MBDFX vs. VBTLX
Compare and contrast key facts about AMG GW&K Core Bond ESG Fund (MBDFX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX).
MBDFX is managed by AMG. It was launched on Apr 30, 1993. VBTLX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MBDFX or VBTLX.
Correlation
The correlation between MBDFX and VBTLX is 0.86, 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.
Performance
MBDFX vs. VBTLX - Performance Comparison
Key characteristics
MBDFX:
0.51
VBTLX:
0.57
MBDFX:
0.75
VBTLX:
0.85
MBDFX:
1.09
VBTLX:
1.10
MBDFX:
0.18
VBTLX:
0.22
MBDFX:
1.26
VBTLX:
1.45
MBDFX:
2.21%
VBTLX:
2.06%
MBDFX:
5.49%
VBTLX:
5.25%
MBDFX:
-21.32%
VBTLX:
-19.05%
MBDFX:
-11.46%
VBTLX:
-9.07%
Returns By Period
In the year-to-date period, MBDFX achieves a 0.20% return, which is significantly lower than VBTLX's 0.32% return. Over the past 10 years, MBDFX has underperformed VBTLX with an annualized return of 0.56%, while VBTLX has yielded a comparatively higher 1.25% annualized return.
MBDFX
0.20%
1.47%
-1.64%
3.72%
-1.43%
0.56%
VBTLX
0.32%
1.49%
-1.34%
4.08%
-0.69%
1.25%
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MBDFX vs. VBTLX - Expense Ratio Comparison
MBDFX has a 0.56% expense ratio, which is higher than VBTLX's 0.05% expense ratio.
Risk-Adjusted Performance
MBDFX vs. VBTLX — Risk-Adjusted Performance Rank
MBDFX
VBTLX
MBDFX vs. VBTLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG GW&K Core Bond ESG Fund (MBDFX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX). 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
MBDFX vs. VBTLX - Dividend Comparison
MBDFX's dividend yield for the trailing twelve months is around 3.58%, more than VBTLX's 3.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MBDFX AMG GW&K Core Bond ESG Fund | 3.58% | 3.53% | 2.94% | 2.19% | 1.48% | 1.85% | 2.42% | 2.32% | 2.13% | 2.03% | 1.74% | 3.14% |
VBTLX Vanguard Total Bond Market Index Fund Admiral Shares | 3.39% | 3.69% | 3.11% | 2.51% | 1.90% | 2.23% | 2.74% | 2.78% | 2.51% | 2.49% | 2.48% | 2.55% |
Drawdowns
MBDFX vs. VBTLX - Drawdown Comparison
The maximum MBDFX drawdown since its inception was -21.32%, which is greater than VBTLX's maximum drawdown of -19.05%. Use the drawdown chart below to compare losses from any high point for MBDFX and VBTLX. For additional features, visit the drawdowns tool.
Volatility
MBDFX vs. VBTLX - Volatility Comparison
AMG GW&K Core Bond ESG Fund (MBDFX) has a higher volatility of 1.55% compared to Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) at 1.26%. This indicates that MBDFX's price experiences larger fluctuations and is considered to be riskier than VBTLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.