NEEGX vs. VWILX
Compare and contrast key facts about Needham Growth Fund (NEEGX) and Vanguard International Growth Fund Admiral Shares (VWILX).
NEEGX is managed by Needham. It was launched on Jan 2, 1996. VWILX is managed by Vanguard. It was launched on Aug 13, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NEEGX or VWILX.
Correlation
The correlation between NEEGX and VWILX is 0.72, 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
NEEGX vs. VWILX - Performance Comparison
Key characteristics
NEEGX:
0.54
VWILX:
0.16
NEEGX:
0.94
VWILX:
0.32
NEEGX:
1.11
VWILX:
1.05
NEEGX:
0.50
VWILX:
0.09
NEEGX:
1.66
VWILX:
0.98
NEEGX:
8.71%
VWILX:
3.23%
NEEGX:
26.79%
VWILX:
19.63%
NEEGX:
-60.83%
VWILX:
-59.49%
NEEGX:
-17.36%
VWILX:
-29.79%
Returns By Period
In the year-to-date period, NEEGX achieves a 11.64% return, which is significantly higher than VWILX's 0.51% return. Over the past 10 years, NEEGX has underperformed VWILX with an annualized return of 2.98%, while VWILX has yielded a comparatively higher 7.66% annualized return.
NEEGX
11.64%
1.58%
-13.62%
11.26%
7.90%
2.98%
VWILX
0.51%
-10.01%
-7.30%
1.92%
4.94%
7.66%
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NEEGX vs. VWILX - Expense Ratio Comparison
NEEGX has a 1.78% expense ratio, which is higher than VWILX's 0.32% expense ratio.
Risk-Adjusted Performance
NEEGX vs. VWILX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Needham Growth Fund (NEEGX) and Vanguard International Growth Fund Admiral Shares (VWILX). 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
NEEGX vs. VWILX - Dividend Comparison
Neither NEEGX nor VWILX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEEGX Needham Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VWILX Vanguard International Growth Fund Admiral Shares | 0.00% | 1.10% | 1.50% | 1.08% | 0.31% | 1.30% | 1.79% | 0.84% | 1.42% | 1.53% | 2.46% | 1.58% |
Drawdowns
NEEGX vs. VWILX - Drawdown Comparison
The maximum NEEGX drawdown since its inception was -60.83%, roughly equal to the maximum VWILX drawdown of -59.49%. Use the drawdown chart below to compare losses from any high point for NEEGX and VWILX. For additional features, visit the drawdowns tool.
Volatility
NEEGX vs. VWILX - Volatility Comparison
The current volatility for Needham Growth Fund (NEEGX) is 7.23%, while Vanguard International Growth Fund Admiral Shares (VWILX) has a volatility of 12.53%. This indicates that NEEGX experiences smaller price fluctuations and is considered to be less risky than VWILX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.