CHAIX vs. VPMCX

Last updated Aug 5, 2026

CHAIX (Chase Growth Fund Institutional Class) and VPMCX (Vanguard PRIMECAP Fund Investor Shares) are both Large Cap Growth Equities funds. Both are actively managed. Over the past 10 years, CHAIX returned 17.56%/yr vs 16.58%/yr for VPMCX. Their correlation of 0.89 means they have usually moved in the same direction. CHAIX charges 1.00%/yr vs 0.35%/yr for VPMCX.

Performance

CHAIX vs. VPMCX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Chase Growth Fund Institutional Class (CHAIX) and Vanguard PRIMECAP Fund Investor Shares (VPMCX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, CHAIX achieves a 23.79% return, which is significantly higher than VPMCX's 21.86% return. Over the past 10 years, CHAIX has outperformed VPMCX with an annualized return of 17.56%, while VPMCX has yielded a comparatively lower 16.58% annualized return.

CHAIX

• 1D: 1.45%
• 1M: 0.37%
• 6M: 18.85%
• YTD: 23.79%
• 1Y: 36.55%
• 3Y*: 31.58%
• 5Y*: 16.96%
• 10Y*: 17.56%
• ALL TIME*: 11.78%

VPMCX

• 1D: 0.95%
• 1M: -3.00%
• 6M: 15.94%
• YTD: 21.86%
• 1Y: 46.33%
• 3Y*: 24.73%
• 5Y*: 14.92%
• 10Y*: 16.58%
• ALL TIME*: 15.28%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
CHAIX Chase Growth Fund Institutional Class	$0.00	$0.00	$0.00
VPMCX Vanguard PRIMECAP Fund Investor Shares	$0.00	$0.00	$0.00

CHAIX vs. VPMCX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
CHAIX Chase Growth Fund Institutional Class	23.79%	20.67%	38.77%	26.00%	-20.32%	22.36%	18.41%	41.69%	-3.87%	24.73%
VPMCX Vanguard PRIMECAP Fund Investor Shares	21.86%	29.60%	13.23%	28.16%	-15.22%	21.64%	17.16%	27.78%	-1.99%	28.17%

Correlation

The correlation between CHAIX and VPMCX is 0.83, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.83
Correlation (3Y) Balances recent behavior with more history.	0.83
Correlation (5Y) Shows whether the relationship held over a longer period.	0.86
Correlation (10Y) Provides a long-term view across more market conditions.	0.86
Correlation (All Time) Calculated using the full available price history since Jan 29, 2007	0.89

The correlation between CHAIX and VPMCX has been stable across timeframes, ranging from 0.83 to 0.89 - a consistent structural relationship.

Return for Risk

CHAIX vs. VPMCX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

CHAIX

CHAIX Risk / Return Rank: 83
CHAIX Sharpe Ratio Rank: 81
CHAIX Sortino Ratio Rank: 76
CHAIX Omega Ratio Rank: 71
CHAIX Calmar Ratio Rank: 92
CHAIX Martin Ratio Rank: 93

VPMCX

VPMCX Risk / Return Rank: 93
VPMCX Sharpe Ratio Rank: 95
VPMCX Sortino Ratio Rank: 92
VPMCX Omega Ratio Rank: 88
VPMCX Calmar Ratio Rank: 94
VPMCX Martin Ratio Rank: 94

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

CHAIX vs. VPMCX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Chase Growth Fund Institutional Class (CHAIX) and Vanguard PRIMECAP Fund Investor Shares (VPMCX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	CHAIX	VPMCX	Difference
Sharpe ratio: Return per unit of total volatility	2.04	2.57	-0.53
Sortino ratio: Return per unit of downside risk	2.74	3.45	-0.71
Omega ratio: Gain probability vs. loss probability	1.34	1.45	-0.11
Calmar ratio: Return relative to maximum drawdown	3.97	4.15	-0.18
Martin ratio: Return relative to average drawdown	15.47	15.31	+0.16

CHAIX vs. VPMCX - Sharpe Ratio Comparison

The current CHAIX Sharpe Ratio is 2.04, which is comparable to the VPMCX Sharpe Ratio of 2.57. The chart below compares the historical Sharpe Ratios of CHAIX and VPMCX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

CHAIX vs. VPMCX - Drawdown Comparison

The maximum CHAIX drawdown since its inception was -50.61%, roughly equal to the maximum VPMCX drawdown of -50.45%. Use the drawdown chart below to compare losses from any high point for CHAIX and VPMCX.

Drawdown Indicators

	CHAIX	VPMCX	Difference
Max Drawdown Largest peak-to-trough decline	-50.61%	-50.45%	-0.16%
Max Drawdown (1Y) Largest decline over 1 year	-9.86%	-11.73%	+1.87%
Max Drawdown (3Y) Largest decline over 3 years	-23.40%	-20.56%	-2.84%
Max Drawdown (5Y) Largest decline over 5 years	-24.58%	-25.25%	+0.67%
Max Drawdown (10Y) Largest decline over 10 years	-30.36%	-32.65%	+2.29%
Current Drawdown Current decline from peak	-2.68%	-6.60%	+3.92%
Average Drawdown Average peak-to-trough decline	-10.32%	-7.39%	-2.93%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.52%	3.17%	-0.65%

Volatility

CHAIX vs. VPMCX - Volatility Comparison

Chase Growth Fund Institutional Class (CHAIX) has a higher volatility of 6.34% compared to Vanguard PRIMECAP Fund Investor Shares (VPMCX) at 5.84%. This indicates that CHAIX's price experiences larger fluctuations and is considered to be riskier than VPMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CHAIX	VPMCX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.34%	5.84%	+0.50%
Volatility (6M) Calculated over the trailing 6-month period	15.31%	16.14%	-0.83%
Volatility (1Y) Calculated over the trailing 1-year period	19.28%	19.02%	+0.26%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.89%	18.81%	+0.08%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.19%	19.40%	-0.21%

CHAIX vs. VPMCX - Expense Ratio Comparison

CHAIX has a 1.00% expense ratio, which is higher than VPMCX's 0.35% expense ratio.

Dividends

CHAIX vs. VPMCX - Dividend Comparison

CHAIX's dividend yield for the trailing twelve months is around 6.63%, less than VPMCX's 13.42% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CHAIX Chase Growth Fund Institutional Class	6.63%	8.20%	18.32%	5.36%	5.09%	18.78%	7.39%	21.65%	12.33%	11.44%	8.83%	9.93%
VPMCX Vanguard PRIMECAP Fund Investor Shares	13.42%	16.36%	6.62%	7.16%	9.85%	10.08%	9.74%	7.15%	8.32%	4.53%	5.05%	5.91%

Frequently Asked Questions

Can I hold both CHAIX and VPMCX in my portfolio?

CHAIX and VPMCX have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, CHAIX or VPMCX?

CHAIX has higher volatility (6.34%) compared to VPMCX (5.84%). In terms of maximum drawdown, CHAIX dropped -50.61% vs VPMCX's -50.45%.

Which has better risk-adjusted returns?

VPMCX currently has the higher Sharpe Ratio (2.57 vs 2.04), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.