CIAOX vs. VIGIX
Compare and contrast key facts about Capital Advisors Growth Fund (CIAOX) and Vanguard Growth Index Fund Institutional Shares (VIGIX).
CIAOX is managed by Capital Advisors. It was launched on Dec 31, 1999. VIGIX is managed by Vanguard. It was launched on May 14, 1998.
Performance
CIAOX vs. VIGIX - Performance Comparison
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CIAOX vs. VIGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CIAOX Capital Advisors Growth Fund | -8.96% | 16.47% | 23.36% | 24.35% | -18.96% | 21.70% | 29.05% | 39.88% | -4.80% | 14.99% |
VIGIX Vanguard Growth Index Fund Institutional Shares | -13.83% | 19.44% | 32.68% | 46.77% | -33.13% | 27.27% | 40.19% | 37.26% | -3.34% | 27.81% |
Returns By Period
In the year-to-date period, CIAOX achieves a -8.96% return, which is significantly higher than VIGIX's -13.83% return. Over the past 10 years, CIAOX has underperformed VIGIX with an annualized return of 13.05%, while VIGIX has yielded a comparatively higher 15.58% annualized return.
CIAOX
- 1D
- -0.28%
- 1M
- -8.76%
- YTD
- -8.96%
- 6M
- -6.92%
- 1Y
- 11.07%
- 3Y*
- 15.41%
- 5Y*
- 9.03%
- 10Y*
- 13.05%
VIGIX
- 1D
- -0.57%
- 1M
- -8.83%
- YTD
- -13.83%
- 6M
- -12.31%
- 1Y
- 13.73%
- 3Y*
- 19.57%
- 5Y*
- 10.94%
- 10Y*
- 15.58%
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CIAOX vs. VIGIX - Expense Ratio Comparison
CIAOX has a 1.01% expense ratio, which is higher than VIGIX's 0.04% expense ratio.
Return for Risk
CIAOX vs. VIGIX — Risk / Return Rank
CIAOX
VIGIX
CIAOX vs. VIGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Advisors Growth Fund (CIAOX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). 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.
| CIAOX | VIGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 0.61 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.01 | 1.04 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.15 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.78 | 0.66 | +0.12 |
Martin ratioReturn relative to average drawdown | 2.96 | 2.38 | +0.58 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CIAOX | VIGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 0.61 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.49 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.73 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.43 | -0.13 |
Correlation
The correlation between CIAOX and VIGIX is 0.92, 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
CIAOX vs. VIGIX - Dividend Comparison
CIAOX's dividend yield for the trailing twelve months is around 4.73%, more than VIGIX's 0.47% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CIAOX Capital Advisors Growth Fund | 4.73% | 4.30% | 8.00% | 0.42% | 1.09% | 10.43% | 6.36% | 7.31% | 6.80% | 7.93% | 0.66% | 6.45% |
VIGIX Vanguard Growth Index Fund Institutional Shares | 0.47% | 0.41% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.15% | 1.40% | 1.31% |
Drawdowns
CIAOX vs. VIGIX - Drawdown Comparison
The maximum CIAOX drawdown since its inception was -66.49%, which is greater than VIGIX's maximum drawdown of -56.95%. Use the drawdown chart below to compare losses from any high point for CIAOX and VIGIX.
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Drawdown Indicators
| CIAOX | VIGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.49% | -56.95% | -9.54% |
Max Drawdown (1Y)Largest decline over 1 year | -11.74% | -16.51% | +4.77% |
Max Drawdown (5Y)Largest decline over 5 years | -24.22% | -35.62% | +11.40% |
Max Drawdown (10Y)Largest decline over 10 years | -28.96% | -35.62% | +6.66% |
Current DrawdownCurrent decline from peak | -11.74% | -16.51% | +4.77% |
Average DrawdownAverage peak-to-trough decline | -22.10% | -16.36% | -5.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.08% | 4.56% | -1.48% |
Volatility
CIAOX vs. VIGIX - Volatility Comparison
The current volatility for Capital Advisors Growth Fund (CIAOX) is 4.55%, while Vanguard Growth Index Fund Institutional Shares (VIGIX) has a volatility of 5.52%. This indicates that CIAOX experiences smaller price fluctuations and is considered to be less risky than VIGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CIAOX | VIGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.55% | 5.52% | -0.97% |
Volatility (6M)Calculated over the trailing 6-month period | 10.04% | 12.10% | -2.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.32% | 22.69% | -4.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.77% | 22.30% | -5.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.23% | 21.49% | -4.26% |