Correlation
The correlation between LLSCX and VSIAX is 0.73, 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.
LLSCX vs. VSIAX
Compare and contrast key facts about Longleaf Partners Small-Cap Fund (LLSCX) and Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX).
LLSCX is managed by Longleaf Partners. It was launched on Feb 21, 1989. VSIAX is managed by Vanguard. It was launched on Sep 27, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LLSCX or VSIAX.
Performance
LLSCX vs. VSIAX - Performance Comparison
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Key characteristics
LLSCX:
0.45
VSIAX:
0.19
LLSCX:
0.72
VSIAX:
0.42
LLSCX:
1.09
VSIAX:
1.05
LLSCX:
0.45
VSIAX:
0.17
LLSCX:
1.26
VSIAX:
0.49
LLSCX:
5.52%
VSIAX:
8.19%
LLSCX:
16.12%
VSIAX:
21.86%
LLSCX:
-63.97%
VSIAX:
-45.39%
LLSCX:
-5.44%
VSIAX:
-11.92%
Returns By Period
In the year-to-date period, LLSCX achieves a 2.74% return, which is significantly higher than VSIAX's -4.04% return. Over the past 10 years, LLSCX has underperformed VSIAX with an annualized return of 5.25%, while VSIAX has yielded a comparatively higher 7.81% annualized return.
LLSCX
2.74%
4.85%
-5.28%
5.56%
4.99%
12.66%
5.25%
VSIAX
-4.04%
4.76%
-11.42%
2.77%
6.38%
14.82%
7.81%
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LLSCX vs. VSIAX - Expense Ratio Comparison
LLSCX has a 0.95% expense ratio, which is higher than VSIAX's 0.07% expense ratio.
Risk-Adjusted Performance
LLSCX vs. VSIAX — Risk-Adjusted Performance Rank
LLSCX
VSIAX
LLSCX vs. VSIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Longleaf Partners Small-Cap Fund (LLSCX) and Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX). 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
LLSCX vs. VSIAX - Dividend Comparison
LLSCX's dividend yield for the trailing twelve months is around 0.11%, less than VSIAX's 2.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LLSCX Longleaf Partners Small-Cap Fund | 0.11% | 0.11% | 0.94% | 1.20% | 0.82% | 9.30% | 8.71% | 18.12% | 8.43% | 18.01% | 5.91% | 19.79% |
VSIAX Vanguard Small-Cap Value Index Fund Admiral Shares | 2.23% | 1.98% | 2.12% | 2.03% | 1.75% | 1.68% | 2.06% | 2.35% | 1.79% | 1.77% | 1.99% | 1.77% |
Drawdowns
LLSCX vs. VSIAX - Drawdown Comparison
The maximum LLSCX drawdown since its inception was -63.97%, which is greater than VSIAX's maximum drawdown of -45.39%. Use the drawdown chart below to compare losses from any high point for LLSCX and VSIAX.
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Volatility
LLSCX vs. VSIAX - Volatility Comparison
The current volatility for Longleaf Partners Small-Cap Fund (LLSCX) is 4.76%, while Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX) has a volatility of 6.29%. This indicates that LLSCX experiences smaller price fluctuations and is considered to be less risky than VSIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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