GMOIX vs. BRK-B
Compare and contrast key facts about GMO International Equity Fund (GMOIX) and Berkshire Hathaway Inc. (BRK-B).
GMOIX is managed by GMO. It was launched on Mar 30, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GMOIX or BRK-B.
Correlation
The correlation between GMOIX and BRK-B is 0.43, 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
GMOIX vs. BRK-B - Performance Comparison
Key characteristics
GMOIX:
1.49
BRK-B:
1.25
GMOIX:
2.11
BRK-B:
1.85
GMOIX:
1.27
BRK-B:
1.23
GMOIX:
2.34
BRK-B:
2.23
GMOIX:
5.88
BRK-B:
5.25
GMOIX:
3.59%
BRK-B:
3.56%
GMOIX:
14.17%
BRK-B:
14.93%
GMOIX:
-65.28%
BRK-B:
-53.86%
GMOIX:
-1.03%
BRK-B:
-0.41%
Returns By Period
In the year-to-date period, GMOIX achieves a 8.13% return, which is significantly higher than BRK-B's 6.29% return. Over the past 10 years, GMOIX has underperformed BRK-B with an annualized return of 5.89%, while BRK-B has yielded a comparatively higher 12.61% annualized return.
GMOIX
8.13%
7.31%
8.52%
20.57%
9.78%
5.89%
BRK-B
6.29%
2.82%
7.30%
17.73%
16.06%
12.61%
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Risk-Adjusted Performance
GMOIX vs. BRK-B — Risk-Adjusted Performance Rank
GMOIX
BRK-B
GMOIX vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for GMO International Equity Fund (GMOIX) and Berkshire Hathaway Inc. (BRK-B). 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
GMOIX vs. BRK-B - Dividend Comparison
GMOIX's dividend yield for the trailing twelve months is around 3.74%, while BRK-B has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GMOIX GMO International Equity Fund | 3.74% | 4.04% | 7.54% | 4.33% | 6.40% | 4.56% | 3.50% | 3.74% | 3.11% | 4.00% | 3.26% | 4.92% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
GMOIX vs. BRK-B - Drawdown Comparison
The maximum GMOIX drawdown since its inception was -65.28%, which is greater than BRK-B's maximum drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for GMOIX and BRK-B. For additional features, visit the drawdowns tool.
Volatility
GMOIX vs. BRK-B - Volatility Comparison
The current volatility for GMO International Equity Fund (GMOIX) is 2.98%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 4.62%. This indicates that GMOIX experiences smaller price fluctuations and is considered to be less risky than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.