LAD vs. VDIGX
Compare and contrast key facts about Lithia Motors, Inc. (LAD) and Vanguard Dividend Growth Fund (VDIGX).
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: LAD or VDIGX.
Correlation
The correlation between LAD and VDIGX is 0.40, 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
LAD vs. VDIGX - Performance Comparison
Key characteristics
LAD:
0.49
VDIGX:
1.36
LAD:
0.98
VDIGX:
1.87
LAD:
1.11
VDIGX:
1.24
LAD:
0.43
VDIGX:
2.06
LAD:
1.22
VDIGX:
6.23
LAD:
14.22%
VDIGX:
1.91%
LAD:
35.33%
VDIGX:
8.80%
LAD:
-95.17%
VDIGX:
-45.23%
LAD:
-11.00%
VDIGX:
-5.05%
Returns By Period
The year-to-date returns for both stocks are quite close, with LAD having a 10.10% return and VDIGX slightly lower at 9.73%. Over the past 10 years, LAD has outperformed VDIGX with an annualized return of 15.99%, while VDIGX has yielded a comparatively lower 10.44% annualized return.
LAD
10.10%
-3.01%
45.22%
12.89%
18.66%
15.99%
VDIGX
9.73%
-1.96%
3.49%
10.70%
9.61%
10.44%
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Risk-Adjusted Performance
LAD vs. VDIGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lithia Motors, Inc. (LAD) 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
LAD vs. VDIGX - Dividend Comparison
LAD's dividend yield for the trailing twelve months is around 0.58%, less than VDIGX's 1.68% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LAD Lithia Motors, Inc. | 0.58% | 0.58% | 0.79% | 0.46% | 0.42% | 0.81% | 1.49% | 0.93% | 0.98% | 0.71% | 0.70% | 0.56% |
VDIGX Vanguard Dividend Growth Fund | 1.68% | 1.69% | 1.67% | 1.46% | 1.62% | 1.72% | 2.15% | 1.92% | 1.92% | 1.93% | 1.91% | 1.80% |
Drawdowns
LAD vs. VDIGX - Drawdown Comparison
The maximum LAD drawdown since its inception was -95.17%, which is greater than VDIGX's maximum drawdown of -45.23%. Use the drawdown chart below to compare losses from any high point for LAD and VDIGX. For additional features, visit the drawdowns tool.
Volatility
LAD vs. VDIGX - Volatility Comparison
Lithia Motors, Inc. (LAD) has a higher volatility of 6.74% compared to Vanguard Dividend Growth Fund (VDIGX) at 2.87%. This indicates that LAD'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.