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.
Correlation
The correlation between KGGAX and VDIGX is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
KGGAX vs. VDIGX - Performance Comparison
Key characteristics
KGGAX:
0.77
VDIGX:
-0.11
KGGAX:
1.13
VDIGX:
-0.05
KGGAX:
1.13
VDIGX:
0.99
KGGAX:
0.35
VDIGX:
-0.09
KGGAX:
1.96
VDIGX:
-0.28
KGGAX:
4.29%
VDIGX:
4.99%
KGGAX:
10.99%
VDIGX:
13.08%
KGGAX:
-45.27%
VDIGX:
-46.89%
KGGAX:
-17.32%
VDIGX:
-12.05%
Returns By Period
In the year-to-date period, KGGAX achieves a 6.79% return, which is significantly higher than VDIGX's 1.66% return. Both investments have delivered pretty close results over the past 10 years, with KGGAX having a 6.39% annualized return and VDIGX not far ahead at 6.45%.
KGGAX
6.79%
4.15%
0.61%
6.61%
7.59%
6.39%
VDIGX
1.66%
1.29%
-7.56%
-2.55%
4.75%
6.45%
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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.
Dividends
KGGAX vs. VDIGX - Dividend Comparison
KGGAX's dividend yield for the trailing twelve months is around 4.26%, more than VDIGX's 1.84% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KGGAX Kopernik Global All-Cap Fund Class A | 4.26% | 4.55% | 4.64% | 0.45% | 5.22% | 2.66% | 2.72% | 0.00% | 4.12% | 3.10% | 0.41% | 0.60% |
VDIGX Vanguard Dividend Growth Fund | 1.84% | 1.87% | 1.69% | 1.67% | 1.46% | 1.62% | 1.72% | 2.15% | 1.92% | 1.92% | 1.93% | 1.91% |
Drawdowns
KGGAX vs. VDIGX - Drawdown Comparison
The maximum KGGAX drawdown since its inception was -45.27%, roughly equal to the maximum VDIGX drawdown of -46.89%. Use the drawdown chart below to compare losses from any high point for KGGAX and VDIGX. For additional features, visit the drawdowns tool.
Volatility
KGGAX vs. VDIGX - Volatility Comparison
Kopernik Global All-Cap Fund Class A (KGGAX) and Vanguard Dividend Growth Fund (VDIGX) have volatilities of 3.09% and 3.20%, 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.