AMFEX vs. VDIGX
Compare and contrast key facts about AAMA Equity Fund (AMFEX) and Vanguard Dividend Growth Fund (VDIGX).
AMFEX is managed by AAMA. It was launched on Jun 30, 2017. VDIGX is managed by Vanguard. It was launched on May 15, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMFEX or VDIGX.
Key characteristics
| AMFEX | VDIGX | |
|---|---|---|
| YTD Return | 17.25% | 15.07% |
| 1Y Return | 25.89% | 25.18% |
| 3Y Return (Ann) | 8.06% | 8.29% |
| 5Y Return (Ann) | 11.87% | 11.72% |
| Sharpe Ratio | 2.49 | 2.83 |
| Sortino Ratio | 3.42 | 3.91 |
| Omega Ratio | 1.45 | 1.52 |
| Calmar Ratio | 2.25 | 2.72 |
| Martin Ratio | 14.94 | 17.61 |
| Ulcer Index | 1.74% | 1.44% |
| Daily Std Dev | 10.48% | 8.97% |
| Max Drawdown | -30.41% | -45.23% |
| Current Drawdown | -0.45% | 0.00% |
Correlation
The correlation between AMFEX and VDIGX 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
AMFEX vs. VDIGX - Performance Comparison
In the year-to-date period, AMFEX achieves a 17.25% return, which is significantly higher than VDIGX's 15.07% 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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AMFEX vs. VDIGX - Expense Ratio Comparison
AMFEX has a 1.17% expense ratio, which is higher than VDIGX's 0.27% expense ratio.
Risk-Adjusted Performance
AMFEX vs. VDIGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AAMA Equity Fund (AMFEX) and Vanguard Dividend Growth Fund (VDIGX). 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
AMFEX vs. VDIGX - Dividend Comparison
AMFEX's dividend yield for the trailing twelve months is around 0.78%, less than VDIGX's 3.04% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMFEX AAMA Equity Fund | 0.78% | 0.92% | 4.82% | 0.22% | 0.44% | 0.78% | 0.83% | 0.40% | 0.00% | 0.00% | 0.00% | 0.00% |
VDIGX Vanguard Dividend Growth Fund | 3.04% | 2.29% | 6.06% | 5.45% | 2.83% | 4.70% | 8.84% | 5.16% | 2.86% | 5.69% | 3.41% | 2.28% |
Drawdowns
AMFEX vs. VDIGX - Drawdown Comparison
The maximum AMFEX drawdown since its inception was -30.41%, smaller than the maximum VDIGX drawdown of -45.23%. Use the drawdown chart below to compare losses from any high point for AMFEX and VDIGX. For additional features, visit the drawdowns tool.
Volatility
AMFEX vs. VDIGX - Volatility Comparison
AAMA Equity Fund (AMFEX) has a higher volatility of 2.69% compared to Vanguard Dividend Growth Fund (VDIGX) at 2.45%. This indicates that AMFEX's price experiences larger fluctuations and is considered to be riskier than VDIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.