BRUFX vs. VTMFX
Compare and contrast key facts about Bruce Fund (BRUFX) and Vanguard Tax-Managed Balanced Fund Admiral Shares (VTMFX).
BRUFX is managed by The Bruce Fund. It was launched on Mar 20, 1968. VTMFX is managed by Blackrock. It was launched on Sep 6, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRUFX or VTMFX.
Correlation
The correlation between BRUFX and VTMFX is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BRUFX vs. VTMFX - Performance Comparison
Key characteristics
BRUFX:
0.16
VTMFX:
0.62
BRUFX:
0.29
VTMFX:
0.92
BRUFX:
1.04
VTMFX:
1.13
BRUFX:
0.07
VTMFX:
0.54
BRUFX:
0.51
VTMFX:
2.24
BRUFX:
3.80%
VTMFX:
2.54%
BRUFX:
11.98%
VTMFX:
9.13%
BRUFX:
-44.06%
VTMFX:
-28.49%
BRUFX:
-23.22%
VTMFX:
-5.72%
Returns By Period
In the year-to-date period, BRUFX achieves a 1.17% return, which is significantly higher than VTMFX's -3.21% return. Over the past 10 years, BRUFX has underperformed VTMFX with an annualized return of 1.91%, while VTMFX has yielded a comparatively higher 6.91% annualized return.
BRUFX
1.17%
-1.17%
-3.25%
2.25%
0.67%
1.91%
VTMFX
-3.21%
-1.78%
-2.31%
6.09%
8.41%
6.91%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BRUFX vs. VTMFX - Expense Ratio Comparison
BRUFX has a 0.68% expense ratio, which is higher than VTMFX's 0.09% expense ratio.
Risk-Adjusted Performance
BRUFX vs. VTMFX — Risk-Adjusted Performance Rank
BRUFX
VTMFX
BRUFX vs. VTMFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bruce Fund (BRUFX) and Vanguard Tax-Managed Balanced Fund Admiral Shares (VTMFX). 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
BRUFX vs. VTMFX - Dividend Comparison
BRUFX's dividend yield for the trailing twelve months is around 2.93%, more than VTMFX's 2.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRUFX Bruce Fund | 2.93% | 2.97% | 3.14% | 2.43% | 1.45% | 2.17% | 2.03% | 2.49% | 2.23% | 2.07% | 1.70% | 1.74% |
VTMFX Vanguard Tax-Managed Balanced Fund Admiral Shares | 2.25% | 2.08% | 1.94% | 1.85% | 1.38% | 1.73% | 2.06% | 2.22% | 2.00% | 2.13% | 2.06% | 2.00% |
Drawdowns
BRUFX vs. VTMFX - Drawdown Comparison
The maximum BRUFX drawdown since its inception was -44.06%, which is greater than VTMFX's maximum drawdown of -28.49%. Use the drawdown chart below to compare losses from any high point for BRUFX and VTMFX. For additional features, visit the drawdowns tool.
Volatility
BRUFX vs. VTMFX - Volatility Comparison
Bruce Fund (BRUFX) has a higher volatility of 7.76% compared to Vanguard Tax-Managed Balanced Fund Admiral Shares (VTMFX) at 6.21%. This indicates that BRUFX's price experiences larger fluctuations and is considered to be riskier than VTMFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.