VHCAX vs. BIOPX
Compare and contrast key facts about Vanguard Capital Opportunity Fund Admiral Shares (VHCAX) and Baron Opportunity Fund (BIOPX).
VHCAX is managed by Vanguard. It was launched on Nov 12, 2001. BIOPX is managed by Baron Capital Group, Inc.. It was launched on Feb 29, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VHCAX or BIOPX.
Key characteristics
| VHCAX | BIOPX | |
|---|---|---|
| YTD Return | 15.75% | 36.45% |
| 1Y Return | 23.59% | 46.50% |
| 3Y Return (Ann) | 5.39% | -1.16% |
| 5Y Return (Ann) | 13.15% | 15.59% |
| 10Y Return (Ann) | 12.70% | 9.82% |
| Sharpe Ratio | 1.62 | 2.22 |
| Sortino Ratio | 2.29 | 2.85 |
| Omega Ratio | 1.30 | 1.40 |
| Calmar Ratio | 1.92 | 1.32 |
| Martin Ratio | 7.77 | 12.18 |
| Ulcer Index | 3.05% | 3.81% |
| Daily Std Dev | 14.64% | 20.86% |
| Max Drawdown | -54.27% | -67.79% |
| Current Drawdown | -2.74% | -4.90% |
Correlation
The correlation between VHCAX and BIOPX is 0.87, 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
VHCAX vs. BIOPX - Performance Comparison
In the year-to-date period, VHCAX achieves a 15.75% return, which is significantly lower than BIOPX's 36.45% return. Over the past 10 years, VHCAX has outperformed BIOPX with an annualized return of 12.70%, while BIOPX has yielded a comparatively lower 9.82% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VHCAX vs. BIOPX - Expense Ratio Comparison
VHCAX has a 0.36% expense ratio, which is lower than BIOPX's 1.31% expense ratio.
Risk-Adjusted Performance
VHCAX vs. BIOPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Capital Opportunity Fund Admiral Shares (VHCAX) and Baron Opportunity Fund (BIOPX). 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
VHCAX vs. BIOPX - Dividend Comparison
VHCAX's dividend yield for the trailing twelve months is around 0.66%, while BIOPX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VHCAX Vanguard Capital Opportunity Fund Admiral Shares | 0.66% | 0.76% | 0.88% | 0.45% | 0.52% | 0.81% | 0.94% | 0.67% | 0.77% | 0.67% | 0.67% | 0.24% |
BIOPX Baron Opportunity Fund | 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
VHCAX vs. BIOPX - Drawdown Comparison
The maximum VHCAX drawdown since its inception was -54.27%, smaller than the maximum BIOPX drawdown of -67.79%. Use the drawdown chart below to compare losses from any high point for VHCAX and BIOPX. For additional features, visit the drawdowns tool.
Volatility
VHCAX vs. BIOPX - Volatility Comparison
The current volatility for Vanguard Capital Opportunity Fund Admiral Shares (VHCAX) is 4.36%, while Baron Opportunity Fund (BIOPX) has a volatility of 5.78%. This indicates that VHCAX experiences smaller price fluctuations and is considered to be less risky than BIOPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.