MGLBX vs. VFTAX
Compare and contrast key facts about Marsico Global Fund (MGLBX) and Vanguard FTSE Social Index Fund Admiral Shares (VFTAX).
MGLBX is managed by Marsico Investment Fund. It was launched on Jun 28, 2007. VFTAX is managed by Vanguard. It was launched on Feb 7, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MGLBX or VFTAX.
Correlation
The correlation between MGLBX and VFTAX is 0.86, 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.
Performance
MGLBX vs. VFTAX - Performance Comparison
Key characteristics
MGLBX:
1.00
VFTAX:
0.70
MGLBX:
1.48
VFTAX:
1.10
MGLBX:
1.20
VFTAX:
1.16
MGLBX:
1.11
VFTAX:
0.72
MGLBX:
4.29
VFTAX:
2.73
MGLBX:
5.80%
VFTAX:
5.32%
MGLBX:
24.91%
VFTAX:
20.72%
MGLBX:
-59.43%
VFTAX:
-34.20%
MGLBX:
-3.80%
VFTAX:
-8.80%
Returns By Period
In the year-to-date period, MGLBX achieves a 6.84% return, which is significantly higher than VFTAX's -4.71% return.
MGLBX
6.84%
20.50%
7.68%
20.08%
9.00%
7.13%
VFTAX
-4.71%
12.15%
-1.92%
10.58%
15.77%
N/A
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MGLBX vs. VFTAX - Expense Ratio Comparison
MGLBX has a 1.45% expense ratio, which is higher than VFTAX's 0.14% expense ratio.
Risk-Adjusted Performance
MGLBX vs. VFTAX — Risk-Adjusted Performance Rank
MGLBX
VFTAX
MGLBX vs. VFTAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Marsico Global Fund (MGLBX) and Vanguard FTSE Social Index Fund Admiral Shares (VFTAX). 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
MGLBX vs. VFTAX - Dividend Comparison
MGLBX's dividend yield for the trailing twelve months is around 1.60%, more than VFTAX's 1.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MGLBX Marsico Global Fund | 1.60% | 1.71% | 1.98% | 4.37% | 17.97% | 2.45% | 0.00% | 1.16% | 9.25% | 0.00% | 11.04% | 12.83% |
VFTAX Vanguard FTSE Social Index Fund Admiral Shares | 1.07% | 0.99% | 1.10% | 1.34% | 0.94% | 1.21% | 1.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
MGLBX vs. VFTAX - Drawdown Comparison
The maximum MGLBX drawdown since its inception was -59.43%, which is greater than VFTAX's maximum drawdown of -34.20%. Use the drawdown chart below to compare losses from any high point for MGLBX and VFTAX. For additional features, visit the drawdowns tool.
Volatility
MGLBX vs. VFTAX - Volatility Comparison
Marsico Global Fund (MGLBX) and Vanguard FTSE Social Index Fund Admiral Shares (VFTAX) have volatilities of 14.03% and 13.69%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.