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:
0.16
BRK-B:
1.66
VGENX:
0.29
BRK-B:
2.37
VGENX:
1.04
BRK-B:
1.30
VGENX:
0.07
BRK-B:
3.19
VGENX:
0.66
BRK-B:
7.87
VGENX:
3.02%
BRK-B:
3.07%
VGENX:
12.20%
BRK-B:
14.59%
VGENX:
-69.53%
BRK-B:
-53.86%
VGENX:
-20.81%
BRK-B:
-6.98%
Returns By Period
In the year-to-date period, VGENX achieves a 3.81% return, which is significantly lower than BRK-B's 25.99% return. Over the past 10 years, VGENX has underperformed BRK-B with an annualized return of 1.28%, while BRK-B has yielded a comparatively higher 11.48% annualized return.
VGENX
3.81%
-8.05%
0.46%
1.02%
3.99%
1.28%
BRK-B
25.99%
-4.16%
9.82%
26.45%
14.74%
11.48%
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Risk-Adjusted Performance
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 3.97%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGENX Vanguard Energy Fund Investor Shares | 3.97% | 4.20% | 4.63% | 3.63% | 4.46% | 3.30% | 2.97% | 2.96% | 1.84% | 2.62% | 2.92% | 1.90% |
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
Vanguard Energy Fund Investor Shares (VGENX) and Berkshire Hathaway Inc. (BRK-B) have volatilities of 3.50% and 3.68%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.