HRCVX vs. VDIGX
Compare and contrast key facts about Carillon Eagle Growth & Income Fund (HRCVX) and Vanguard Dividend Growth Fund (VDIGX).
HRCVX is managed by Carillon Family of Funds. It was launched on Dec 15, 1986. VDIGX is managed by Vanguard. It was launched on May 15, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HRCVX or VDIGX.
Correlation
The correlation between HRCVX and VDIGX is 0.83, 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
HRCVX vs. VDIGX - Performance Comparison
Key characteristics
HRCVX:
0.14
VDIGX:
-0.09
HRCVX:
0.26
VDIGX:
-0.02
HRCVX:
1.06
VDIGX:
1.00
HRCVX:
0.11
VDIGX:
-0.08
HRCVX:
0.48
VDIGX:
-0.25
HRCVX:
5.31%
VDIGX:
4.57%
HRCVX:
18.23%
VDIGX:
13.04%
HRCVX:
-57.19%
VDIGX:
-46.89%
HRCVX:
-17.96%
VDIGX:
-11.52%
Returns By Period
In the year-to-date period, HRCVX achieves a 4.28% return, which is significantly higher than VDIGX's 2.26% return. Over the past 10 years, HRCVX has underperformed VDIGX with an annualized return of 3.26%, while VDIGX has yielded a comparatively higher 6.71% annualized return.
HRCVX
4.28%
3.72%
-0.86%
2.98%
0.85%
3.26%
VDIGX
2.26%
3.00%
-3.35%
-1.14%
5.07%
6.71%
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HRCVX vs. VDIGX - Expense Ratio Comparison
HRCVX has a 0.96% expense ratio, which is higher than VDIGX's 0.27% expense ratio.
Risk-Adjusted Performance
HRCVX vs. VDIGX — Risk-Adjusted Performance Rank
HRCVX
VDIGX
HRCVX vs. VDIGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Carillon Eagle Growth & Income Fund (HRCVX) and Vanguard Dividend Growth Fund (VDIGX). 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
HRCVX vs. VDIGX - Dividend Comparison
HRCVX's dividend yield for the trailing twelve months is around 2.00%, more than VDIGX's 1.83% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HRCVX Carillon Eagle Growth & Income Fund | 2.00% | 2.08% | 1.73% | 1.69% | 1.36% | 1.66% | 1.80% | 2.17% | 1.65% | 1.89% | 1.67% | 3.03% |
VDIGX Vanguard Dividend Growth Fund | 1.83% | 1.87% | 1.69% | 1.67% | 1.46% | 1.62% | 1.72% | 2.15% | 1.92% | 1.92% | 1.93% | 1.91% |
Drawdowns
HRCVX vs. VDIGX - Drawdown Comparison
The maximum HRCVX drawdown since its inception was -57.19%, which is greater than VDIGX's maximum drawdown of -46.89%. Use the drawdown chart below to compare losses from any high point for HRCVX and VDIGX. For additional features, visit the drawdowns tool.
Volatility
HRCVX vs. VDIGX - Volatility Comparison
Carillon Eagle Growth & Income Fund (HRCVX) and Vanguard Dividend Growth Fund (VDIGX) have volatilities of 3.50% and 3.39%, 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.