PAGRX vs. MGK
Compare and contrast key facts about Permanent Portfolio Aggressive Growth Portfolio (PAGRX) and Vanguard Mega Cap Growth ETF (MGK).
PAGRX is managed by Permanent Portfolio. It was launched on Jan 2, 1990. MGK is a passively managed fund by Vanguard that tracks the performance of the MSCI US Large Cap Growth Index. It was launched on Dec 17, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PAGRX or MGK.
Correlation
The correlation between PAGRX and MGK 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
PAGRX vs. MGK - Performance Comparison
Key characteristics
PAGRX:
1.92
MGK:
1.74
PAGRX:
2.53
MGK:
2.31
PAGRX:
1.34
MGK:
1.31
PAGRX:
1.24
MGK:
2.33
PAGRX:
11.81
MGK:
8.60
PAGRX:
3.44%
MGK:
3.67%
PAGRX:
21.15%
MGK:
18.12%
PAGRX:
-79.19%
MGK:
-48.36%
PAGRX:
-6.19%
MGK:
-4.25%
Returns By Period
In the year-to-date period, PAGRX achieves a 1.35% return, which is significantly higher than MGK's -0.36% return. Over the past 10 years, PAGRX has underperformed MGK with an annualized return of 4.87%, while MGK has yielded a comparatively higher 16.79% annualized return.
PAGRX
1.35%
-1.09%
12.39%
42.01%
11.76%
4.87%
MGK
-0.36%
-4.03%
9.60%
32.25%
18.11%
16.79%
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PAGRX vs. MGK - Expense Ratio Comparison
PAGRX has a 1.21% expense ratio, which is higher than MGK's 0.07% expense ratio.
Risk-Adjusted Performance
PAGRX vs. MGK — Risk-Adjusted Performance Rank
PAGRX
MGK
PAGRX vs. MGK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Permanent Portfolio Aggressive Growth Portfolio (PAGRX) and Vanguard Mega Cap Growth ETF (MGK). 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
PAGRX vs. MGK - Dividend Comparison
PAGRX's dividend yield for the trailing twelve months is around 0.22%, less than MGK's 0.43% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PAGRX Permanent Portfolio Aggressive Growth Portfolio | 0.22% | 0.22% | 0.14% | 0.29% | 0.05% | 0.16% | 0.54% | 0.23% | 0.99% | 0.68% | 1.62% | 0.30% |
MGK Vanguard Mega Cap Growth ETF | 0.43% | 0.43% | 0.50% | 0.70% | 0.41% | 0.65% | 0.85% | 1.12% | 1.23% | 1.53% | 1.43% | 1.25% |
Drawdowns
PAGRX vs. MGK - Drawdown Comparison
The maximum PAGRX drawdown since its inception was -79.19%, which is greater than MGK's maximum drawdown of -48.36%. Use the drawdown chart below to compare losses from any high point for PAGRX and MGK. For additional features, visit the drawdowns tool.
Volatility
PAGRX vs. MGK - Volatility Comparison
Permanent Portfolio Aggressive Growth Portfolio (PAGRX) has a higher volatility of 7.02% compared to Vanguard Mega Cap Growth ETF (MGK) at 6.37%. This indicates that PAGRX's price experiences larger fluctuations and is considered to be riskier than MGK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.