MFOCX vs. VDIGX

In the year-to-date period, MFOCX achieves a 5.88% return, which is significantly higher than VDIGX's 1.99% return. Over the past 10 years, MFOCX has underperformed VDIGX with an annualized return of 4.06%, while VDIGX has yielded a comparatively higher 6.48% annualized return.

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MFOCX has a 1.34% expense ratio, which is higher than VDIGX's 0.27% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Marsico Focus Fund (MFOCX) and Vanguard Dividend Growth Fund (VDIGX). 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.

The current MFOCX Sharpe Ratio is 1.15, which is higher than the VDIGX Sharpe Ratio of -0.13. The chart below compares the historical Sharpe Ratios of MFOCX and VDIGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MFOCX has not paid dividends to shareholders, while VDIGX's dividend yield for the trailing twelve months is around 1.84%.

The maximum MFOCX drawdown since its inception was -58.67%, which is greater than VDIGX's maximum drawdown of -46.89%. Use the drawdown chart below to compare losses from any high point for MFOCX and VDIGX. For additional features, visit the drawdowns tool.

Marsico Focus Fund (MFOCX) has a higher volatility of 5.70% compared to Vanguard Dividend Growth Fund (VDIGX) at 3.19%. This indicates that MFOCX's price experiences larger fluctuations and is considered to be riskier than VDIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.