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.
Correlation
The correlation between TBGVX and VTIAX is 0.81, 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
TBGVX vs. VTIAX - Performance Comparison
Key characteristics
TBGVX:
-0.48
VTIAX:
0.63
TBGVX:
-0.48
VTIAX:
0.94
TBGVX:
0.91
VTIAX:
1.12
TBGVX:
-0.40
VTIAX:
0.78
TBGVX:
-1.42
VTIAX:
2.30
TBGVX:
4.39%
VTIAX:
3.27%
TBGVX:
12.95%
VTIAX:
11.96%
TBGVX:
-50.97%
VTIAX:
-35.82%
TBGVX:
-15.04%
VTIAX:
-7.81%
Returns By Period
In the year-to-date period, TBGVX achieves a -0.31% return, which is significantly lower than VTIAX's 0.35% return. Over the past 10 years, TBGVX has underperformed VTIAX with an annualized return of 3.85%, while VTIAX has yielded a comparatively higher 5.45% annualized return.
TBGVX
-0.31%
-10.91%
-13.46%
-6.43%
2.00%
3.85%
VTIAX
0.35%
-3.17%
-1.92%
7.33%
4.31%
5.45%
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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 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.
Dividends
TBGVX vs. VTIAX - Dividend Comparison
TBGVX has not paid dividends to shareholders, while VTIAX's dividend yield for the trailing twelve months is around 3.31%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TBGVX Tweedy, Browne International Value Fund | 0.00% | 0.00% | 1.69% | 1.56% | 1.41% | 0.94% | 1.59% | 1.57% | 1.10% | 1.17% | 0.86% | 1.27% |
VTIAX Vanguard Total International Stock Index Fund Admiral Shares | 3.31% | 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. For additional features, visit the drawdowns tool.
Volatility
TBGVX vs. VTIAX - Volatility Comparison
Tweedy, Browne International Value Fund (TBGVX) has a higher volatility of 9.81% compared to Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) at 2.76%. This indicates that TBGVX's price experiences larger fluctuations and is considered to be riskier than VTIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.