VTSAX vs. ALVIX
Compare and contrast key facts about Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) and American Century Investments Focused Large Cap Value Fund (ALVIX).
VTSAX is managed by Vanguard. It was launched on Nov 13, 2000. ALVIX is managed by American Century Investments. It was launched on Jul 30, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTSAX or ALVIX.
Correlation
The correlation between VTSAX and ALVIX is 0.90, 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
VTSAX vs. ALVIX - Performance Comparison
Key characteristics
VTSAX:
0.27
ALVIX:
0.02
VTSAX:
0.51
ALVIX:
0.13
VTSAX:
1.07
ALVIX:
1.02
VTSAX:
0.27
ALVIX:
0.02
VTSAX:
1.19
ALVIX:
0.06
VTSAX:
4.39%
ALVIX:
6.21%
VTSAX:
19.27%
ALVIX:
15.48%
VTSAX:
-55.34%
ALVIX:
-61.45%
VTSAX:
-14.32%
ALVIX:
-17.04%
Returns By Period
In the year-to-date period, VTSAX achieves a -10.37% return, which is significantly lower than ALVIX's -1.22% return. Over the past 10 years, VTSAX has outperformed ALVIX with an annualized return of 10.86%, while ALVIX has yielded a comparatively lower 2.58% annualized return.
VTSAX
-10.37%
-6.87%
-9.81%
6.92%
15.41%
10.86%
ALVIX
-1.22%
-5.90%
-12.24%
-1.00%
4.48%
2.58%
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VTSAX vs. ALVIX - Expense Ratio Comparison
VTSAX has a 0.04% expense ratio, which is lower than ALVIX's 0.83% expense ratio.
Risk-Adjusted Performance
VTSAX vs. ALVIX — Risk-Adjusted Performance Rank
VTSAX
ALVIX
VTSAX vs. ALVIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) and American Century Investments Focused Large Cap Value Fund (ALVIX). 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
VTSAX vs. ALVIX - Dividend Comparison
VTSAX's dividend yield for the trailing twelve months is around 1.44%, less than ALVIX's 2.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.44% | 1.26% | 1.43% | 1.65% | 1.20% | 1.41% | 1.77% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
ALVIX American Century Investments Focused Large Cap Value Fund | 2.04% | 2.04% | 1.89% | 1.85% | 1.90% | 1.65% | 1.68% | 2.76% | 1.77% | 1.78% | 1.33% | 1.33% |
Drawdowns
VTSAX vs. ALVIX - Drawdown Comparison
The maximum VTSAX drawdown since its inception was -55.34%, smaller than the maximum ALVIX drawdown of -61.45%. Use the drawdown chart below to compare losses from any high point for VTSAX and ALVIX. For additional features, visit the drawdowns tool.
Volatility
VTSAX vs. ALVIX - Volatility Comparison
Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) has a higher volatility of 13.70% compared to American Century Investments Focused Large Cap Value Fund (ALVIX) at 9.42%. This indicates that VTSAX's price experiences larger fluctuations and is considered to be riskier than ALVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.