EGFIX vs. V
Compare and contrast key facts about Edgewood Growth Fund (EGFIX) and Visa Inc. (V).
EGFIX is managed by Edgewood. It was launched on Feb 28, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EGFIX or V.
Correlation
The correlation between EGFIX and V is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
EGFIX vs. V - Performance Comparison
Key characteristics
EGFIX:
0.14
V:
1.38
EGFIX:
0.31
V:
1.87
EGFIX:
1.06
V:
1.26
EGFIX:
0.09
V:
1.86
EGFIX:
0.83
V:
4.72
EGFIX:
4.04%
V:
4.90%
EGFIX:
24.44%
V:
16.84%
EGFIX:
-54.64%
V:
-51.90%
EGFIX:
-32.95%
V:
-0.34%
Returns By Period
In the year-to-date period, EGFIX achieves a 3.11% return, which is significantly lower than V's 22.78% return. Over the past 10 years, EGFIX has underperformed V with an annualized return of 8.19%, while V has yielded a comparatively higher 17.75% annualized return.
EGFIX
3.11%
-16.45%
-10.53%
3.42%
3.23%
8.19%
V
22.78%
2.36%
15.26%
23.69%
11.90%
17.75%
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Risk-Adjusted Performance
EGFIX vs. V - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Edgewood Growth Fund (EGFIX) and Visa Inc. (V). 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
EGFIX vs. V - Dividend Comparison
EGFIX has not paid dividends to shareholders, while V's dividend yield for the trailing twelve months is around 0.68%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EGFIX Edgewood Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% | 0.00% | 0.00% |
V Visa Inc. | 0.68% | 0.72% | 0.76% | 0.62% | 0.56% | 0.56% | 0.67% | 0.61% | 0.75% | 0.64% | 0.64% | 0.62% |
Drawdowns
EGFIX vs. V - Drawdown Comparison
The maximum EGFIX drawdown since its inception was -54.64%, which is greater than V's maximum drawdown of -51.90%. Use the drawdown chart below to compare losses from any high point for EGFIX and V. For additional features, visit the drawdowns tool.
Volatility
EGFIX vs. V - Volatility Comparison
Edgewood Growth Fund (EGFIX) has a higher volatility of 19.69% compared to Visa Inc. (V) at 4.49%. This indicates that EGFIX's price experiences larger fluctuations and is considered to be riskier than V based on this measure. The chart below showcases a comparison of their rolling one-month volatility.