WHGMX vs. BWNYX
WHGMX (Westwood Quality SMidCap Fund) and BWNYX (Bullfinch Greater Western New York Series) are both mutual funds - WHGMX is a Quality Factor fund managed by Westwood, while BWNYX is a Mid Cap Blend Equities fund managed by Bullfinch. Over the past 10 years, WHGMX returned 9.83%/yr vs 5.91%/yr for BWNYX. Their correlation of 0.85 means they have usually moved in the same direction. WHGMX charges 0.88%/yr vs 1.52%/yr for BWNYX.
Performance
WHGMX vs. BWNYX - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with WHGMX having a 16.34% return and BWNYX slightly higher at 16.66%. Over the past 10 years, WHGMX has outperformed BWNYX with an annualized return of 9.83%, while BWNYX has yielded a comparatively lower 5.91% annualized return.
WHGMX
- 1D
- 1.22%
- 1M
- -0.47%
- 6M
- 7.58%
- YTD
- 16.34%
- 1Y
- 21.21%
- 3Y*
- 13.99%
- 5Y*
- 9.34%
- 10Y*
- 9.83%
- ALL TIME*
- 9.53%
BWNYX
- 1D
- 1.85%
- 1M
- -0.68%
- 6M
- 6.23%
- YTD
- 16.66%
- 1Y
- 10.56%
- 3Y*
- 11.10%
- 5Y*
- 6.75%
- 10Y*
- 5.91%
- ALL TIME*
- 3.29%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
WHGMX vs. BWNYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WHGMX Westwood Quality SMidCap Fund | 16.34% | 8.40% | 10.41% | 17.78% | -10.35% | 21.39% | 5.41% | 29.42% | -11.70% | 10.39% |
BWNYX Bullfinch Greater Western New York Series | 16.66% | 7.26% | 8.05% | 10.48% | -6.99% | 13.00% | 1.48% | 18.83% | -8.10% | 0.73% |
Correlation
The correlation between WHGMX and BWNYX is 0.77, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.77 |
Correlation (3Y) Balances recent behavior with more history. | 0.75 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.81 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.82 |
Correlation (All Time) Calculated using the full available price history since Dec 19, 2005 | 0.85 |
The correlation between WHGMX and BWNYX shifts across timeframes, from 0.75 (3 years) to 0.85 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
WHGMX vs. BWNYX — Risk / Return Rank
WHGMX
BWNYX
WHGMX vs. BWNYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Westwood Quality SMidCap Fund (WHGMX) and Bullfinch Greater Western New York Series (BWNYX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WHGMX | BWNYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.90 | ||
| Sortino ratioReturn per unit of downside risk | +1.42 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.15 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.37 | 0.77 | +1.60 |
| Martin ratioReturn relative to average drawdown | 7.80 | 1.92 | +5.89 |
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Drawdowns
WHGMX vs. BWNYX - Drawdown Comparison
The maximum WHGMX drawdown since its inception was -47.99%, smaller than the maximum BWNYX drawdown of -51.03%. Use the drawdown chart below to compare losses from any high point for WHGMX and BWNYX.
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Drawdown Indicators
| WHGMX | BWNYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.99% | -51.03% | +3.04% |
Max Drawdown (1Y)Largest decline over 1 year | -9.68% | -15.09% | +5.41% |
Max Drawdown (3Y)Largest decline over 3 years | -23.78% | -18.04% | -5.74% |
Max Drawdown (5Y)Largest decline over 5 years | -23.78% | -18.04% | -5.74% |
Max Drawdown (10Y)Largest decline over 10 years | -42.26% | -31.18% | -11.08% |
Current DrawdownCurrent decline from peak | -1.40% | -2.78% | +1.38% |
Average DrawdownAverage peak-to-trough decline | -7.15% | -7.57% | +0.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.94% | 5.83% | -2.89% |
Volatility
WHGMX vs. BWNYX - Volatility Comparison
The current volatility for Westwood Quality SMidCap Fund (WHGMX) is 3.92%, while Bullfinch Greater Western New York Series (BWNYX) has a volatility of 5.11%. This indicates that WHGMX experiences smaller price fluctuations and is considered to be less risky than BWNYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WHGMX | BWNYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.92% | 5.11% | -1.19% |
Volatility (6M)Calculated over the trailing 6-month period | 11.88% | 11.61% | +0.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.86% | 21.22% | -5.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.75% | 16.51% | +2.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.26% | 16.25% | +4.01% |
WHGMX vs. BWNYX - Expense Ratio Comparison
WHGMX has a 0.88% expense ratio, which is lower than BWNYX's 1.52% expense ratio.
Dividends
WHGMX vs. BWNYX - Dividend Comparison
WHGMX's dividend yield for the trailing twelve months is around 4.47%, while BWNYX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BWNYX Bullfinch Greater Western New York Series | 0.00% | 0.00% | 0.00% | 0.66% | 1.87% | 2.58% | 5.75% | 0.11% | 0.16% | 0.27% | 0.00% | 0.00% |
WHGMX Westwood Quality SMidCap Fund | 4.47% | 5.19% | 1.21% | 2.92% | 1.52% | 16.39% | 2.83% | 11.93% | 19.09% | 12.12% | 1.40% | 7.40% |
Frequently Asked Questions
WHGMX and BWNYX have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BWNYX has higher volatility (5.11%) compared to WHGMX (3.92%). In terms of maximum drawdown, WHGMX dropped -47.99% vs BWNYX's -51.03%.
WHGMX currently has the higher Sharpe Ratio (1.45 vs 0.55), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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