MSTQX vs. VPCCX
MSTQX (Morningstar U.S. Equity Fund) and VPCCX (Vanguard PRIMECAP Core Fund) are both Large Cap Blend Equities funds. Over the past 5 years, MSTQX returned 6.04%/yr vs 15.41%/yr for VPCCX. Their correlation of 0.87 means they have usually moved in the same direction. MSTQX charges 0.85%/yr vs 0.37%/yr for VPCCX.
Performance
MSTQX vs. VPCCX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, MSTQX achieves a 7.20% return, which is significantly lower than VPCCX's 24.47% return.
MSTQX
- 1D
- 0.79%
- 1M
- 0.63%
- 6M
- 4.49%
- YTD
- 7.20%
- 1Y
- -4.75%
- 3Y*
- 8.21%
- 5Y*
- 6.04%
- 10Y*
- —
- ALL TIME*
- 9.28%
VPCCX
- 1D
- 2.99%
- 1M
- -3.96%
- 6M
- 16.68%
- YTD
- 24.47%
- 1Y
- 50.05%
- 3Y*
- 24.63%
- 5Y*
- 15.41%
- 10Y*
- 16.14%
- ALL TIME*
- 12.65%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
MSTQX vs. VPCCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
MSTQX Morningstar U.S. Equity Fund | 7.20% | -5.56% | 18.94% | 25.24% | -16.29% | 26.15% | 10.49% | 26.02% | -10.45% |
VPCCX Vanguard PRIMECAP Core Fund | 24.47% | 29.96% | 12.72% | 23.58% | -12.43% | 24.30% | 12.04% | 27.70% | -7.41% |
Correlation
The correlation between MSTQX and VPCCX is 0.57, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.57 |
Correlation (3Y) Balances recent behavior with more history. | 0.73 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.83 |
Correlation (All Time) Calculated using the full available price history since Nov 5, 2018 | 0.87 |
Over the past year, the correlation between MSTQX and VPCCX has dropped to 0.57 - well below their long-term average of 0.87, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
MSTQX vs. VPCCX — Risk / Return Rank
MSTQX
VPCCX
MSTQX vs. VPCCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Morningstar U.S. Equity Fund (MSTQX) and Vanguard PRIMECAP Core Fund (VPCCX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MSTQX | VPCCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.74 | ||
| Sortino ratioReturn per unit of downside risk | -3.57 | ||
| Omega ratioGain probability vs. loss probability | 0.95 | 1.42 | -0.47 |
| Calmar ratioReturn relative to maximum drawdown | -0.29 | 4.42 | -4.72 |
| Martin ratioReturn relative to average drawdown | -0.55 | 15.82 | -16.37 |
Loading charts...
Drawdowns
MSTQX vs. VPCCX - Drawdown Comparison
The maximum MSTQX drawdown since its inception was -36.23%, smaller than the maximum VPCCX drawdown of -47.53%. Use the drawdown chart below to compare losses from any high point for MSTQX and VPCCX.
Loading charts...
Drawdown Indicators
| MSTQX | VPCCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.23% | -47.53% | +11.30% |
Max Drawdown (1Y)Largest decline over 1 year | -21.58% | -10.50% | -11.08% |
Max Drawdown (3Y)Largest decline over 3 years | -21.58% | -19.92% | -1.66% |
Max Drawdown (5Y)Largest decline over 5 years | -23.61% | -22.75% | -0.86% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.60% | — |
Current DrawdownCurrent decline from peak | -10.62% | -7.82% | -2.80% |
Average DrawdownAverage peak-to-trough decline | -6.36% | -5.73% | -0.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.43% | 2.94% | +7.49% |
Volatility
MSTQX vs. VPCCX - Volatility Comparison
The current volatility for Morningstar U.S. Equity Fund (MSTQX) is 2.92%, while Vanguard PRIMECAP Core Fund (VPCCX) has a volatility of 6.53%. This indicates that MSTQX experiences smaller price fluctuations and is considered to be less risky than VPCCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| MSTQX | VPCCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.92% | 6.53% | -3.61% |
Volatility (6M)Calculated over the trailing 6-month period | 8.91% | 16.22% | -7.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.12% | 19.14% | +0.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.60% | 18.15% | +0.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.56% | 18.94% | +1.62% |
MSTQX vs. VPCCX - Expense Ratio Comparison
MSTQX has a 0.85% expense ratio, which is higher than VPCCX's 0.37% expense ratio.
Dividends
MSTQX vs. VPCCX - Dividend Comparison
MSTQX's dividend yield for the trailing twelve months is around 0.64%, less than VPCCX's 13.86% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSTQX Morningstar U.S. Equity Fund | 0.64% | 0.69% | 10.80% | 4.21% | 9.79% | 15.98% | 2.15% | 2.04% | 0.17% | 0.00% | 0.00% | 0.00% |
VPCCX Vanguard PRIMECAP Core Fund | 13.86% | 17.25% | 7.17% | 5.73% | 8.40% | 6.89% | 7.89% | 6.99% | 9.45% | 4.10% | 5.52% | 4.96% |
Frequently Asked Questions
MSTQX and VPCCX have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VPCCX has higher volatility (6.53%) compared to MSTQX (2.92%). In terms of maximum drawdown, MSTQX dropped -36.23% vs VPCCX's -47.53%.
VPCCX currently has the higher Sharpe Ratio (2.43 vs -0.31), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for MSTQX and VPCCX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer