Correlation
The correlation between GCBLX and VFIAX is 0.89, 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.
GCBLX vs. VFIAX
Compare and contrast key facts about Green Century Balanced Fund (GCBLX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
GCBLX is managed by Green Century. It was launched on Mar 17, 1992. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GCBLX or VFIAX.
Performance
GCBLX vs. VFIAX - Performance Comparison
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Key characteristics
GCBLX:
0.42
VFIAX:
0.73
GCBLX:
0.60
VFIAX:
1.04
GCBLX:
1.08
VFIAX:
1.15
GCBLX:
0.33
VFIAX:
0.69
GCBLX:
1.16
VFIAX:
2.62
GCBLX:
3.71%
VFIAX:
4.93%
GCBLX:
11.79%
VFIAX:
19.77%
GCBLX:
-64.31%
VFIAX:
-55.20%
GCBLX:
-2.60%
VFIAX:
-3.43%
Returns By Period
In the year-to-date period, GCBLX achieves a 1.40% return, which is significantly higher than VFIAX's 1.04% return. Over the past 10 years, GCBLX has underperformed VFIAX with an annualized return of 6.39%, while VFIAX has yielded a comparatively higher 12.80% annualized return.
GCBLX
1.40%
3.28%
-2.03%
4.29%
6.29%
7.43%
6.39%
VFIAX
1.04%
5.62%
-1.37%
13.48%
14.36%
15.89%
12.80%
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GCBLX vs. VFIAX - Expense Ratio Comparison
GCBLX has a 1.46% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
GCBLX vs. VFIAX — Risk-Adjusted Performance Rank
GCBLX
VFIAX
GCBLX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Green Century Balanced Fund (GCBLX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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.
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Dividends
GCBLX vs. VFIAX - Dividend Comparison
GCBLX's dividend yield for the trailing twelve months is around 6.90%, more than VFIAX's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GCBLX Green Century Balanced Fund | 6.90% | 7.00% | 3.02% | 1.88% | 3.99% | 3.61% | 1.92% | 2.36% | 1.29% | 2.13% | 2.98% | 5.24% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.28% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
GCBLX vs. VFIAX - Drawdown Comparison
The maximum GCBLX drawdown since its inception was -64.31%, which is greater than VFIAX's maximum drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for GCBLX and VFIAX.
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Volatility
GCBLX vs. VFIAX - Volatility Comparison
The current volatility for Green Century Balanced Fund (GCBLX) is 2.87%, while Vanguard 500 Index Fund Admiral Shares (VFIAX) has a volatility of 4.77%. This indicates that GCBLX experiences smaller price fluctuations and is considered to be less risky than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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