BRUFX vs. VWINX
Compare and contrast key facts about Bruce Fund (BRUFX) and Vanguard Wellesley Income Fund Investor Shares (VWINX).
BRUFX is managed by The Bruce Fund. It was launched on Mar 20, 1968. VWINX is managed by Vanguard. It was launched on Jul 1, 1970.
Performance
BRUFX vs. VWINX - Performance Comparison
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BRUFX vs. VWINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRUFX Bruce Fund | 7.60% | 14.89% | 4.45% | -0.74% | -8.80% | 17.35% | 12.06% | 22.42% | -3.99% | 12.48% |
VWINX Vanguard Wellesley Income Fund Investor Shares | 0.26% | 10.98% | 5.86% | 6.99% | -9.09% | 8.48% | 8.44% | 16.39% | -2.54% | 9.29% |
Returns By Period
In the year-to-date period, BRUFX achieves a 7.60% return, which is significantly higher than VWINX's 0.26% return. Over the past 10 years, BRUFX has outperformed VWINX with an annualized return of 7.50%, while VWINX has yielded a comparatively lower 5.67% annualized return.
BRUFX
- 1D
- 1.92%
- 1M
- -3.00%
- YTD
- 7.60%
- 6M
- 9.99%
- 1Y
- 19.80%
- 3Y*
- 9.39%
- 5Y*
- 5.09%
- 10Y*
- 7.50%
VWINX
- 1D
- 0.72%
- 1M
- -2.79%
- YTD
- 0.26%
- 6M
- 1.91%
- 1Y
- 8.13%
- 3Y*
- 7.55%
- 5Y*
- 4.12%
- 10Y*
- 5.67%
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BRUFX vs. VWINX - Expense Ratio Comparison
BRUFX has a 0.68% expense ratio, which is higher than VWINX's 0.23% expense ratio.
Return for Risk
BRUFX vs. VWINX — Risk / Return Rank
BRUFX
VWINX
BRUFX vs. VWINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bruce Fund (BRUFX) and Vanguard Wellesley Income Fund Investor Shares (VWINX). 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.
| BRUFX | VWINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.56 | 1.23 | +0.34 |
Sortino ratioReturn per unit of downside risk | 2.12 | 1.73 | +0.39 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.24 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.44 | 1.73 | +0.71 |
Martin ratioReturn relative to average drawdown | 10.11 | 6.81 | +3.29 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BRUFX | VWINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.56 | 1.23 | +0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.60 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.82 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 1.08 | -0.41 |
Correlation
The correlation between BRUFX and VWINX is 0.59, 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.
Dividends
BRUFX vs. VWINX - Dividend Comparison
BRUFX's dividend yield for the trailing twelve months is around 5.90%, less than VWINX's 7.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRUFX Bruce Fund | 5.90% | 6.35% | 5.01% | 6.46% | 13.31% | 9.25% | 5.83% | 2.03% | 2.49% | 4.11% | 6.26% | 4.63% |
VWINX Vanguard Wellesley Income Fund Investor Shares | 7.93% | 7.86% | 6.61% | 4.73% | 7.67% | 6.03% | 4.30% | 3.94% | 7.56% | 3.20% | 4.00% | 5.60% |
Drawdowns
BRUFX vs. VWINX - Drawdown Comparison
The maximum BRUFX drawdown since its inception was -44.50%, which is greater than VWINX's maximum drawdown of -21.72%. Use the drawdown chart below to compare losses from any high point for BRUFX and VWINX.
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Drawdown Indicators
| BRUFX | VWINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.50% | -21.72% | -22.78% |
Max Drawdown (1Y)Largest decline over 1 year | -8.25% | -5.01% | -3.24% |
Max Drawdown (5Y)Largest decline over 5 years | -17.91% | -15.30% | -2.61% |
Max Drawdown (10Y)Largest decline over 10 years | -25.44% | -17.43% | -8.01% |
Current DrawdownCurrent decline from peak | -3.00% | -3.13% | +0.13% |
Average DrawdownAverage peak-to-trough decline | -9.10% | -2.64% | -6.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.01% | 1.27% | +0.74% |
Volatility
BRUFX vs. VWINX - Volatility Comparison
Bruce Fund (BRUFX) has a higher volatility of 4.98% compared to Vanguard Wellesley Income Fund Investor Shares (VWINX) at 2.25%. This indicates that BRUFX's price experiences larger fluctuations and is considered to be riskier than VWINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRUFX | VWINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.98% | 2.25% | +2.73% |
Volatility (6M)Calculated over the trailing 6-month period | 7.93% | 3.74% | +4.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.59% | 6.70% | +5.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.43% | 6.96% | +3.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.52% | 6.90% | +4.62% |