EGFIX vs. VIGAX
Compare and contrast key facts about Edgewood Growth Fund (EGFIX) and Vanguard Growth Index Fund Admiral Shares (VIGAX).
EGFIX is managed by Edgewood. It was launched on Feb 28, 2006. VIGAX is managed by Vanguard. It was launched on Nov 13, 2000.
Performance
EGFIX vs. VIGAX - Performance Comparison
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EGFIX vs. VIGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EGFIX Edgewood Growth Fund | -15.94% | 7.44% | 18.38% | 39.74% | -40.51% | 23.71% | 42.24% | 34.18% | 2.22% | 34.81% |
VIGAX Vanguard Growth Index Fund Admiral Shares | -13.83% | 19.43% | 32.67% | 46.76% | -33.14% | 27.26% | 40.18% | 37.23% | -3.35% | 27.80% |
Returns By Period
In the year-to-date period, EGFIX achieves a -15.94% return, which is significantly lower than VIGAX's -13.83% return. Over the past 10 years, EGFIX has underperformed VIGAX with an annualized return of 11.87%, while VIGAX has yielded a comparatively higher 15.56% annualized return.
EGFIX
- 1D
- -0.53%
- 1M
- -10.41%
- YTD
- -15.94%
- 6M
- -14.29%
- 1Y
- -2.00%
- 3Y*
- 9.07%
- 5Y*
- 1.61%
- 10Y*
- 11.87%
VIGAX
- 1D
- -0.57%
- 1M
- -8.83%
- YTD
- -13.83%
- 6M
- -12.31%
- 1Y
- 13.72%
- 3Y*
- 19.56%
- 5Y*
- 10.93%
- 10Y*
- 15.56%
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EGFIX vs. VIGAX - Expense Ratio Comparison
EGFIX has a 1.00% expense ratio, which is higher than VIGAX's 0.05% expense ratio.
Return for Risk
EGFIX vs. VIGAX — Risk / Return Rank
EGFIX
VIGAX
EGFIX vs. VIGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Edgewood Growth Fund (EGFIX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). 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.
| EGFIX | VIGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.09 | 0.61 | -0.70 |
Sortino ratioReturn per unit of downside risk | 0.03 | 1.04 | -1.02 |
Omega ratioGain probability vs. loss probability | 1.00 | 1.15 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | -0.26 | 0.66 | -0.91 |
Martin ratioReturn relative to average drawdown | -0.86 | 2.37 | -3.24 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EGFIX | VIGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.09 | 0.61 | -0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.49 | -0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.73 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.43 | +0.02 |
Correlation
The correlation between EGFIX and VIGAX is 0.93, 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.
Dividends
EGFIX vs. VIGAX - Dividend Comparison
EGFIX's dividend yield for the trailing twelve months is around 58.93%, more than VIGAX's 0.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EGFIX Edgewood Growth Fund | 58.93% | 49.54% | 17.57% | 0.00% | 15.16% | 5.77% | 5.79% | 0.28% | 4.96% | 1.30% | 2.15% | 3.26% |
VIGAX Vanguard Growth Index Fund Admiral Shares | 0.46% | 0.40% | 0.46% | 0.57% | 0.69% | 0.47% | 0.66% | 0.94% | 1.31% | 1.14% | 1.39% | 1.31% |
Drawdowns
EGFIX vs. VIGAX - Drawdown Comparison
The maximum EGFIX drawdown since its inception was -52.01%, roughly equal to the maximum VIGAX drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for EGFIX and VIGAX.
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Drawdown Indicators
| EGFIX | VIGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.01% | -50.66% | -1.35% |
Max Drawdown (1Y)Largest decline over 1 year | -18.32% | -16.51% | -1.81% |
Max Drawdown (5Y)Largest decline over 5 years | -49.42% | -35.63% | -13.79% |
Max Drawdown (10Y)Largest decline over 10 years | -49.42% | -35.63% | -13.79% |
Current DrawdownCurrent decline from peak | -23.97% | -16.51% | -7.46% |
Average DrawdownAverage peak-to-trough decline | -10.93% | -12.02% | +1.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.42% | 4.57% | +0.85% |
Volatility
EGFIX vs. VIGAX - Volatility Comparison
Edgewood Growth Fund (EGFIX) and Vanguard Growth Index Fund Admiral Shares (VIGAX) have volatilities of 5.45% and 5.52%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EGFIX | VIGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.45% | 5.52% | -0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 12.91% | 12.10% | +0.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.24% | 22.69% | -0.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.14% | 22.30% | +2.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.49% | 21.49% | +2.00% |