REBYX vs. VIGAX
Compare and contrast key facts about Russell Investments U.S. Small Cap Equity Fund (REBYX) and Vanguard Growth Index Fund Admiral Shares (VIGAX).
REBYX is managed by Russell. It was launched on Mar 29, 2000. VIGAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: REBYX or VIGAX.
Key characteristics
| REBYX | VIGAX | |
|---|---|---|
| YTD Return | 8.17% | 20.31% |
| 1Y Return | 19.07% | 32.53% |
| 3Y Return (Ann) | 2.87% | 7.83% |
| 5Y Return (Ann) | 9.29% | 18.15% |
| 10Y Return (Ann) | 8.40% | 15.05% |
| Sharpe Ratio | 0.96 | 1.87 |
| Daily Std Dev | 19.35% | 17.31% |
| Max Drawdown | -60.08% | -50.66% |
| Current Drawdown | -2.56% | -4.83% |
Correlation
The correlation between REBYX and VIGAX is 0.82, 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
REBYX vs. VIGAX - Performance Comparison
In the year-to-date period, REBYX achieves a 8.17% return, which is significantly lower than VIGAX's 20.31% return. Over the past 10 years, REBYX has underperformed VIGAX with an annualized return of 8.40%, while VIGAX has yielded a comparatively higher 15.05% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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REBYX vs. VIGAX - Expense Ratio Comparison
REBYX has a 0.90% expense ratio, which is higher than VIGAX's 0.05% expense ratio.
Risk-Adjusted Performance
REBYX vs. VIGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Russell Investments U.S. Small Cap Equity Fund (REBYX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). 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
REBYX vs. VIGAX - Dividend Comparison
REBYX's dividend yield for the trailing twelve months is around 2.44%, more than VIGAX's 0.50% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REBYX Russell Investments U.S. Small Cap Equity Fund | 2.44% | 2.64% | 5.30% | 31.12% | 0.64% | 4.46% | 18.61% | 12.51% | 0.88% | 8.23% | 8.19% | 15.66% |
VIGAX Vanguard Growth Index Fund Admiral Shares | 0.40% | 0.57% | 0.69% | 0.47% | 0.66% | 0.94% | 1.31% | 1.14% | 1.39% | 1.31% | 1.21% | 1.19% |
Drawdowns
REBYX vs. VIGAX - Drawdown Comparison
The maximum REBYX drawdown since its inception was -60.08%, which is greater than VIGAX's maximum drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for REBYX and VIGAX. For additional features, visit the drawdowns tool.
Volatility
REBYX vs. VIGAX - Volatility Comparison
Russell Investments U.S. Small Cap Equity Fund (REBYX) has a higher volatility of 5.84% compared to Vanguard Growth Index Fund Admiral Shares (VIGAX) at 5.40%. This indicates that REBYX's price experiences larger fluctuations and is considered to be riskier than VIGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.