APPLX vs. VFIAX

Last updated Apr 1, 2026

Compare and contrast key facts about Appleseed Fund (APPLX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).

APPLX is managed by Appleseed Fund. It was launched on Dec 7, 2006. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.

Performance

APPLX vs. VFIAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Appleseed Fund (APPLX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). The values are adjusted to include any dividend payments, if applicable.

APPLX vs. VFIAX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
APPLX Appleseed Fund	1.14%	25.79%	6.38%	9.39%	-19.53%	20.71%	7.49%	15.68%	-3.40%	17.42%
VFIAX Vanguard 500 Index Fund Admiral Shares	-4.35%	17.83%	24.97%	26.24%	-18.16%	28.65%	18.32%	31.46%	-4.45%	21.78%

Returns By Period

APPLX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

VFIAX

• 1D: 2.92%
• 1M: -5.03%
• YTD: -4.35%
• 6M: -2.16%
• 1Y: 17.30%
• 3Y*: 18.27%
• 5Y*: 11.75%
• 10Y*: 14.04%

*Multi-year figures are annualized to reflect compound growth (CAGR)

APPLX vs. VFIAX - Expense Ratio Comparison

APPLX has a 1.14% expense ratio, which is higher than VFIAX's 0.04% expense ratio.

APPLX

Appleseed Fund

VFIAX

Vanguard 500 Index Fund Admiral Shares

Return for Risk

APPLX vs. VFIAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VFIAX

VFIAX Risk / Return Rank: 59
VFIAX Sharpe Ratio Rank: 48
VFIAX Sortino Ratio Rank: 53
VFIAX Omega Ratio Rank: 56
VFIAX Calmar Ratio Rank: 64
VFIAX Martin Ratio Rank: 76

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

APPLX vs. VFIAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Appleseed Fund (APPLX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	APPLX	VFIAX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.97	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.70	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.78	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.44	—

Correlation

The correlation between APPLX and VFIAX is 0.72, 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.

Dividends

APPLX vs. VFIAX - Dividend Comparison

APPLX's dividend yield for the trailing twelve months is around 46.50%, more than VFIAX's 1.18% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
APPLX Appleseed Fund	46.50%	22.94%	6.05%	1.95%	0.66%	6.09%	1.46%	2.68%	9.87%	1.09%	1.49%	2.54%
VFIAX Vanguard 500 Index Fund Admiral Shares	1.18%	1.12%	1.24%	1.45%	1.68%	1.24%	1.53%	1.87%	2.05%	1.78%	2.02%	2.10%

Drawdowns

Drawdown Indicators

	APPLX	VFIAX	Difference
Max Drawdown Largest peak-to-trough decline	—	-55.20%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-12.12%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-24.53%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-33.83%	—
Current Drawdown Current decline from peak	—	-6.24%	—
Average Drawdown Average peak-to-trough decline	—	-9.46%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.52%	—

Volatility

Volatility by Period

	APPLX	VFIAX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	5.35%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.53%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	18.32%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	16.91%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	18.05%	—