BRGNX vs. VIEIX

In the year-to-date period, BRGNX achieves a -0.90% return, which is significantly higher than VIEIX's -4.52% return. Over the past 10 years, BRGNX has outperformed VIEIX with an annualized return of 12.27%, while VIEIX has yielded a comparatively lower 8.40% annualized return.

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BRGNX has a 0.12% expense ratio, which is higher than VIEIX's 0.05% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for iShares Russell 1000 Large-Cap Index Fund (BRGNX) and Vanguard Extended Market Index Fund Institutional Shares (VIEIX). 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.

The current BRGNX Sharpe Ratio is 0.59, which is higher than the VIEIX Sharpe Ratio of 0.32. The chart below compares the historical Sharpe Ratios of BRGNX and VIEIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BRGNX's dividend yield for the trailing twelve months is around 1.35%, more than VIEIX's 1.24% yield.

The maximum BRGNX drawdown since its inception was -34.59%, smaller than the maximum VIEIX drawdown of -58.03%. Use the drawdown chart below to compare losses from any high point for BRGNX and VIEIX.

The current volatility for iShares Russell 1000 Large-Cap Index Fund (BRGNX) is 4.40%, while Vanguard Extended Market Index Fund Institutional Shares (VIEIX) has a volatility of 5.75%. This indicates that BRGNX experiences smaller price fluctuations and is considered to be less risky than VIEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.