Correlation
The correlation between GPAFX and VEIPX is 0.90, 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.
GPAFX vs. VEIPX
Compare and contrast key facts about Victory RS Large Cap Alpha Fund (GPAFX) and Vanguard Equity Income Fund Investor Shares (VEIPX).
GPAFX is managed by Victory Capital. It was launched on Jun 1, 1972. VEIPX is managed by Vanguard. It was launched on Mar 21, 1988.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GPAFX or VEIPX.
Performance
GPAFX vs. VEIPX - Performance Comparison
Loading data...
Key characteristics
GPAFX:
0.59
VEIPX:
0.74
GPAFX:
0.83
VEIPX:
1.06
GPAFX:
1.12
VEIPX:
1.15
GPAFX:
0.57
VEIPX:
0.81
GPAFX:
2.13
VEIPX:
3.23
GPAFX:
3.71%
VEIPX:
3.35%
GPAFX:
15.04%
VEIPX:
15.69%
GPAFX:
-62.16%
VEIPX:
-54.12%
GPAFX:
-3.56%
VEIPX:
-2.74%
Returns By Period
In the year-to-date period, GPAFX achieves a 1.85% return, which is significantly lower than VEIPX's 3.13% return. Over the past 10 years, GPAFX has underperformed VEIPX with an annualized return of 8.90%, while VEIPX has yielded a comparatively higher 10.00% annualized return.
GPAFX
1.85%
3.20%
-3.56%
8.79%
10.08%
14.45%
8.90%
VEIPX
3.13%
3.36%
-1.92%
11.52%
8.01%
13.43%
10.00%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
GPAFX vs. VEIPX - Expense Ratio Comparison
GPAFX has a 0.89% expense ratio, which is higher than VEIPX's 0.28% expense ratio.
Risk-Adjusted Performance
GPAFX vs. VEIPX — Risk-Adjusted Performance Rank
GPAFX
VEIPX
GPAFX vs. VEIPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory RS Large Cap Alpha Fund (GPAFX) and Vanguard Equity Income Fund Investor Shares (VEIPX). 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.
Loading data...
Dividends
GPAFX vs. VEIPX - Dividend Comparison
GPAFX's dividend yield for the trailing twelve months is around 14.48%, more than VEIPX's 9.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GPAFX Victory RS Large Cap Alpha Fund | 14.48% | 14.75% | 1.12% | 9.93% | 12.50% | 3.80% | 3.84% | 21.74% | 8.36% | 6.84% | 13.78% | 12.63% |
VEIPX Vanguard Equity Income Fund Investor Shares | 9.60% | 9.74% | 7.87% | 8.69% | 7.62% | 2.78% | 4.36% | 10.87% | 3.66% | 3.78% | 6.39% | 5.94% |
Drawdowns
GPAFX vs. VEIPX - Drawdown Comparison
The maximum GPAFX drawdown since its inception was -62.16%, which is greater than VEIPX's maximum drawdown of -54.12%. Use the drawdown chart below to compare losses from any high point for GPAFX and VEIPX.
Loading data...
Volatility
GPAFX vs. VEIPX - Volatility Comparison
Victory RS Large Cap Alpha Fund (GPAFX) and Vanguard Equity Income Fund Investor Shares (VEIPX) have volatilities of 4.05% and 4.24%, 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.
Loading data...