THPGX vs. VFIAX
Compare and contrast key facts about Thompson LargeCap Fund (THPGX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
THPGX is managed by Thompson IM. It was launched on Feb 10, 1992. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Performance
THPGX vs. VFIAX - Performance Comparison
Loading graphics...
THPGX vs. VFIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
THPGX Thompson LargeCap Fund | -1.84% | 27.10% | 17.14% | 22.06% | -15.78% | 28.09% | 15.49% | 33.59% | -12.31% | 18.24% |
VFIAX Vanguard 500 Index Fund Admiral Shares | -4.35% | 17.83% | 24.97% | 26.24% | -18.16% | 28.65% | 18.32% | 31.46% | -4.45% | 21.78% |
Returns By Period
In the year-to-date period, THPGX achieves a -1.84% return, which is significantly higher than VFIAX's -4.35% return. Both investments have delivered pretty close results over the past 10 years, with THPGX having a 13.80% annualized return and VFIAX not far ahead at 14.04%.
THPGX
- 1D
- 2.67%
- 1M
- -5.71%
- YTD
- -1.84%
- 6M
- 5.80%
- 1Y
- 27.40%
- 3Y*
- 17.90%
- 5Y*
- 10.52%
- 10Y*
- 13.80%
VFIAX
- 1D
- 2.92%
- 1M
- -5.03%
- YTD
- -4.35%
- 6M
- -2.16%
- 1Y
- 17.30%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.04%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
THPGX vs. VFIAX - Expense Ratio Comparison
THPGX has a 0.99% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Return for Risk
THPGX vs. VFIAX — Risk / Return Rank
THPGX
VFIAX
THPGX vs. VFIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Thompson LargeCap Fund (THPGX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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.
| THPGX | VFIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.46 | 0.97 | +0.49 |
Sortino ratioReturn per unit of downside risk | 2.08 | 1.49 | +0.59 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.23 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 2.14 | 1.52 | +0.62 |
Martin ratioReturn relative to average drawdown | 9.62 | 7.29 | +2.32 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| THPGX | VFIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.46 | 0.97 | +0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.70 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.78 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.44 | +0.04 |
Correlation
The correlation between THPGX and VFIAX is 0.93, 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.
Dividends
THPGX vs. VFIAX - Dividend Comparison
THPGX's dividend yield for the trailing twelve months is around 5.71%, more than VFIAX's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
THPGX Thompson LargeCap Fund | 5.71% | 5.60% | 11.97% | 8.38% | 5.06% | 4.95% | 0.90% | 2.73% | 0.89% | 0.82% | 0.80% | 0.72% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.18% | 1.12% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% |
Drawdowns
THPGX vs. VFIAX - Drawdown Comparison
The maximum THPGX drawdown since its inception was -65.52%, which is greater than VFIAX's maximum drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for THPGX and VFIAX.
Loading graphics...
Drawdown Indicators
| THPGX | VFIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.52% | -55.20% | -10.32% |
Max Drawdown (1Y)Largest decline over 1 year | -13.04% | -12.12% | -0.92% |
Max Drawdown (5Y)Largest decline over 5 years | -26.49% | -24.53% | -1.96% |
Max Drawdown (10Y)Largest decline over 10 years | -40.68% | -33.83% | -6.85% |
Current DrawdownCurrent decline from peak | -5.71% | -6.24% | +0.53% |
Average DrawdownAverage peak-to-trough decline | -9.62% | -9.46% | -0.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.90% | 2.52% | +0.38% |
Volatility
THPGX vs. VFIAX - Volatility Comparison
The current volatility for Thompson LargeCap Fund (THPGX) is 4.96%, while Vanguard 500 Index Fund Admiral Shares (VFIAX) has a volatility of 5.35%. This indicates that THPGX experiences smaller price fluctuations and is considered to be less risky than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| THPGX | VFIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.96% | 5.35% | -0.39% |
Volatility (6M)Calculated over the trailing 6-month period | 9.58% | 9.53% | +0.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.53% | 18.32% | +0.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.78% | 16.91% | +0.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.96% | 18.05% | +1.91% |