Correlation
The correlation between CGRWX and VEIPX is 0.89, 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.
CGRWX vs. VEIPX
Compare and contrast key facts about Invesco Comstock Select Fund (CGRWX) and Vanguard Equity Income Fund Investor Shares (VEIPX).
CGRWX is managed by Invesco. It was launched on Sep 16, 1985. VEIPX is managed by Vanguard. It was launched on Mar 21, 1988.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CGRWX or VEIPX.
Performance
CGRWX vs. VEIPX - Performance Comparison
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Key characteristics
CGRWX:
-0.26
VEIPX:
0.78
CGRWX:
-0.29
VEIPX:
1.00
CGRWX:
0.95
VEIPX:
1.14
CGRWX:
-0.28
VEIPX:
0.75
CGRWX:
-0.65
VEIPX:
3.00
CGRWX:
11.56%
VEIPX:
3.35%
CGRWX:
22.03%
VEIPX:
15.75%
CGRWX:
-61.15%
VEIPX:
-54.12%
CGRWX:
-16.40%
VEIPX:
-2.88%
Returns By Period
In the year-to-date period, CGRWX achieves a 1.41% return, which is significantly lower than VEIPX's 2.98% return. Over the past 10 years, CGRWX has underperformed VEIPX with an annualized return of 1.03%, while VEIPX has yielded a comparatively higher 9.96% annualized return.
CGRWX
1.41%
4.24%
-16.18%
-5.59%
-2.69%
9.14%
1.03%
VEIPX
2.98%
3.31%
-1.83%
12.13%
7.68%
13.40%
9.96%
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CGRWX vs. VEIPX - Expense Ratio Comparison
CGRWX has a 0.92% expense ratio, which is higher than VEIPX's 0.28% expense ratio.
Risk-Adjusted Performance
CGRWX vs. VEIPX — Risk-Adjusted Performance Rank
CGRWX
VEIPX
CGRWX vs. VEIPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Comstock Select Fund (CGRWX) and Vanguard Equity Income Fund Investor Shares (VEIPX). 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.
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Dividends
CGRWX vs. VEIPX - Dividend Comparison
CGRWX's dividend yield for the trailing twelve months is around 16.82%, more than VEIPX's 9.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGRWX Invesco Comstock Select Fund | 16.82% | 16.99% | 5.10% | 16.87% | 5.34% | 2.33% | 27.72% | 15.08% | 5.43% | 1.56% | 1.20% | 1.25% |
VEIPX Vanguard Equity Income Fund Investor Shares | 9.61% | 9.74% | 7.87% | 8.69% | 7.62% | 2.78% | 4.36% | 10.87% | 3.66% | 3.78% | 6.39% | 5.94% |
Drawdowns
CGRWX vs. VEIPX - Drawdown Comparison
The maximum CGRWX drawdown since its inception was -61.15%, which is greater than VEIPX's maximum drawdown of -54.12%. Use the drawdown chart below to compare losses from any high point for CGRWX and VEIPX.
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Volatility
CGRWX vs. VEIPX - Volatility Comparison
Invesco Comstock Select Fund (CGRWX) has a higher volatility of 4.89% compared to Vanguard Equity Income Fund Investor Shares (VEIPX) at 4.24%. This indicates that CGRWX's price experiences larger fluctuations and is considered to be riskier than VEIPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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