and is considered to be riskier than VWINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.