RELVX vs. VITAX
Compare and contrast key facts about Russell Investments LifePoints Equity Growth Strategy Fund (RELVX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX).
RELVX is managed by Russell. It was launched on Mar 23, 1998. VITAX is a passively managed fund by Vanguard that tracks the performance of the MSCI US IMI Info Technology 25/50. It was launched on Mar 25, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RELVX or VITAX.
Correlation
The correlation between RELVX and VITAX is 0.79, 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
RELVX vs. VITAX - Performance Comparison
Key characteristics
RELVX:
1.40
VITAX:
1.05
RELVX:
1.92
VITAX:
1.48
RELVX:
1.25
VITAX:
1.19
RELVX:
1.60
VITAX:
1.56
RELVX:
7.85
VITAX:
5.41
RELVX:
1.94%
VITAX:
4.41%
RELVX:
10.90%
VITAX:
22.68%
RELVX:
-32.70%
VITAX:
-54.81%
RELVX:
-1.03%
VITAX:
-4.09%
Returns By Period
In the year-to-date period, RELVX achieves a 3.23% return, which is significantly higher than VITAX's -0.12% return. Over the past 10 years, RELVX has underperformed VITAX with an annualized return of 5.32%, while VITAX has yielded a comparatively higher 20.72% annualized return.
RELVX
3.23%
2.68%
8.43%
14.58%
5.70%
5.32%
VITAX
-0.12%
-0.96%
16.31%
21.63%
19.57%
20.72%
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RELVX vs. VITAX - Expense Ratio Comparison
RELVX has a 0.72% expense ratio, which is higher than VITAX's 0.10% expense ratio.
Risk-Adjusted Performance
RELVX vs. VITAX — Risk-Adjusted Performance Rank
RELVX
VITAX
RELVX vs. VITAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Russell Investments LifePoints Equity Growth Strategy Fund (RELVX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX). 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
RELVX vs. VITAX - Dividend Comparison
RELVX's dividend yield for the trailing twelve months is around 1.07%, more than VITAX's 0.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RELVX Russell Investments LifePoints Equity Growth Strategy Fund | 1.07% | 1.10% | 1.14% | 2.35% | 2.38% | 1.67% | 1.00% | 5.24% | 2.47% | 1.82% | 1.66% | 3.87% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.60% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.30% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
RELVX vs. VITAX - Drawdown Comparison
The maximum RELVX drawdown since its inception was -32.70%, smaller than the maximum VITAX drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for RELVX and VITAX. For additional features, visit the drawdowns tool.
Volatility
RELVX vs. VITAX - Volatility Comparison
The current volatility for Russell Investments LifePoints Equity Growth Strategy Fund (RELVX) is 3.27%, while Vanguard Information Technology Index Fund Admiral Shares (VITAX) has a volatility of 8.36%. This indicates that RELVX experiences smaller price fluctuations and is considered to be less risky than VITAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.