MAGSX vs. VMGAX
Compare and contrast key facts about Madison Aggressive Allocation Fund (MAGSX) and Vanguard Mega Cap Growth Index Fund Institutional Shares (VMGAX).
MAGSX is managed by Madison Funds. It was launched on Jun 29, 2006. VMGAX is managed by Vanguard. It was launched on Apr 3, 2008.
Performance
MAGSX vs. VMGAX - Performance Comparison
Loading graphics...
MAGSX vs. VMGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MAGSX Madison Aggressive Allocation Fund | -3.24% | 12.48% | 6.46% | 12.32% | -15.38% | 9.50% | 9.65% | 19.21% | -6.59% | 18.04% |
VMGAX Vanguard Mega Cap Growth Index Fund Institutional Shares | -14.31% | 20.73% | 32.98% | 51.57% | -33.55% | 28.50% | 41.02% | 37.54% | -2.86% | 29.49% |
Returns By Period
In the year-to-date period, MAGSX achieves a -3.24% return, which is significantly higher than VMGAX's -14.31% return. Over the past 10 years, MAGSX has underperformed VMGAX with an annualized return of 6.31%, while VMGAX has yielded a comparatively higher 16.40% annualized return.
MAGSX
- 1D
- -0.26%
- 1M
- -8.20%
- YTD
- -3.24%
- 6M
- -0.86%
- 1Y
- 9.31%
- 3Y*
- 7.71%
- 5Y*
- 3.38%
- 10Y*
- 6.31%
VMGAX
- 1D
- -0.52%
- 1M
- -8.64%
- YTD
- -14.31%
- 6M
- -12.02%
- 1Y
- 14.93%
- 3Y*
- 20.56%
- 5Y*
- 11.89%
- 10Y*
- 16.40%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MAGSX vs. VMGAX - Expense Ratio Comparison
MAGSX has a 0.71% expense ratio, which is higher than VMGAX's 0.06% expense ratio.
Return for Risk
MAGSX vs. VMGAX — Risk / Return Rank
MAGSX
VMGAX
MAGSX vs. VMGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Madison Aggressive Allocation Fund (MAGSX) and Vanguard Mega Cap Growth Index Fund Institutional Shares (VMGAX). 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.
| MAGSX | VMGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.70 | 0.65 | +0.05 |
Sortino ratioReturn per unit of downside risk | 1.07 | 1.11 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.15 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.81 | 0.71 | +0.09 |
Martin ratioReturn relative to average drawdown | 3.48 | 2.55 | +0.93 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MAGSX | VMGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 0.65 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.53 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.75 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.58 | -0.27 |
Correlation
The correlation between MAGSX and VMGAX 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.
Dividends
MAGSX vs. VMGAX - Dividend Comparison
MAGSX's dividend yield for the trailing twelve months is around 6.38%, more than VMGAX's 0.42% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MAGSX Madison Aggressive Allocation Fund | 6.38% | 6.17% | 2.02% | 1.89% | 1.26% | 9.97% | 8.66% | 5.42% | 10.79% | 5.89% | 3.82% | 9.57% |
VMGAX Vanguard Mega Cap Growth Index Fund Institutional Shares | 0.42% | 0.36% | 0.44% | 0.51% | 0.71% | 0.42% | 0.65% | 0.86% | 1.13% | 1.23% | 1.53% | 1.44% |
Drawdowns
MAGSX vs. VMGAX - Drawdown Comparison
The maximum MAGSX drawdown since its inception was -56.06%, which is greater than VMGAX's maximum drawdown of -47.97%. Use the drawdown chart below to compare losses from any high point for MAGSX and VMGAX.
Loading graphics...
Drawdown Indicators
| MAGSX | VMGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.06% | -47.97% | -8.09% |
Max Drawdown (1Y)Largest decline over 1 year | -10.11% | -16.78% | +6.67% |
Max Drawdown (5Y)Largest decline over 5 years | -21.13% | -36.03% | +14.90% |
Max Drawdown (10Y)Largest decline over 10 years | -23.20% | -36.03% | +12.83% |
Current DrawdownCurrent decline from peak | -8.63% | -16.78% | +8.15% |
Average DrawdownAverage peak-to-trough decline | -9.54% | -7.48% | -2.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | 4.69% | -2.34% |
Volatility
MAGSX vs. VMGAX - Volatility Comparison
The current volatility for Madison Aggressive Allocation Fund (MAGSX) is 4.33%, while Vanguard Mega Cap Growth Index Fund Institutional Shares (VMGAX) has a volatility of 5.62%. This indicates that MAGSX experiences smaller price fluctuations and is considered to be less risky than VMGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MAGSX | VMGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.33% | 5.62% | -1.29% |
Volatility (6M)Calculated over the trailing 6-month period | 7.81% | 12.29% | -4.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.99% | 23.18% | -9.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.02% | 22.66% | -10.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.99% | 21.80% | -8.81% |