Correlation
The correlation between LEIFX and VEIPX is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
LEIFX vs. VEIPX
Compare and contrast key facts about Federated Hermes Equity Income Fund (LEIFX) and Vanguard Equity Income Fund Investor Shares (VEIPX).
LEIFX is managed by Federated. It was launched on Dec 30, 1986. VEIPX is managed by Vanguard. It was launched on Mar 21, 1988.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LEIFX or VEIPX.
Performance
LEIFX vs. VEIPX - Performance Comparison
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Key characteristics
LEIFX:
0.43
VEIPX:
0.74
LEIFX:
0.62
VEIPX:
1.06
LEIFX:
1.09
VEIPX:
1.15
LEIFX:
0.39
VEIPX:
0.81
LEIFX:
1.37
VEIPX:
3.23
LEIFX:
4.36%
VEIPX:
3.35%
LEIFX:
15.88%
VEIPX:
15.69%
LEIFX:
-49.19%
VEIPX:
-54.12%
LEIFX:
-5.00%
VEIPX:
-2.74%
Returns By Period
In the year-to-date period, LEIFX achieves a 1.53% return, which is significantly lower than VEIPX's 3.13% return. Over the past 10 years, LEIFX has underperformed VEIPX with an annualized return of 6.43%, while VEIPX has yielded a comparatively higher 10.00% annualized return.
LEIFX
1.53%
3.40%
-4.89%
5.27%
5.98%
11.45%
6.43%
VEIPX
3.13%
3.60%
-1.92%
9.91%
8.01%
13.43%
10.00%
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LEIFX vs. VEIPX - Expense Ratio Comparison
LEIFX has a 1.11% expense ratio, which is higher than VEIPX's 0.28% expense ratio.
Risk-Adjusted Performance
LEIFX vs. VEIPX — Risk-Adjusted Performance Rank
LEIFX
VEIPX
LEIFX vs. VEIPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Equity Income Fund (LEIFX) and Vanguard Equity Income Fund Investor Shares (VEIPX). 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
LEIFX vs. VEIPX - Dividend Comparison
LEIFX's dividend yield for the trailing twelve months is around 14.09%, more than VEIPX's 9.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LEIFX Federated Hermes Equity Income Fund | 14.09% | 14.36% | 1.29% | 7.55% | 16.37% | 1.18% | 2.02% | 19.48% | 5.35% | 3.98% | 3.15% | 7.93% |
VEIPX Vanguard Equity Income Fund Investor Shares | 9.60% | 9.74% | 7.87% | 8.69% | 7.62% | 2.78% | 4.36% | 10.87% | 3.66% | 3.78% | 6.39% | 5.94% |
Drawdowns
LEIFX vs. VEIPX - Drawdown Comparison
The maximum LEIFX drawdown since its inception was -49.19%, smaller than the maximum VEIPX drawdown of -54.12%. Use the drawdown chart below to compare losses from any high point for LEIFX and VEIPX.
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Volatility
LEIFX vs. VEIPX - Volatility Comparison
The current volatility for Federated Hermes Equity Income Fund (LEIFX) is 3.66%, while Vanguard Equity Income Fund Investor Shares (VEIPX) has a volatility of 4.24%. This indicates that LEIFX experiences smaller price fluctuations and is considered to be less risky than VEIPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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