DDVIX vs. WLGAX
Compare and contrast key facts about Delaware Value Fund (DDVIX) and Delaware Ivy Large Cap Growth Fund (WLGAX).
DDVIX is managed by Delaware Funds. It was launched on Sep 14, 1998. WLGAX is managed by Delaware Funds. It was launched on Jun 30, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DDVIX or WLGAX.
Correlation
The correlation between DDVIX and WLGAX 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.
Performance
DDVIX vs. WLGAX - Performance Comparison
Key characteristics
DDVIX:
-0.89
WLGAX:
0.44
DDVIX:
-0.94
WLGAX:
0.76
DDVIX:
0.77
WLGAX:
1.11
DDVIX:
-0.49
WLGAX:
0.46
DDVIX:
-1.44
WLGAX:
1.76
DDVIX:
17.30%
WLGAX:
5.06%
DDVIX:
27.94%
WLGAX:
20.31%
DDVIX:
-55.85%
WLGAX:
-49.78%
DDVIX:
-47.00%
WLGAX:
-11.11%
Returns By Period
In the year-to-date period, DDVIX achieves a -4.97% return, which is significantly higher than WLGAX's -7.51% return. Over the past 10 years, DDVIX has underperformed WLGAX with an annualized return of -1.84%, while WLGAX has yielded a comparatively higher 13.98% annualized return.
DDVIX
-4.97%
-4.30%
-29.08%
-24.44%
-5.00%
-1.84%
WLGAX
-7.51%
-0.47%
-5.75%
7.51%
15.44%
13.98%
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DDVIX vs. WLGAX - Expense Ratio Comparison
DDVIX has a 0.68% expense ratio, which is lower than WLGAX's 0.89% expense ratio.
Risk-Adjusted Performance
DDVIX vs. WLGAX — Risk-Adjusted Performance Rank
DDVIX
WLGAX
DDVIX vs. WLGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Value Fund (DDVIX) and Delaware Ivy Large Cap Growth Fund (WLGAX). 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
DDVIX vs. WLGAX - Dividend Comparison
DDVIX's dividend yield for the trailing twelve months is around 2.36%, more than WLGAX's 1.79% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DDVIX Delaware Value Fund | 2.36% | 2.24% | 2.02% | 1.89% | 1.84% | 1.97% | 1.88% | 1.98% | 1.61% | 1.70% | 1.89% | 1.59% |
WLGAX Delaware Ivy Large Cap Growth Fund | 1.79% | 1.66% | 3.07% | 12.91% | 9.68% | 6.56% | 12.84% | 14.16% | 4.45% | 5.19% | 6.43% | 7.61% |
Drawdowns
DDVIX vs. WLGAX - Drawdown Comparison
The maximum DDVIX drawdown since its inception was -55.85%, which is greater than WLGAX's maximum drawdown of -49.78%. Use the drawdown chart below to compare losses from any high point for DDVIX and WLGAX. For additional features, visit the drawdowns tool.
Volatility
DDVIX vs. WLGAX - Volatility Comparison
The current volatility for Delaware Value Fund (DDVIX) is 11.31%, while Delaware Ivy Large Cap Growth Fund (WLGAX) has a volatility of 14.12%. This indicates that DDVIX experiences smaller price fluctuations and is considered to be less risky than WLGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.