DCGTX vs. VFIAX
Compare and contrast key facts about Jackson Square SMID-Cap Growth Fund (DCGTX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
DCGTX is managed by Jackson Square. It was launched on Dec 1, 2003. VFIAX 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: DCGTX or VFIAX.
Correlation
The correlation between DCGTX and VFIAX is 0.81, 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
DCGTX vs. VFIAX - Performance Comparison
Key characteristics
DCGTX:
0.01
VFIAX:
1.75
DCGTX:
0.13
VFIAX:
2.35
DCGTX:
1.02
VFIAX:
1.32
DCGTX:
0.00
VFIAX:
2.66
DCGTX:
0.03
VFIAX:
10.99
DCGTX:
5.02%
VFIAX:
2.04%
DCGTX:
17.69%
VFIAX:
12.89%
DCGTX:
-66.90%
VFIAX:
-55.20%
DCGTX:
-58.92%
VFIAX:
-2.12%
Returns By Period
In the year-to-date period, DCGTX achieves a -2.41% return, which is significantly lower than VFIAX's 2.41% return. Over the past 10 years, DCGTX has underperformed VFIAX with an annualized return of -0.11%, while VFIAX has yielded a comparatively higher 13.01% annualized return.
DCGTX
-2.41%
-6.94%
-2.25%
-0.60%
-6.53%
-0.11%
VFIAX
2.41%
-1.09%
7.40%
19.76%
14.24%
13.01%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DCGTX vs. VFIAX - Expense Ratio Comparison
DCGTX has a 0.82% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
DCGTX vs. VFIAX — Risk-Adjusted Performance Rank
DCGTX
VFIAX
DCGTX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Jackson Square SMID-Cap Growth Fund (DCGTX) 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.
Dividends
DCGTX vs. VFIAX - Dividend Comparison
DCGTX has not paid dividends to shareholders, while VFIAX's dividend yield for the trailing twelve months is around 1.21%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DCGTX Jackson Square SMID-Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.09% | 0.31% | 0.00% | 0.25% | 0.12% | 0.44% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.21% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
DCGTX vs. VFIAX - Drawdown Comparison
The maximum DCGTX drawdown since its inception was -66.90%, which is greater than VFIAX's maximum drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for DCGTX and VFIAX. For additional features, visit the drawdowns tool.
Volatility
DCGTX vs. VFIAX - Volatility Comparison
Jackson Square SMID-Cap Growth Fund (DCGTX) has a higher volatility of 4.31% compared to Vanguard 500 Index Fund Admiral Shares (VFIAX) at 3.43%. This indicates that DCGTX's price experiences larger fluctuations and is considered to be riskier than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.