EGFIX vs. VADGX
Compare and contrast key facts about Edgewood Growth Fund (EGFIX) and Vanguard Advice Select Dividend Growth Fund (VADGX).
EGFIX is managed by Edgewood. It was launched on Feb 28, 2006. VADGX is managed by Vanguard. It was launched on Nov 9, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EGFIX or VADGX.
Key characteristics
| EGFIX | VADGX | |
|---|---|---|
| YTD Return | 23.14% | 15.05% |
| 1Y Return | 34.31% | 20.75% |
| 3Y Return (Ann) | -6.25% | 8.25% |
| Sharpe Ratio | 2.25 | 2.43 |
| Sortino Ratio | 3.02 | 3.28 |
| Omega Ratio | 1.40 | 1.43 |
| Calmar Ratio | 0.94 | 4.33 |
| Martin Ratio | 11.90 | 13.89 |
| Ulcer Index | 3.20% | 1.58% |
| Daily Std Dev | 16.93% | 9.03% |
| Max Drawdown | -54.64% | -15.75% |
| Current Drawdown | -19.92% | -1.35% |
Correlation
The correlation between EGFIX and VADGX is 0.71, 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
EGFIX vs. VADGX - Performance Comparison
In the year-to-date period, EGFIX achieves a 23.14% return, which is significantly higher than VADGX's 15.05% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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EGFIX vs. VADGX - Expense Ratio Comparison
EGFIX has a 1.00% expense ratio, which is higher than VADGX's 0.45% expense ratio.
Risk-Adjusted Performance
EGFIX vs. VADGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Edgewood Growth Fund (EGFIX) and Vanguard Advice Select Dividend Growth Fund (VADGX). 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. VADGX - Dividend Comparison
EGFIX has not paid dividends to shareholders, while VADGX's dividend yield for the trailing twelve months is around 1.21%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
EGFIX Edgewood Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% |
VADGX Vanguard Advice Select Dividend Growth Fund | 1.21% | 1.21% | 0.81% | 0.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
EGFIX vs. VADGX - Drawdown Comparison
The maximum EGFIX drawdown since its inception was -54.64%, which is greater than VADGX's maximum drawdown of -15.75%. Use the drawdown chart below to compare losses from any high point for EGFIX and VADGX. For additional features, visit the drawdowns tool.
Volatility
EGFIX vs. VADGX - Volatility Comparison
Edgewood Growth Fund (EGFIX) has a higher volatility of 4.33% compared to Vanguard Advice Select Dividend Growth Fund (VADGX) at 2.73%. This indicates that EGFIX's price experiences larger fluctuations and is considered to be riskier than VADGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.