FPACX vs. VFINX
Compare and contrast key facts about FPA Crescent Fund (FPACX) and Vanguard 500 Index Fund Investor Shares (VFINX).
FPACX is managed by FPA. It was launched on Jun 1, 1993. VFINX is managed by Vanguard.
Performance
FPACX vs. VFINX - Performance Comparison
Loading graphics...
FPACX vs. VFINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FPACX FPA Crescent Fund | -1.55% | 17.69% | 12.42% | 20.30% | -9.20% | 15.09% | 12.14% | 20.03% | -7.42% | 10.38% |
VFINX Vanguard 500 Index Fund Investor Shares | -4.37% | 17.71% | 24.84% | 26.12% | -18.24% | 28.53% | 18.20% | 31.33% | -4.55% | 21.66% |
Returns By Period
In the year-to-date period, FPACX achieves a -1.55% return, which is significantly higher than VFINX's -4.37% return. Over the past 10 years, FPACX has underperformed VFINX with an annualized return of 9.54%, while VFINX has yielded a comparatively higher 13.92% annualized return.
FPACX
- 1D
- 1.78%
- 1M
- -4.07%
- YTD
- -1.55%
- 6M
- 1.31%
- 1Y
- 15.92%
- 3Y*
- 14.00%
- 5Y*
- 8.12%
- 10Y*
- 9.54%
VFINX
- 1D
- 2.92%
- 1M
- -5.04%
- YTD
- -4.37%
- 6M
- -2.20%
- 1Y
- 17.19%
- 3Y*
- 18.15%
- 5Y*
- 11.64%
- 10Y*
- 13.92%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FPACX vs. VFINX - Expense Ratio Comparison
FPACX has a 1.00% expense ratio, which is higher than VFINX's 0.14% expense ratio.
Return for Risk
FPACX vs. VFINX — Risk / Return Rank
FPACX
VFINX
FPACX vs. VFINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for FPA Crescent Fund (FPACX) and Vanguard 500 Index Fund Investor Shares (VFINX). 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.
| FPACX | VFINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.44 | 0.97 | +0.48 |
Sortino ratioReturn per unit of downside risk | 2.09 | 1.48 | +0.61 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.23 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.17 | 1.51 | +0.66 |
Martin ratioReturn relative to average drawdown | 7.75 | 7.24 | +0.51 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FPACX | VFINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.44 | 0.97 | +0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.69 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.77 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.87 | 0.60 | +0.27 |
Correlation
The correlation between FPACX and VFINX is 0.78, 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
FPACX vs. VFINX - Dividend Comparison
FPACX's dividend yield for the trailing twelve months is around 9.75%, more than VFINX's 1.08% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPACX FPA Crescent Fund | 9.75% | 9.60% | 7.95% | 3.72% | 0.77% | 11.62% | 4.80% | 4.65% | 8.87% | 3.70% | 4.98% | 6.34% |
VFINX Vanguard 500 Index Fund Investor Shares | 1.08% | 1.02% | 1.14% | 1.36% | 1.57% | 1.15% | 1.45% | 1.77% | 1.94% | 1.69% | 1.92% | 1.99% |
Drawdowns
FPACX vs. VFINX - Drawdown Comparison
The maximum FPACX drawdown since its inception was -31.60%, smaller than the maximum VFINX drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for FPACX and VFINX.
Loading graphics...
Drawdown Indicators
| FPACX | VFINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.60% | -55.25% | +23.65% |
Max Drawdown (1Y)Largest decline over 1 year | -7.37% | -12.12% | +4.75% |
Max Drawdown (5Y)Largest decline over 5 years | -18.47% | -24.59% | +6.12% |
Max Drawdown (10Y)Largest decline over 10 years | -29.46% | -33.83% | +4.37% |
Current DrawdownCurrent decline from peak | -5.54% | -6.26% | +0.72% |
Average DrawdownAverage peak-to-trough decline | -3.89% | -8.31% | +4.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.07% | 2.53% | -0.46% |
Volatility
FPACX vs. VFINX - Volatility Comparison
The current volatility for FPA Crescent Fund (FPACX) is 3.83%, while Vanguard 500 Index Fund Investor Shares (VFINX) has a volatility of 5.35%. This indicates that FPACX experiences smaller price fluctuations and is considered to be less risky than VFINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FPACX | VFINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.83% | 5.35% | -1.52% |
Volatility (6M)Calculated over the trailing 6-month period | 6.61% | 9.53% | -2.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.20% | 18.32% | -7.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.88% | 16.91% | -5.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.18% | 18.05% | -4.87% |