KTCAX vs. VDIGX
Compare and contrast key facts about DWS Science and Technology Fund (KTCAX) and Vanguard Dividend Growth Fund (VDIGX).
KTCAX is managed by DWS. It was launched on Sep 6, 1948. 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: KTCAX or VDIGX.
Correlation
The correlation between KTCAX and VDIGX is 0.59, 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.
Performance
KTCAX vs. VDIGX - Performance Comparison
Key characteristics
KTCAX:
1.15
VDIGX:
0.81
KTCAX:
1.53
VDIGX:
1.13
KTCAX:
1.23
VDIGX:
1.14
KTCAX:
0.98
VDIGX:
0.96
KTCAX:
5.82
VDIGX:
3.12
KTCAX:
4.41%
VDIGX:
2.33%
KTCAX:
22.44%
VDIGX:
9.04%
KTCAX:
-84.49%
VDIGX:
-46.89%
KTCAX:
-11.74%
VDIGX:
-6.95%
Returns By Period
In the year-to-date period, KTCAX achieves a -0.81% return, which is significantly higher than VDIGX's -1.27% return. Over the past 10 years, KTCAX has outperformed VDIGX with an annualized return of 9.03%, while VDIGX has yielded a comparatively lower 8.51% annualized return.
KTCAX
-0.81%
-3.28%
-3.94%
24.71%
9.00%
9.03%
VDIGX
-1.27%
-3.71%
1.31%
6.99%
8.72%
8.51%
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KTCAX vs. VDIGX - Expense Ratio Comparison
KTCAX has a 0.89% expense ratio, which is higher than VDIGX's 0.27% expense ratio.
Risk-Adjusted Performance
KTCAX vs. VDIGX — Risk-Adjusted Performance Rank
KTCAX
VDIGX
KTCAX vs. VDIGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS Science and Technology Fund (KTCAX) 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
KTCAX vs. VDIGX - Dividend Comparison
KTCAX has not paid dividends to shareholders, while VDIGX's dividend yield for the trailing twelve months is around 11.06%.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
DWS Science and Technology Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.05% | 0.00% | 0.00% | 0.00% |
Vanguard Dividend Growth Fund | 11.06% | 10.92% | 1.69% | 1.67% | 1.46% | 1.62% | 1.72% | 2.15% | 1.92% | 1.92% | 1.93% | 1.91% |
Drawdowns
KTCAX vs. VDIGX - Drawdown Comparison
The maximum KTCAX drawdown since its inception was -84.49%, which is greater than VDIGX's maximum drawdown of -46.89%. Use the drawdown chart below to compare losses from any high point for KTCAX and VDIGX. For additional features, visit the drawdowns tool.
Volatility
KTCAX vs. VDIGX - Volatility Comparison
DWS Science and Technology Fund (KTCAX) has a higher volatility of 11.54% compared to Vanguard Dividend Growth Fund (VDIGX) at 3.33%. This indicates that KTCAX's price experiences larger fluctuations and is considered to be riskier than VDIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.