AOGIX vs. VTSAX
Compare and contrast key facts about American Century Investments One Choice Portfolio: Aggressive (AOGIX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
AOGIX is managed by American Century Investments. It was launched on Sep 29, 2004. VTSAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AOGIX or VTSAX.
Key characteristics
| AOGIX | VTSAX | |
|---|---|---|
| YTD Return | 4.06% | 6.88% |
| 1Y Return | 12.47% | 24.37% |
| 3Y Return (Ann) | 1.57% | 6.81% |
| 5Y Return (Ann) | 7.65% | 12.91% |
| 10Y Return (Ann) | 7.56% | 11.97% |
| Sharpe Ratio | 1.38 | 2.11 |
| Daily Std Dev | 9.48% | 12.07% |
| Max Drawdown | -46.90% | -55.34% |
| Current Drawdown | -2.63% | -2.84% |
Correlation
The correlation between AOGIX and VTSAX is 0.96, 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
AOGIX vs. VTSAX - Performance Comparison
In the year-to-date period, AOGIX achieves a 4.06% return, which is significantly lower than VTSAX's 6.88% return. Over the past 10 years, AOGIX has underperformed VTSAX with an annualized return of 7.56%, while VTSAX has yielded a comparatively higher 11.97% 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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AOGIX vs. VTSAX - Expense Ratio Comparison
AOGIX has a 0.00% expense ratio, which is lower than VTSAX's 0.04% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
AOGIX vs. VTSAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Investments One Choice Portfolio: Aggressive (AOGIX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). 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
AOGIX vs. VTSAX - Dividend Comparison
AOGIX's dividend yield for the trailing twelve months is around 2.04%, more than VTSAX's 1.39% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOGIX American Century Investments One Choice Portfolio: Aggressive | 2.04% | 2.12% | 11.69% | 10.35% | 9.37% | 12.98% | 9.78% | 3.36% | 4.35% | 12.42% | 3.65% | 1.58% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.39% | 1.43% | 1.65% | 1.20% | 1.41% | 1.76% | 2.03% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
AOGIX vs. VTSAX - Drawdown Comparison
The maximum AOGIX drawdown since its inception was -46.90%, smaller than the maximum VTSAX drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for AOGIX and VTSAX. For additional features, visit the drawdowns tool.
Volatility
AOGIX vs. VTSAX - Volatility Comparison
The current volatility for American Century Investments One Choice Portfolio: Aggressive (AOGIX) is 2.86%, while Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) has a volatility of 3.74%. This indicates that AOGIX experiences smaller price fluctuations and is considered to be less risky than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.