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BREIX vs. VWINX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

BREIX vs. VWINX

Last updated May 12, 2025

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.

Correlation

The correlation between BREIX and VWINX is 0.31, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Performance

BREIX vs. VWINX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Baron Real Estate Fund (BREIX) and Vanguard Wellesley Income Fund Investor Shares (VWINX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

BREIX

YTD

-6.54%

1M

8.09%

6M

-11.72%

1Y

3.60%

5Y*

9.74%

10Y*

3.54%

VWINX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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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.

BREIX
Baron Real Estate Fund
VWINX
Vanguard Wellesley Income Fund Investor Shares

Risk-Adjusted Performance

BREIX vs. VWINX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BREIX
The Risk-Adjusted Performance Rank of BREIX is 3636
Overall Rank
The Sharpe Ratio Rank of BREIX is 3535
Sharpe Ratio Rank
The Sortino Ratio Rank of BREIX is 3737
Sortino Ratio Rank
The Omega Ratio Rank of BREIX is 3434
Omega Ratio Rank
The Calmar Ratio Rank of BREIX is 3838
Calmar Ratio Rank
The Martin Ratio Rank of BREIX is 3434
Martin Ratio Rank
VWINX
The Risk-Adjusted Performance Rank of VWINX is 8181
Overall Rank
The Sharpe Ratio Rank of VWINX is 7777
Sharpe Ratio Rank
The Sortino Ratio Rank of VWINX is 7878
Sortino Ratio Rank
The Omega Ratio Rank of VWINX is 7979
Omega Ratio Rank
The Calmar Ratio Rank of VWINX is 8888
Calmar Ratio Rank
The Martin Ratio Rank of VWINX is 8484
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.

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Dividends

BREIX vs. VWINX - Dividend Comparison

BREIX's dividend yield for the trailing twelve months is around 0.43%, while VWINX has not paid dividends to shareholders.

TTM20242023202220212020201920182017201620152014
BREIX
Baron Real Estate Fund		0.43%0.40%0.43%0.08%0.00%0.05%0.42%0.34%0.00%0.28%0.04%0.33%
VWINX
Vanguard Wellesley Income Fund Investor Shares		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

BREIX vs. VWINX - Drawdown Comparison

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Volatility

BREIX vs. VWINX - Volatility Comparison

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