Correlation
The correlation between TBGVX and VTIAX is 0.67, 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.
TBGVX vs. VTIAX
Compare and contrast key facts about Tweedy, Browne International Value Fund (TBGVX) and Vanguard Total International Stock Index Fund Admiral Shares (VTIAX).
TBGVX is managed by Tweedy, Browne. It was launched on Jun 14, 1993. VTIAX is managed by Vanguard. It was launched on Nov 29, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TBGVX or VTIAX.
Performance
TBGVX vs. VTIAX - Performance Comparison
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Key characteristics
TBGVX:
0.76
VTIAX:
0.88
TBGVX:
0.96
VTIAX:
1.17
TBGVX:
1.14
VTIAX:
1.16
TBGVX:
0.73
VTIAX:
0.93
TBGVX:
2.25
VTIAX:
2.92
TBGVX:
3.70%
VTIAX:
4.20%
TBGVX:
12.75%
VTIAX:
15.53%
TBGVX:
-50.97%
VTIAX:
-35.82%
TBGVX:
0.00%
VTIAX:
-0.50%
Returns By Period
The year-to-date returns for both stocks are quite close, with TBGVX having a 14.05% return and VTIAX slightly lower at 13.83%. Both investments have delivered pretty close results over the past 10 years, with TBGVX having a 5.51% annualized return and VTIAX not far ahead at 5.56%.
TBGVX
14.05%
5.05%
12.24%
9.10%
8.68%
10.36%
5.51%
VTIAX
13.83%
4.66%
10.90%
13.52%
9.14%
10.35%
5.56%
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TBGVX vs. VTIAX - Expense Ratio Comparison
TBGVX has a 1.40% expense ratio, which is higher than VTIAX's 0.11% expense ratio.
Risk-Adjusted Performance
TBGVX vs. VTIAX — Risk-Adjusted Performance Rank
TBGVX
VTIAX
TBGVX vs. VTIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Tweedy, Browne International Value Fund (TBGVX) and Vanguard Total International Stock Index Fund Admiral Shares (VTIAX). 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
TBGVX vs. VTIAX - Dividend Comparison
TBGVX's dividend yield for the trailing twelve months is around 8.72%, more than VTIAX's 2.88% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TBGVX Tweedy, Browne International Value Fund | 8.72% | 9.95% | 4.55% | 5.68% | 8.89% | 0.94% | 1.88% | 6.74% | 1.45% | 3.16% | 4.94% | 3.79% |
VTIAX Vanguard Total International Stock Index Fund Admiral Shares | 2.88% | 3.33% | 3.21% | 3.05% | 3.05% | 2.10% | 3.04% | 3.17% | 2.74% | 2.93% | 2.84% | 3.40% |
Drawdowns
TBGVX vs. VTIAX - Drawdown Comparison
The maximum TBGVX drawdown since its inception was -50.97%, which is greater than VTIAX's maximum drawdown of -35.82%. Use the drawdown chart below to compare losses from any high point for TBGVX and VTIAX.
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Volatility
TBGVX vs. VTIAX - Volatility Comparison
The current volatility for Tweedy, Browne International Value Fund (TBGVX) is 2.13%, while Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) has a volatility of 2.71%. This indicates that TBGVX experiences smaller price fluctuations and is considered to be less risky than VTIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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