Correlation
The correlation between KGGAX and VDIGX is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
KGGAX vs. VDIGX
Compare and contrast key facts about Kopernik Global All-Cap Fund Class A (KGGAX) and Vanguard Dividend Growth Fund (VDIGX).
KGGAX is managed by Kopernik. It was launched on Nov 1, 2013. 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: KGGAX or VDIGX.
Performance
KGGAX vs. VDIGX - Performance Comparison
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Key characteristics
KGGAX:
1.63
VDIGX:
0.54
KGGAX:
2.17
VDIGX:
0.82
KGGAX:
1.27
VDIGX:
1.11
KGGAX:
1.97
VDIGX:
0.50
KGGAX:
5.04
VDIGX:
1.68
KGGAX:
3.76%
VDIGX:
4.27%
KGGAX:
12.76%
VDIGX:
14.55%
KGGAX:
-45.27%
VDIGX:
-45.23%
KGGAX:
-0.50%
VDIGX:
-3.75%
Returns By Period
In the year-to-date period, KGGAX achieves a 25.43% return, which is significantly higher than VDIGX's 2.12% return. Both investments have delivered pretty close results over the past 10 years, with KGGAX having a 10.18% annualized return and VDIGX not far ahead at 10.53%.
KGGAX
25.43%
6.86%
18.66%
21.02%
10.82%
13.39%
10.18%
VDIGX
2.12%
4.04%
-2.60%
6.56%
6.75%
11.24%
10.53%
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KGGAX vs. VDIGX - Expense Ratio Comparison
KGGAX has a 1.26% expense ratio, which is higher than VDIGX's 0.27% expense ratio.
Risk-Adjusted Performance
KGGAX vs. VDIGX — Risk-Adjusted Performance Rank
KGGAX
VDIGX
KGGAX vs. VDIGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Kopernik Global All-Cap Fund Class A (KGGAX) 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.
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Dividends
KGGAX vs. VDIGX - Dividend Comparison
KGGAX's dividend yield for the trailing twelve months is around 4.45%, less than VDIGX's 13.33% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KGGAX Kopernik Global All-Cap Fund Class A | 4.45% | 5.58% | 8.29% | 13.22% | 8.99% | 4.59% | 2.72% | 0.00% | 4.12% | 3.10% | 0.41% | 0.60% |
VDIGX Vanguard Dividend Growth Fund | 13.33% | 11.96% | 2.29% | 6.05% | 5.45% | 2.82% | 4.70% | 8.84% | 5.16% | 2.86% | 5.69% | 3.41% |
Drawdowns
KGGAX vs. VDIGX - Drawdown Comparison
The maximum KGGAX drawdown since its inception was -45.27%, roughly equal to the maximum VDIGX drawdown of -45.23%. Use the drawdown chart below to compare losses from any high point for KGGAX and VDIGX.
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Volatility
KGGAX vs. VDIGX - Volatility Comparison
The current volatility for Kopernik Global All-Cap Fund Class A (KGGAX) is 2.51%, while Vanguard Dividend Growth Fund (VDIGX) has a volatility of 4.22%. This indicates that KGGAX experiences smaller price fluctuations and is considered to be less risky than VDIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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