FPACX vs. VFINX

In the year-to-date period, FPACX achieves a 4.43% return, which is significantly higher than VFINX's 1.86% return. Over the past 10 years, FPACX has underperformed VFINX with an annualized return of 7.94%, while VFINX has yielded a comparatively higher 12.75% annualized return.

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FPACX has a 1.00% expense ratio, which is higher than VFINX's 0.14% expense ratio.

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.

The current FPACX Sharpe Ratio is 0.84, which is comparable to the VFINX Sharpe Ratio of 0.71. The chart below compares the historical Sharpe Ratios of FPACX and VFINX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FPACX's dividend yield for the trailing twelve months is around 8.92%, more than VFINX's 1.17% yield.

The maximum FPACX drawdown since its inception was -31.59%, 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. For additional features, visit the drawdowns tool.

The current volatility for FPA Crescent Fund (FPACX) is 2.77%, while Vanguard 500 Index Fund Investor Shares (VFINX) has a volatility of 5.47%. 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.