LCEAX vs. VDIGX

In the year-to-date period, LCEAX achieves a 3.33% return, which is significantly higher than VDIGX's -0.09% return. Over the past 10 years, LCEAX has underperformed VDIGX with an annualized return of 1.65%, while VDIGX has yielded a comparatively higher 6.35% annualized return.

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LCEAX has a 0.81% expense ratio, which is higher than VDIGX's 0.27% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Invesco Diversified Dividend Fund (LCEAX) 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.

The current LCEAX Sharpe Ratio is -0.09, which is higher than the VDIGX Sharpe Ratio of -0.33. The chart below compares the historical Sharpe Ratios of LCEAX and VDIGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

LCEAX's dividend yield for the trailing twelve months is around 11.57%, more than VDIGX's 1.87% yield.

The maximum LCEAX drawdown since its inception was -53.71%, which is greater than VDIGX's maximum drawdown of -46.89%. Use the drawdown chart below to compare losses from any high point for LCEAX and VDIGX. For additional features, visit the drawdowns tool.

The current volatility for Invesco Diversified Dividend Fund (LCEAX) is 3.56%, while Vanguard Dividend Growth Fund (VDIGX) has a volatility of 3.75%. This indicates that LCEAX 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.