VGENX vs. BRK-B
Compare and contrast key facts about Vanguard Energy Fund Investor Shares (VGENX) and Berkshire Hathaway Inc. (BRK-B).
VGENX is managed by Vanguard. It was launched on May 23, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VGENX or BRK-B.
Correlation
The correlation between VGENX and BRK-B is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
VGENX vs. BRK-B - Performance Comparison
Key characteristics
VGENX:
0.22
BRK-B:
1.65
VGENX:
0.35
BRK-B:
2.41
VGENX:
1.06
BRK-B:
1.30
VGENX:
0.12
BRK-B:
3.17
VGENX:
0.50
BRK-B:
7.53
VGENX:
6.64%
BRK-B:
3.53%
VGENX:
15.54%
BRK-B:
16.14%
VGENX:
-69.53%
BRK-B:
-53.86%
VGENX:
-18.94%
BRK-B:
-1.41%
Returns By Period
In the year-to-date period, VGENX achieves a 10.74% return, which is significantly lower than BRK-B's 16.96% return. Over the past 10 years, VGENX has underperformed BRK-B with an annualized return of 2.20%, while BRK-B has yielded a comparatively higher 13.97% annualized return.
VGENX
10.74%
6.97%
-5.11%
2.11%
15.80%
2.20%
BRK-B
16.96%
6.92%
17.04%
26.16%
24.43%
13.97%
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Risk-Adjusted Performance
VGENX vs. BRK-B — Risk-Adjusted Performance Rank
VGENX
BRK-B
VGENX vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Energy Fund Investor Shares (VGENX) and Berkshire Hathaway Inc. (BRK-B). 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
VGENX vs. BRK-B - Dividend Comparison
VGENX's dividend yield for the trailing twelve months is around 3.42%, while BRK-B has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGENX Vanguard Energy Fund Investor Shares | 3.42% | 3.91% | 4.20% | 4.63% | 3.63% | 4.46% | 3.30% | 2.97% | 2.96% | 1.84% | 2.62% | 2.92% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VGENX vs. BRK-B - Drawdown Comparison
The maximum VGENX drawdown since its inception was -69.53%, which is greater than BRK-B's maximum drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for VGENX and BRK-B. For additional features, visit the drawdowns tool.
Volatility
VGENX vs. BRK-B - Volatility Comparison
The current volatility for Vanguard Energy Fund Investor Shares (VGENX) is 3.08%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 4.41%. This indicates that VGENX experiences smaller price fluctuations and is considered to be less risky than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.