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VADGX vs. EGFIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between VADGX and EGFIX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.7

Performance

VADGX vs. EGFIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Advice Select Dividend Growth Fund (VADGX) and Edgewood Growth Fund (EGFIX). The values are adjusted to include any dividend payments, if applicable.

-10.00%-5.00%0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
-1.37%
-11.01%
VADGX
EGFIX

Key characteristics

Sharpe Ratio

VADGX:

0.75

EGFIX:

-0.32

Sortino Ratio

VADGX:

1.06

EGFIX:

-0.23

Omega Ratio

VADGX:

1.13

EGFIX:

0.96

Calmar Ratio

VADGX:

0.96

EGFIX:

-0.22

Martin Ratio

VADGX:

2.68

EGFIX:

-0.90

Ulcer Index

VADGX:

2.71%

EGFIX:

8.53%

Daily Std Dev

VADGX:

9.64%

EGFIX:

24.09%

Max Drawdown

VADGX:

-15.75%

EGFIX:

-54.64%

Current Drawdown

VADGX:

-4.06%

EGFIX:

-33.29%

Returns By Period

In the year-to-date period, VADGX achieves a 1.82% return, which is significantly higher than EGFIX's 1.24% return.


VADGX

YTD

1.82%

1M

-1.26%

6M

-0.84%

1Y

7.72%

5Y*

N/A

10Y*

N/A

EGFIX

YTD

1.24%

1M

-1.43%

6M

-10.81%

1Y

-7.88%

5Y*

3.95%

10Y*

7.82%

*Annualized

Compare stocks, funds, or ETFs

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VADGX vs. EGFIX - Expense Ratio Comparison

VADGX has a 0.45% expense ratio, which is lower than EGFIX's 1.00% expense ratio.


Expense ratio chart for EGFIX: current value at 1.00% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.00%
Expense ratio chart for VADGX: current value at 0.45% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.45%

Risk-Adjusted Performance

VADGX vs. EGFIX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VADGX
The Risk-Adjusted Performance Rank of VADGX is 4747
Overall Rank
The Sharpe Ratio Rank of VADGX is 4242
Sharpe Ratio Rank
The Sortino Ratio Rank of VADGX is 4141
Sortino Ratio Rank
The Omega Ratio Rank of VADGX is 3838
Omega Ratio Rank
The Calmar Ratio Rank of VADGX is 6868
Calmar Ratio Rank
The Martin Ratio Rank of VADGX is 4545
Martin Ratio Rank

EGFIX
The Risk-Adjusted Performance Rank of EGFIX is 33
Overall Rank
The Sharpe Ratio Rank of EGFIX is 44
Sharpe Ratio Rank
The Sortino Ratio Rank of EGFIX is 44
Sortino Ratio Rank
The Omega Ratio Rank of EGFIX is 44
Omega Ratio Rank
The Calmar Ratio Rank of EGFIX is 33
Calmar Ratio Rank
The Martin Ratio Rank of EGFIX is 33
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

VADGX vs. EGFIX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Advice Select Dividend Growth Fund (VADGX) and Edgewood Growth Fund (EGFIX). 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 chart of Sharpe ratio for VADGX, currently valued at 0.75, compared to the broader market-1.000.001.002.003.004.000.75-0.32
The chart of Sortino ratio for VADGX, currently valued at 1.06, compared to the broader market0.002.004.006.008.0010.0012.001.06-0.23
The chart of Omega ratio for VADGX, currently valued at 1.13, compared to the broader market1.002.003.004.001.130.96
The chart of Calmar ratio for VADGX, currently valued at 0.96, compared to the broader market0.005.0010.0015.000.96-0.23
The chart of Martin ratio for VADGX, currently valued at 2.68, compared to the broader market0.0020.0040.0060.0080.002.68-0.90
VADGX
EGFIX

The current VADGX Sharpe Ratio is 0.75, which is higher than the EGFIX Sharpe Ratio of -0.32. The chart below compares the historical Sharpe Ratios of VADGX and EGFIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00SeptemberOctoberNovemberDecember2025February
0.75
-0.32
VADGX
EGFIX

Dividends

VADGX vs. EGFIX - Dividend Comparison

VADGX's dividend yield for the trailing twelve months is around 1.22%, while EGFIX has not paid dividends to shareholders.


TTM2024202320222021202020192018201720162015
VADGX
Vanguard Advice Select Dividend Growth Fund
1.22%1.25%1.21%0.81%0.17%0.00%0.00%0.00%0.00%0.00%0.00%
EGFIX
Edgewood Growth Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.02%

Drawdowns

VADGX vs. EGFIX - Drawdown Comparison

The maximum VADGX drawdown since its inception was -15.75%, smaller than the maximum EGFIX drawdown of -54.64%. Use the drawdown chart below to compare losses from any high point for VADGX and EGFIX. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-4.06%
-31.92%
VADGX
EGFIX

Volatility

VADGX vs. EGFIX - Volatility Comparison

The current volatility for Vanguard Advice Select Dividend Growth Fund (VADGX) is 2.52%, while Edgewood Growth Fund (EGFIX) has a volatility of 3.61%. This indicates that VADGX experiences smaller price fluctuations and is considered to be less risky than EGFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
2.52%
3.61%
VADGX
EGFIX