QILGX vs. VIMAX

In the year-to-date period, QILGX achieves a 0.98% return, which is significantly lower than VIMAX's 2.90% return. Over the past 10 years, QILGX has underperformed VIMAX with an annualized return of 7.88%, while VIMAX has yielded a comparatively higher 9.27% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

QILGX has a 0.75% expense ratio, which is higher than VIMAX's 0.05% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Federated Hermes MDT Large Cap Growth Fund (QILGX) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX). 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 QILGX Sharpe Ratio is 0.63, which is comparable to the VIMAX Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of QILGX and VIMAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

QILGX's dividend yield for the trailing twelve months is around 0.01%, less than VIMAX's 1.52% yield.

The maximum QILGX drawdown since its inception was -53.48%, smaller than the maximum VIMAX drawdown of -58.88%. Use the drawdown chart below to compare losses from any high point for QILGX and VIMAX. For additional features, visit the drawdowns tool.

Federated Hermes MDT Large Cap Growth Fund (QILGX) has a higher volatility of 7.52% compared to Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) at 5.23%. This indicates that QILGX's price experiences larger fluctuations and is considered to be riskier than VIMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.