VFINX vs. BRAGX
Compare and contrast key facts about Vanguard 500 Index Fund Investor Shares (VFINX) and Bridgeway Aggressive Investors 1 Fund (BRAGX).
VFINX is managed by Vanguard. BRAGX is managed by Bridgeway. It was launched on Aug 5, 1994.
Performance
VFINX vs. BRAGX - Performance Comparison
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VFINX vs. BRAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VFINX Vanguard 500 Index Fund Investor Shares | -7.09% | 17.71% | 24.84% | 26.12% | -18.24% | 28.53% | 18.20% | 31.33% | -4.55% | 21.66% |
BRAGX Bridgeway Aggressive Investors 1 Fund | -5.37% | 18.09% | 35.79% | 23.13% | -22.41% | 10.96% | 14.35% | 21.86% | -22.42% | 18.44% |
Returns By Period
In the year-to-date period, VFINX achieves a -7.09% return, which is significantly lower than BRAGX's -5.37% return. Over the past 10 years, VFINX has outperformed BRAGX with an annualized return of 13.60%, while BRAGX has yielded a comparatively lower 9.42% annualized return.
VFINX
- 1D
- -0.39%
- 1M
- -7.69%
- YTD
- -7.09%
- 6M
- -4.65%
- 1Y
- 14.30%
- 3Y*
- 17.02%
- 5Y*
- 11.26%
- 10Y*
- 13.60%
BRAGX
- 1D
- -1.12%
- 1M
- -6.58%
- YTD
- -5.37%
- 6M
- -3.43%
- 1Y
- 18.40%
- 3Y*
- 20.43%
- 5Y*
- 8.26%
- 10Y*
- 9.42%
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VFINX vs. BRAGX - Expense Ratio Comparison
VFINX has a 0.14% expense ratio, which is lower than BRAGX's 0.39% expense ratio.
Return for Risk
VFINX vs. BRAGX — Risk / Return Rank
VFINX
BRAGX
VFINX vs. BRAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard 500 Index Fund Investor Shares (VFINX) and Bridgeway Aggressive Investors 1 Fund (BRAGX). 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.
| VFINX | BRAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 0.88 | -0.05 |
Sortino ratioReturn per unit of downside risk | 1.29 | 1.35 | -0.06 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.20 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 1.24 | -0.20 |
Martin ratioReturn relative to average drawdown | 5.08 | 5.83 | -0.76 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VFINX | BRAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 0.88 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.41 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.44 | +0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.45 | +0.14 |
Correlation
The correlation between VFINX and BRAGX is 0.82, 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.
Dividends
VFINX vs. BRAGX - Dividend Comparison
VFINX's dividend yield for the trailing twelve months is around 1.11%, less than BRAGX's 19.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFINX Vanguard 500 Index Fund Investor Shares | 1.11% | 1.02% | 1.14% | 1.36% | 1.57% | 1.15% | 1.45% | 1.77% | 1.94% | 1.69% | 1.92% | 1.99% |
BRAGX Bridgeway Aggressive Investors 1 Fund | 19.97% | 18.90% | 3.19% | 0.88% | 1.46% | 1.18% | 1.01% | 1.30% | 11.62% | 0.00% | 0.56% | 0.05% |
Drawdowns
VFINX vs. BRAGX - Drawdown Comparison
The maximum VFINX drawdown since its inception was -55.25%, smaller than the maximum BRAGX drawdown of -67.04%. Use the drawdown chart below to compare losses from any high point for VFINX and BRAGX.
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Drawdown Indicators
| VFINX | BRAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.25% | -67.04% | +11.79% |
Max Drawdown (1Y)Largest decline over 1 year | -12.12% | -13.13% | +1.01% |
Max Drawdown (5Y)Largest decline over 5 years | -24.59% | -35.92% | +11.33% |
Max Drawdown (10Y)Largest decline over 10 years | -33.83% | -46.74% | +12.91% |
Current DrawdownCurrent decline from peak | -8.92% | -8.08% | -0.84% |
Average DrawdownAverage peak-to-trough decline | -8.31% | -16.06% | +7.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 2.79% | -0.29% |
Volatility
VFINX vs. BRAGX - Volatility Comparison
The current volatility for Vanguard 500 Index Fund Investor Shares (VFINX) is 4.24%, while Bridgeway Aggressive Investors 1 Fund (BRAGX) has a volatility of 5.09%. This indicates that VFINX experiences smaller price fluctuations and is considered to be less risky than BRAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VFINX | BRAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 5.09% | -0.85% |
Volatility (6M)Calculated over the trailing 6-month period | 9.08% | 11.62% | -2.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.13% | 21.25% | -3.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.86% | 20.40% | -3.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.03% | 21.36% | -3.33% |