DGIFX vs. VTI

In the year-to-date period, DGIFX achieves a -4.96% return, which is significantly lower than VTI's 0.38% return. Over the past 10 years, DGIFX has underperformed VTI with an annualized return of 9.18%, while VTI has yielded a comparatively higher 12.13% annualized return.

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DGIFX has a 0.78% expense ratio, which is higher than VTI's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Disciplined Growth Investors Fund (DGIFX) and Vanguard Total Stock Market ETF (VTI). 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 VTI Sharpe Ratio of 0.68. The chart below compares the historical Sharpe Ratios of DGIFX and VTI, 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 VTI's 1.29% yield.

The maximum DGIFX drawdown since its inception was -29.29%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for DGIFX and VTI.

Disciplined Growth Investors Fund (DGIFX) has a higher volatility of 5.24% compared to Vanguard Total Stock Market ETF (VTI) at 4.90%. This indicates that DGIFX's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.