BRIIX vs. VGSLX
Compare and contrast key facts about Baron Real Estate Income Fund (BRIIX) and Vanguard Real Estate Index Fund Admiral Shares (VGSLX).
BRIIX is managed by Baron Capital Group, Inc.. It was launched on Dec 29, 2017. VGSLX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRIIX or VGSLX.
Key characteristics
BRIIX | VGSLX | |
---|---|---|
YTD Return | -5.66% | -8.97% |
1Y Return | 5.40% | 2.22% |
3Y Return (Ann) | -3.51% | -3.51% |
5Y Return (Ann) | 7.12% | 1.80% |
Sharpe Ratio | 0.23 | 0.03 |
Daily Std Dev | 17.45% | 18.91% |
Max Drawdown | -37.06% | -73.05% |
Current Drawdown | -20.98% | -24.90% |
Correlation
The correlation between BRIIX and VGSLX is 0.93, 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
BRIIX vs. VGSLX - Performance Comparison
In the year-to-date period, BRIIX achieves a -5.66% return, which is significantly higher than VGSLX's -8.97% 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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BRIIX vs. VGSLX - Expense Ratio Comparison
BRIIX has a 1.08% expense ratio, which is higher than VGSLX's 0.12% expense ratio.
Risk-Adjusted Performance
BRIIX vs. VGSLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Real Estate Income Fund (BRIIX) and Vanguard Real Estate Index Fund Admiral Shares (VGSLX). 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
BRIIX vs. VGSLX - Dividend Comparison
BRIIX's dividend yield for the trailing twelve months is around 2.06%, less than VGSLX's 4.33% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Baron Real Estate Income Fund | 2.06% | 1.94% | 2.00% | 1.42% | 0.77% | 1.12% | 3.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Vanguard Real Estate Index Fund Admiral Shares | 4.33% | 3.96% | 3.91% | 2.56% | 3.92% | 3.39% | 4.73% | 4.23% | 4.82% | 3.92% | 3.60% | 4.32% |
Drawdowns
BRIIX vs. VGSLX - Drawdown Comparison
The maximum BRIIX drawdown since its inception was -37.06%, smaller than the maximum VGSLX drawdown of -73.05%. Use the drawdown chart below to compare losses from any high point for BRIIX and VGSLX. For additional features, visit the drawdowns tool.
Volatility
BRIIX vs. VGSLX - Volatility Comparison
The current volatility for Baron Real Estate Income Fund (BRIIX) is 5.44%, while Vanguard Real Estate Index Fund Admiral Shares (VGSLX) has a volatility of 5.87%. This indicates that BRIIX experiences smaller price fluctuations and is considered to be less risky than VGSLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.