BRMKX vs. WFSPX

The year-to-date returns for both stocks are quite close, with BRMKX having a -0.81% return and WFSPX slightly lower at -0.82%. Over the past 10 years, BRMKX has underperformed WFSPX with an annualized return of 5.54%, while WFSPX has yielded a comparatively higher 12.60% annualized return.

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BRMKX has a 0.06% expense ratio, which is higher than WFSPX's 0.03% 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 Mid-Cap Index Fund (BRMKX) and iShares S&P 500 Index Fund (WFSPX). 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 BRMKX Sharpe Ratio is 0.19, which is lower than the WFSPX Sharpe Ratio of 0.59. The chart below compares the historical Sharpe Ratios of BRMKX and WFSPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BRMKX's dividend yield for the trailing twelve months is around 6.53%, more than WFSPX's 1.40% yield.

The maximum BRMKX drawdown since its inception was -40.20%, smaller than the maximum WFSPX drawdown of -89.72%. Use the drawdown chart below to compare losses from any high point for BRMKX and WFSPX.

iShares Russell Mid-Cap Index Fund (BRMKX) has a higher volatility of 5.04% compared to iShares S&P 500 Index Fund (WFSPX) at 4.37%. This indicates that BRMKX's price experiences larger fluctuations and is considered to be riskier than WFSPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.