DGIFX vs. VTIVX
Compare and contrast key facts about Disciplined Growth Investors Fund (DGIFX) and Vanguard Target Retirement 2045 Fund (VTIVX).
DGIFX is managed by DGI. It was launched on Aug 11, 2011. VTIVX is managed by Vanguard. It was launched on Oct 27, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DGIFX or VTIVX.
Correlation
The correlation between DGIFX and VTIVX is 0.87, 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
DGIFX vs. VTIVX - Performance Comparison
Key characteristics
DGIFX:
-0.50
VTIVX:
1.63
DGIFX:
-0.48
VTIVX:
2.25
DGIFX:
0.91
VTIVX:
1.30
DGIFX:
-0.45
VTIVX:
2.52
DGIFX:
-0.73
VTIVX:
9.22
DGIFX:
14.82%
VTIVX:
1.77%
DGIFX:
21.47%
VTIVX:
10.07%
DGIFX:
-33.74%
VTIVX:
-51.69%
DGIFX:
-16.29%
VTIVX:
-0.23%
Returns By Period
In the year-to-date period, DGIFX achieves a 2.79% return, which is significantly lower than VTIVX's 4.42% return. Over the past 10 years, DGIFX has underperformed VTIVX with an annualized return of 4.87%, while VTIVX has yielded a comparatively higher 8.51% annualized return.
DGIFX
2.79%
-1.81%
4.29%
-10.01%
3.97%
4.87%
VTIVX
4.42%
1.91%
6.43%
16.60%
9.35%
8.51%
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DGIFX vs. VTIVX - Expense Ratio Comparison
DGIFX has a 0.78% expense ratio, which is higher than VTIVX's 0.08% expense ratio.
Risk-Adjusted Performance
DGIFX vs. VTIVX — Risk-Adjusted Performance Rank
DGIFX
VTIVX
DGIFX vs. VTIVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Disciplined Growth Investors Fund (DGIFX) and Vanguard Target Retirement 2045 Fund (VTIVX). 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
DGIFX vs. VTIVX - Dividend Comparison
DGIFX's dividend yield for the trailing twelve months is around 1.06%, less than VTIVX's 2.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGIFX Disciplined Growth Investors Fund | 1.06% | 1.09% | 0.77% | 0.77% | 0.26% | 0.59% | 0.76% | 0.87% | 0.51% | 0.62% | 0.62% | 0.43% |
VTIVX Vanguard Target Retirement 2045 Fund | 2.21% | 2.31% | 2.28% | 2.13% | 2.22% | 1.60% | 2.23% | 2.39% | 1.90% | 1.99% | 2.17% | 2.05% |
Drawdowns
DGIFX vs. VTIVX - Drawdown Comparison
The maximum DGIFX drawdown since its inception was -33.74%, smaller than the maximum VTIVX drawdown of -51.69%. Use the drawdown chart below to compare losses from any high point for DGIFX and VTIVX. For additional features, visit the drawdowns tool.
Volatility
DGIFX vs. VTIVX - Volatility Comparison
Disciplined Growth Investors Fund (DGIFX) has a higher volatility of 4.02% compared to Vanguard Target Retirement 2045 Fund (VTIVX) at 2.36%. This indicates that DGIFX's price experiences larger fluctuations and is considered to be riskier than VTIVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.