REPX vs. VGSTX
Compare and contrast key facts about Riley Exploration Permian, Inc. (REPX) and Vanguard STAR Fund (VGSTX).
VGSTX is managed by Vanguard. It was launched on Mar 29, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: REPX or VGSTX.
Correlation
The correlation between REPX and VGSTX is 0.16, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
REPX vs. VGSTX - Performance Comparison
Key characteristics
REPX:
1.11
VGSTX:
0.83
REPX:
1.65
VGSTX:
1.11
REPX:
1.22
VGSTX:
1.16
REPX:
0.53
VGSTX:
0.43
REPX:
3.55
VGSTX:
3.13
REPX:
14.68%
VGSTX:
2.55%
REPX:
46.95%
VGSTX:
9.69%
REPX:
-99.74%
VGSTX:
-43.45%
REPX:
-97.65%
VGSTX:
-11.02%
Returns By Period
In the year-to-date period, REPX achieves a 11.18% return, which is significantly higher than VGSTX's 4.37% return. Both investments have delivered pretty close results over the past 10 years, with REPX having a 3.13% annualized return and VGSTX not far ahead at 3.25%.
REPX
11.18%
-2.95%
32.89%
56.01%
41.36%
3.13%
VGSTX
4.37%
1.81%
0.45%
8.44%
2.24%
3.25%
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Risk-Adjusted Performance
REPX vs. VGSTX — Risk-Adjusted Performance Rank
REPX
VGSTX
REPX vs. VGSTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Riley Exploration Permian, Inc. (REPX) and Vanguard STAR Fund (VGSTX). 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
REPX vs. VGSTX - Dividend Comparison
REPX's dividend yield for the trailing twelve months is around 4.21%, more than VGSTX's 2.33% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REPX Riley Exploration Permian, Inc. | 4.21% | 4.57% | 5.07% | 4.32% | 4.50% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VGSTX Vanguard STAR Fund | 2.33% | 2.43% | 2.21% | 2.08% | 1.36% | 1.42% | 2.11% | 2.52% | 1.85% | 2.08% | 2.09% | 2.18% |
Drawdowns
REPX vs. VGSTX - Drawdown Comparison
The maximum REPX drawdown since its inception was -99.74%, which is greater than VGSTX's maximum drawdown of -43.45%. Use the drawdown chart below to compare losses from any high point for REPX and VGSTX. For additional features, visit the drawdowns tool.
Volatility
REPX vs. VGSTX - Volatility Comparison
Riley Exploration Permian, Inc. (REPX) has a higher volatility of 12.51% compared to Vanguard STAR Fund (VGSTX) at 1.94%. This indicates that REPX's price experiences larger fluctuations and is considered to be riskier than VGSTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.