VPMCX vs. BRK-B
Compare and contrast key facts about Vanguard PRIMECAP Fund Investor Shares (VPMCX) and Berkshire Hathaway Inc. (BRK-B).
VPMCX is managed by Vanguard. It was launched on Nov 1, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VPMCX or BRK-B.
Key characteristics
| VPMCX | BRK-B | |
|---|---|---|
| YTD Return | 18.40% | 29.93% |
| 1Y Return | 30.80% | 33.09% |
| 3Y Return (Ann) | 8.26% | 17.46% |
| 5Y Return (Ann) | 13.99% | 15.96% |
| 10Y Return (Ann) | 13.14% | 12.35% |
| Sharpe Ratio | 2.08 | 2.35 |
| Sortino Ratio | 2.81 | 3.28 |
| Omega Ratio | 1.38 | 1.42 |
| Calmar Ratio | 2.32 | 4.46 |
| Martin Ratio | 9.44 | 11.72 |
| Ulcer Index | 3.04% | 2.88% |
| Daily Std Dev | 13.80% | 14.37% |
| Max Drawdown | -81.07% | -53.86% |
| Current Drawdown | -0.60% | -3.17% |
Correlation
The correlation between VPMCX and BRK-B is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
VPMCX vs. BRK-B - Performance Comparison
In the year-to-date period, VPMCX achieves a 18.40% return, which is significantly lower than BRK-B's 29.93% return. Over the past 10 years, VPMCX has outperformed BRK-B with an annualized return of 13.14%, while BRK-B has yielded a comparatively lower 12.35% 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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Risk-Adjusted Performance
VPMCX vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard PRIMECAP Fund Investor Shares (VPMCX) 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
VPMCX vs. BRK-B - Dividend Comparison
VPMCX's dividend yield for the trailing twelve months is around 0.93%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VPMCX Vanguard PRIMECAP Fund Investor Shares | 0.93% | 1.10% | 1.23% | 0.70% | 1.04% | 1.21% | 1.26% | 1.09% | 1.29% | 1.12% | 1.13% | 0.91% |
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
VPMCX vs. BRK-B - Drawdown Comparison
The maximum VPMCX drawdown since its inception was -81.07%, 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 VPMCX and BRK-B. For additional features, visit the drawdowns tool.
Volatility
VPMCX vs. BRK-B - Volatility Comparison
The current volatility for Vanguard PRIMECAP Fund Investor Shares (VPMCX) is 4.19%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 6.68%. This indicates that VPMCX 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.