Correlation
The correlation between MAIPX and VEIPX is 0.93, 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.
MAIPX vs. VEIPX
Compare and contrast key facts about MAI Managed Volatility Fund (MAIPX) and Vanguard Equity Income Fund Investor Shares (VEIPX).
MAIPX is managed by Blackrock. It was launched on Sep 22, 2010. 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: MAIPX or VEIPX.
Performance
MAIPX vs. VEIPX - Performance Comparison
Loading data...
Key characteristics
MAIPX:
0.67
VEIPX:
0.74
MAIPX:
1.02
VEIPX:
1.06
MAIPX:
1.21
VEIPX:
1.15
MAIPX:
0.67
VEIPX:
0.81
MAIPX:
3.61
VEIPX:
3.23
MAIPX:
2.19%
VEIPX:
3.35%
MAIPX:
12.26%
VEIPX:
15.69%
MAIPX:
-25.69%
VEIPX:
-54.12%
MAIPX:
-0.13%
VEIPX:
-2.74%
Returns By Period
In the year-to-date period, MAIPX achieves a 2.11% return, which is significantly lower than VEIPX's 3.13% return. Over the past 10 years, MAIPX has underperformed VEIPX with an annualized return of 5.79%, while VEIPX has yielded a comparatively higher 10.00% annualized return.
MAIPX
2.11%
3.42%
2.09%
7.84%
7.27%
8.07%
5.79%
VEIPX
3.13%
3.60%
-1.92%
9.91%
8.01%
13.43%
10.00%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MAIPX vs. VEIPX - Expense Ratio Comparison
MAIPX has a 0.99% expense ratio, which is higher than VEIPX's 0.28% expense ratio.
Risk-Adjusted Performance
MAIPX vs. VEIPX — Risk-Adjusted Performance Rank
MAIPX
VEIPX
MAIPX vs. VEIPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MAI Managed Volatility Fund (MAIPX) 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.
Loading data...
Dividends
MAIPX vs. VEIPX - Dividend Comparison
MAIPX's dividend yield for the trailing twelve months is around 1.97%, less than VEIPX's 9.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MAIPX MAI Managed Volatility Fund | 1.97% | 2.19% | 4.59% | 2.27% | 0.00% | 0.31% | 1.74% | 2.89% | 2.12% | 0.96% | 4.17% | 7.61% |
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
MAIPX vs. VEIPX - Drawdown Comparison
The maximum MAIPX drawdown since its inception was -25.69%, smaller than the maximum VEIPX drawdown of -54.12%. Use the drawdown chart below to compare losses from any high point for MAIPX and VEIPX.
Loading data...
Volatility
MAIPX vs. VEIPX - Volatility Comparison
The current volatility for MAI Managed Volatility Fund (MAIPX) is 1.98%, while Vanguard Equity Income Fund Investor Shares (VEIPX) has a volatility of 4.24%. This indicates that MAIPX 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.
Loading data...