TCBIX vs. VSMPX
Compare and contrast key facts about The Covered Bridge Fund (TCBIX) and Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX).
TCBIX is managed by Covered Bridge. It was launched on Sep 30, 2013. VSMPX is managed by Vanguard. It was launched on Apr 28, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TCBIX or VSMPX.
Correlation
The correlation between TCBIX and VSMPX is 0.77, 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
TCBIX vs. VSMPX - Performance Comparison
Key characteristics
TCBIX:
0.33
VSMPX:
1.90
TCBIX:
0.50
VSMPX:
2.56
TCBIX:
1.06
VSMPX:
1.35
TCBIX:
0.20
VSMPX:
2.90
TCBIX:
0.94
VSMPX:
11.44
TCBIX:
3.16%
VSMPX:
2.17%
TCBIX:
9.07%
VSMPX:
13.02%
TCBIX:
-34.85%
VSMPX:
-34.97%
TCBIX:
-11.24%
VSMPX:
-0.08%
Returns By Period
In the year-to-date period, TCBIX achieves a 2.87% return, which is significantly lower than VSMPX's 4.21% return.
TCBIX
2.87%
0.45%
0.30%
1.71%
0.58%
0.10%
VSMPX
4.21%
1.92%
10.16%
23.14%
13.67%
N/A
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TCBIX vs. VSMPX - Expense Ratio Comparison
TCBIX has a 1.40% expense ratio, which is higher than VSMPX's 0.02% expense ratio.
Risk-Adjusted Performance
TCBIX vs. VSMPX — Risk-Adjusted Performance Rank
TCBIX
VSMPX
TCBIX vs. VSMPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Covered Bridge Fund (TCBIX) and Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX). 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
TCBIX vs. VSMPX - Dividend Comparison
TCBIX's dividend yield for the trailing twelve months is around 1.84%, more than VSMPX's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TCBIX The Covered Bridge Fund | 1.84% | 1.90% | 2.17% | 1.60% | 1.36% | 1.53% | 1.89% | 1.92% | 1.12% | 1.10% | 1.30% | 1.22% |
VSMPX Vanguard Total Stock Market Index Fund Institutional Plus Shares | 1.22% | 1.27% | 1.44% | 1.67% | 1.22% | 1.43% | 1.78% | 2.05% | 1.73% | 1.95% | 1.52% | 0.00% |
Drawdowns
TCBIX vs. VSMPX - Drawdown Comparison
The maximum TCBIX drawdown since its inception was -34.85%, roughly equal to the maximum VSMPX drawdown of -34.97%. Use the drawdown chart below to compare losses from any high point for TCBIX and VSMPX. For additional features, visit the drawdowns tool.
Volatility
TCBIX vs. VSMPX - Volatility Comparison
The current volatility for The Covered Bridge Fund (TCBIX) is 2.47%, while Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX) has a volatility of 3.19%. This indicates that TCBIX experiences smaller price fluctuations and is considered to be less risky than VSMPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.