BRSVX vs. VSIAX
Compare and contrast key facts about Bridgeway Small Cap Value Fund (BRSVX) and Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX).
BRSVX is managed by Bridgeway. It was launched on Oct 31, 2003. VSIAX is managed by Vanguard. It was launched on Sep 27, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRSVX or VSIAX.
Correlation
The correlation between BRSVX and VSIAX is 0.95, 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
BRSVX vs. VSIAX - Performance Comparison
Key characteristics
BRSVX:
-0.31
VSIAX:
-0.05
BRSVX:
-0.29
VSIAX:
0.08
BRSVX:
0.96
VSIAX:
1.01
BRSVX:
-0.26
VSIAX:
-0.04
BRSVX:
-0.78
VSIAX:
-0.14
BRSVX:
9.37%
VSIAX:
6.80%
BRSVX:
23.71%
VSIAX:
20.96%
BRSVX:
-67.58%
VSIAX:
-45.39%
BRSVX:
-24.10%
VSIAX:
-19.26%
Returns By Period
In the year-to-date period, BRSVX achieves a -15.88% return, which is significantly lower than VSIAX's -12.04% return. Over the past 10 years, BRSVX has outperformed VSIAX with an annualized return of 7.67%, while VSIAX has yielded a comparatively lower 6.81% annualized return.
BRSVX
-15.88%
-7.24%
-18.88%
-7.70%
21.74%
7.67%
VSIAX
-12.04%
-7.40%
-14.49%
-1.21%
16.38%
6.81%
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BRSVX vs. VSIAX - Expense Ratio Comparison
BRSVX has a 0.83% expense ratio, which is higher than VSIAX's 0.07% expense ratio.
Risk-Adjusted Performance
BRSVX vs. VSIAX — Risk-Adjusted Performance Rank
BRSVX
VSIAX
BRSVX vs. VSIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridgeway Small Cap Value Fund (BRSVX) and Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX). 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
BRSVX vs. VSIAX - Dividend Comparison
BRSVX's dividend yield for the trailing twelve months is around 9.01%, more than VSIAX's 2.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRSVX Bridgeway Small Cap Value Fund | 9.01% | 7.58% | 2.64% | 0.96% | 4.55% | 0.84% | 2.38% | 21.58% | 0.87% | 0.97% | 1.96% | 0.74% |
VSIAX Vanguard Small-Cap Value Index Fund Admiral Shares | 2.44% | 1.98% | 2.12% | 2.03% | 1.75% | 1.68% | 2.06% | 2.35% | 1.79% | 1.77% | 1.99% | 1.77% |
Drawdowns
BRSVX vs. VSIAX - Drawdown Comparison
The maximum BRSVX drawdown since its inception was -67.58%, which is greater than VSIAX's maximum drawdown of -45.39%. Use the drawdown chart below to compare losses from any high point for BRSVX and VSIAX. For additional features, visit the drawdowns tool.
Volatility
BRSVX vs. VSIAX - Volatility Comparison
The current volatility for Bridgeway Small Cap Value Fund (BRSVX) is 12.58%, while Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX) has a volatility of 13.62%. This indicates that BRSVX experiences smaller price fluctuations and is considered to be less risky than VSIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.