EKSAX vs. BRUFX
EKSAX (Allspring Diversified Income Builder Fund) and BRUFX (Bruce Fund) are both Diversified Portfolio funds. Over the past 10 years, EKSAX returned 5.96%/yr vs 7.56%/yr for BRUFX. Their 0.42 correlation means their historical movements had little consistent relationship. EKSAX charges 0.85%/yr vs 0.68%/yr for BRUFX.
Performance
EKSAX vs. BRUFX - Performance Comparison
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Returns By Period
In the year-to-date period, EKSAX achieves a 4.09% return, which is significantly lower than BRUFX's 16.02% return. Over the past 10 years, EKSAX has underperformed BRUFX with an annualized return of 5.96%, while BRUFX has yielded a comparatively higher 7.56% annualized return.
EKSAX
- 1D
- 1.05%
- 1M
- -1.46%
- 6M
- 2.12%
- YTD
- 4.09%
- 1Y
- 11.25%
- 3Y*
- 11.53%
- 5Y*
- 5.34%
- 10Y*
- 5.96%
- ALL TIME*
- 5.46%
BRUFX
- 1D
- -0.39%
- 1M
- 0.09%
- 6M
- 11.25%
- YTD
- 16.02%
- 1Y
- 29.17%
- 3Y*
- 12.15%
- 5Y*
- 5.98%
- 10Y*
- 7.56%
- ALL TIME*
- 9.51%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
BRUFX Bruce Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
EKSAX vs. BRUFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EKSAX Allspring Diversified Income Builder Fund | 4.09% | 14.61% | 11.50% | 13.35% | -16.12% | 7.96% | 4.56% | 16.15% | -5.26% | 9.44% |
BRUFX Bruce Fund | 16.02% | 14.89% | 4.45% | -0.74% | -8.80% | 17.35% | 12.06% | 22.42% | -3.99% | 12.48% |
Correlation
The correlation between EKSAX and BRUFX is 0.42, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.42 |
Correlation (3Y) Balances recent behavior with more history. | 0.46 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.55 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.58 |
Correlation (All Time) Calculated using the full available price history since Apr 14, 1987 | 0.42 |
The correlation between EKSAX and BRUFX shifts across timeframes, from 0.42 (1 year) to 0.58 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
EKSAX vs. BRUFX — Risk / Return Rank
EKSAX
BRUFX
EKSAX vs. BRUFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Diversified Income Builder Fund (EKSAX) and Bruce Fund (BRUFX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EKSAX | BRUFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.27 | ||
| Sortino ratioReturn per unit of downside risk | -1.83 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.49 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | 2.12 | 3.78 | -1.66 |
| Martin ratioReturn relative to average drawdown | 7.51 | 17.01 | -9.50 |
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Drawdowns
EKSAX vs. BRUFX - Drawdown Comparison
The maximum EKSAX drawdown since its inception was -40.54%, smaller than the maximum BRUFX drawdown of -44.50%. Use the drawdown chart below to compare losses from any high point for EKSAX and BRUFX.
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Drawdown Indicators
| EKSAX | BRUFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.54% | -44.50% | +3.96% |
Max Drawdown (1Y)Largest decline over 1 year | -5.01% | -7.67% | +2.66% |
Max Drawdown (3Y)Largest decline over 3 years | -6.15% | -9.66% | +3.51% |
Max Drawdown (5Y)Largest decline over 5 years | -19.91% | -17.91% | -2.00% |
Max Drawdown (10Y)Largest decline over 10 years | -22.54% | -25.44% | +2.90% |
Current DrawdownCurrent decline from peak | -2.50% | -1.71% | -0.79% |
Average DrawdownAverage peak-to-trough decline | -4.83% | -9.04% | +4.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.41% | 1.70% | -0.29% |
Volatility
EKSAX vs. BRUFX - Volatility Comparison
Allspring Diversified Income Builder Fund (EKSAX) and Bruce Fund (BRUFX) have volatilities of 2.54% and 2.42%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EKSAX | BRUFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.54% | 2.42% | +0.12% |
Volatility (6M)Calculated over the trailing 6-month period | 5.76% | 8.50% | -2.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.24% | 10.65% | -3.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.36% | 10.58% | -3.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.44% | 11.65% | -4.21% |
EKSAX vs. BRUFX - Expense Ratio Comparison
EKSAX has a 0.85% expense ratio, which is higher than BRUFX's 0.68% expense ratio.
Dividends
EKSAX vs. BRUFX - Dividend Comparison
EKSAX's dividend yield for the trailing twelve months is around 4.00%, less than BRUFX's 5.48% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRUFX Bruce Fund | 5.48% | 6.35% | 5.01% | 6.46% | 13.31% | 9.25% | 5.83% | 2.03% | 2.49% | 4.11% | 6.26% | 4.63% |
EKSAX Allspring Diversified Income Builder Fund | 4.00% | 4.58% | 5.42% | 5.05% | 3.61% | 3.40% | 2.96% | 3.97% | 8.78% | 4.84% | 4.35% | 7.40% |
Frequently Asked Questions
EKSAX and BRUFX have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EKSAX has higher volatility (2.54%) compared to BRUFX (2.42%). In terms of maximum drawdown, EKSAX dropped -40.54% vs BRUFX's -44.50%.
BRUFX currently has the higher Sharpe Ratio (2.73 vs 1.46), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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