KCXIX vs. VFIAX
Compare and contrast key facts about Knights of Columbus U.S. All Cap Index Fund (KCXIX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
KCXIX is managed by Catholic Investor. It was launched on Dec 31, 2019. VFIAX 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: KCXIX or VFIAX.
Correlation
The correlation between KCXIX and VFIAX is 0.99, 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
KCXIX vs. VFIAX - Performance Comparison
Key characteristics
KCXIX:
0.46
VFIAX:
0.60
KCXIX:
0.78
VFIAX:
0.96
KCXIX:
1.11
VFIAX:
1.14
KCXIX:
0.45
VFIAX:
0.62
KCXIX:
1.68
VFIAX:
2.51
KCXIX:
5.71%
VFIAX:
4.63%
KCXIX:
20.95%
VFIAX:
19.42%
KCXIX:
-35.77%
VFIAX:
-55.20%
KCXIX:
-11.27%
VFIAX:
-9.28%
Returns By Period
In the year-to-date period, KCXIX achieves a -6.09% return, which is significantly lower than VFIAX's -5.08% return.
KCXIX
-6.09%
0.12%
-6.10%
8.15%
15.24%
N/A
VFIAX
-5.08%
-0.28%
-4.05%
10.12%
15.59%
12.17%
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KCXIX vs. VFIAX - Expense Ratio Comparison
KCXIX has a 0.92% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
KCXIX vs. VFIAX — Risk-Adjusted Performance Rank
KCXIX
VFIAX
KCXIX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Knights of Columbus U.S. All Cap Index Fund (KCXIX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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
KCXIX vs. VFIAX - Dividend Comparison
KCXIX's dividend yield for the trailing twelve months is around 1.18%, less than VFIAX's 1.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KCXIX Knights of Columbus U.S. All Cap Index Fund | 1.18% | 1.10% | 1.26% | 1.35% | 0.92% | 1.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.36% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
KCXIX vs. VFIAX - Drawdown Comparison
The maximum KCXIX drawdown since its inception was -35.77%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for KCXIX and VFIAX. For additional features, visit the drawdowns tool.
Volatility
KCXIX vs. VFIAX - Volatility Comparison
Knights of Columbus U.S. All Cap Index Fund (KCXIX) has a higher volatility of 14.84% compared to Vanguard 500 Index Fund Admiral Shares (VFIAX) at 14.10%. This indicates that KCXIX's price experiences larger fluctuations and is considered to be riskier than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.