LSHAX vs. VIGAX
Compare and contrast key facts about Kinetics Spin-Off and Corporate Restructuring Fund (LSHAX) and Vanguard Growth Index Fund Admiral Shares (VIGAX).
LSHAX is managed by Kinetics. It was launched on May 4, 2007. VIGAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LSHAX or VIGAX.
Correlation
The correlation between LSHAX and VIGAX is 0.64, 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
LSHAX vs. VIGAX - Performance Comparison
Key characteristics
LSHAX:
3.32
VIGAX:
1.59
LSHAX:
3.88
VIGAX:
2.14
LSHAX:
1.59
VIGAX:
1.29
LSHAX:
3.26
VIGAX:
2.18
LSHAX:
11.00
VIGAX:
8.25
LSHAX:
10.88%
VIGAX:
3.42%
LSHAX:
36.13%
VIGAX:
17.71%
LSHAX:
-68.98%
VIGAX:
-50.66%
LSHAX:
-17.36%
VIGAX:
-0.51%
Returns By Period
In the year-to-date period, LSHAX achieves a 22.52% return, which is significantly higher than VIGAX's 3.65% return. Over the past 10 years, LSHAX has underperformed VIGAX with an annualized return of 14.57%, while VIGAX has yielded a comparatively higher 15.65% annualized return.
LSHAX
22.52%
-0.63%
48.04%
119.44%
26.79%
14.57%
VIGAX
3.65%
1.67%
14.18%
29.98%
17.42%
15.65%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LSHAX vs. VIGAX - Expense Ratio Comparison
LSHAX has a 1.68% expense ratio, which is higher than VIGAX's 0.05% expense ratio.
Risk-Adjusted Performance
LSHAX vs. VIGAX — Risk-Adjusted Performance Rank
LSHAX
VIGAX
LSHAX vs. VIGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Kinetics Spin-Off and Corporate Restructuring Fund (LSHAX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). 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
LSHAX vs. VIGAX - Dividend Comparison
LSHAX's dividend yield for the trailing twelve months is around 0.76%, more than VIGAX's 0.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSHAX Kinetics Spin-Off and Corporate Restructuring Fund | 0.76% | 0.93% | 0.14% | 0.00% | 0.11% | 0.53% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VIGAX Vanguard Growth Index Fund Admiral Shares | 0.44% | 0.46% | 0.57% | 0.69% | 0.47% | 0.66% | 0.94% | 1.31% | 1.14% | 1.39% | 1.31% | 1.21% |
Drawdowns
LSHAX vs. VIGAX - Drawdown Comparison
The maximum LSHAX drawdown since its inception was -68.98%, which is greater than VIGAX's maximum drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for LSHAX and VIGAX. For additional features, visit the drawdowns tool.
Volatility
LSHAX vs. VIGAX - Volatility Comparison
Kinetics Spin-Off and Corporate Restructuring Fund (LSHAX) has a higher volatility of 10.59% compared to Vanguard Growth Index Fund Admiral Shares (VIGAX) at 4.88%. This indicates that LSHAX's price experiences larger fluctuations and is considered to be riskier than VIGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.