KCVIX vs. VIGAX
Compare and contrast key facts about Knights of Columbus Large Cap Value Fund (KCVIX) and Vanguard Growth Index Fund Admiral Shares (VIGAX).
KCVIX is managed by Catholic Investor. It was launched on Feb 27, 2015. VIGAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KCVIX or VIGAX.
Correlation
The correlation between KCVIX and VIGAX is 0.72, 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
KCVIX vs. VIGAX - Performance Comparison
Key characteristics
KCVIX:
0.93
VIGAX:
1.68
KCVIX:
1.21
VIGAX:
2.24
KCVIX:
1.19
VIGAX:
1.30
KCVIX:
0.84
VIGAX:
2.31
KCVIX:
2.53
VIGAX:
8.72
KCVIX:
4.80%
VIGAX:
3.43%
KCVIX:
13.05%
VIGAX:
17.76%
KCVIX:
-39.82%
VIGAX:
-50.66%
KCVIX:
-9.64%
VIGAX:
0.00%
Returns By Period
The year-to-date returns for both stocks are quite close, with KCVIX having a 4.37% return and VIGAX slightly lower at 4.19%.
KCVIX
4.37%
1.26%
-0.38%
10.21%
6.97%
N/A
VIGAX
4.19%
2.83%
13.48%
28.90%
17.02%
15.73%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
KCVIX vs. VIGAX - Expense Ratio Comparison
KCVIX has a 0.90% expense ratio, which is higher than VIGAX's 0.05% expense ratio.
Risk-Adjusted Performance
KCVIX vs. VIGAX — Risk-Adjusted Performance Rank
KCVIX
VIGAX
KCVIX vs. VIGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Knights of Columbus Large Cap Value Fund (KCVIX) 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.
Dividends
KCVIX vs. VIGAX - Dividend Comparison
KCVIX's dividend yield for the trailing twelve months is around 1.40%, more than VIGAX's 0.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KCVIX Knights of Columbus Large Cap Value Fund | 1.40% | 1.46% | 1.21% | 1.33% | 0.75% | 1.25% | 1.51% | 1.68% | 1.25% | 1.53% | 1.27% | 0.00% |
VIGAX Vanguard Growth Index Fund Admiral Shares | 0.44% | 0.46% | 0.57% | 0.69% | 0.47% | 0.66% | 0.94% | 1.31% | 1.14% | 1.39% | 1.31% | 1.21% |
Drawdowns
KCVIX vs. VIGAX - Drawdown Comparison
The maximum KCVIX drawdown since its inception was -39.82%, smaller than the maximum VIGAX drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for KCVIX and VIGAX. For additional features, visit the drawdowns tool.
Volatility
KCVIX vs. VIGAX - Volatility Comparison
The current volatility for Knights of Columbus Large Cap Value Fund (KCVIX) is 2.67%, while Vanguard Growth Index Fund Admiral Shares (VIGAX) has a volatility of 5.09%. This indicates that KCVIX experiences smaller price fluctuations and is considered to be less risky than VIGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.