DGIFX vs. VEIPX

In the year-to-date period, DGIFX achieves a -4.96% return, which is significantly lower than VEIPX's 3.13% return. Over the past 10 years, DGIFX has underperformed VEIPX with an annualized return of 9.18%, while VEIPX has yielded a comparatively higher 10.00% annualized return.

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DGIFX has a 0.78% expense ratio, which is higher than VEIPX's 0.28% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Disciplined Growth Investors Fund (DGIFX) 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.

The current DGIFX Sharpe Ratio is -0.22, which is lower than the VEIPX Sharpe Ratio of 0.74. The chart below compares the historical Sharpe Ratios of DGIFX and VEIPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DGIFX's dividend yield for the trailing twelve months is around 22.13%, more than VEIPX's 9.60% yield.

The maximum DGIFX drawdown since its inception was -29.29%, smaller than the maximum VEIPX drawdown of -54.12%. Use the drawdown chart below to compare losses from any high point for DGIFX and VEIPX.

Disciplined Growth Investors Fund (DGIFX) has a higher volatility of 5.24% compared to Vanguard Equity Income Fund Investor Shares (VEIPX) at 4.24%. This indicates that DGIFX'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.