VADGX vs. EGFIX
VADGX (Vanguard Advice Select Dividend Growth Fund) and EGFIX (Edgewood Growth Fund) are both mutual funds - VADGX is a Large Cap Blend Equities fund actively managed by Vanguard, while EGFIX is a Large Cap Growth Equities fund managed by Edgewood. Over the past 3 years, VADGX returned 9.11%/yr vs 8.14%/yr for EGFIX. Their 0.68 correlation means they have sometimes moved together and sometimes differently. VADGX charges 0.36%/yr vs 1.00%/yr for EGFIX.
Performance
VADGX vs. EGFIX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, VADGX achieves a 3.88% return, which is significantly higher than EGFIX's -6.49% return.
VADGX
- 1D
- 0.90%
- 1M
- -0.06%
- 6M
- 3.19%
- YTD
- 3.88%
- 1Y
- 10.28%
- 3Y*
- 9.11%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 6.93%
EGFIX
- 1D
- -0.23%
- 1M
- -4.81%
- 6M
- -3.08%
- YTD
- -6.49%
- 1Y
- -4.35%
- 3Y*
- 8.14%
- 5Y*
- -0.45%
- 10Y*
- 12.37%
- ALL TIME*
- 10.82%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
EGFIX Edgewood Growth Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
VADGX vs. EGFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
VADGX Vanguard Advice Select Dividend Growth Fund | 3.88% | 8.52% | 10.69% | 10.42% | -3.88% | 3.62% |
EGFIX Edgewood Growth Fund | -6.49% | 7.44% | 18.38% | 39.74% | -40.51% | -3.30% |
Correlation
The correlation between VADGX and EGFIX is 0.67, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.67 |
Correlation (3Y) Balances recent behavior with more history. | 0.61 |
Correlation (All Time) Calculated using the full available price history since Nov 9, 2021 | 0.68 |
The correlation between VADGX and EGFIX has been stable across timeframes, ranging from 0.61 to 0.68 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
VADGX vs. EGFIX — Risk / Return Rank
VADGX
EGFIX
VADGX vs. EGFIX - Risk-Adjusted Trends 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VADGX | EGFIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.22 | ||
| Sortino ratioReturn per unit of downside risk | +1.68 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 0.95 | +0.19 |
| Calmar ratioReturn relative to maximum drawdown | 0.79 | -0.39 | +1.18 |
| Martin ratioReturn relative to average drawdown | 2.84 | -0.97 | +3.81 |
Loading charts...
Drawdowns
VADGX vs. EGFIX - Drawdown Comparison
The maximum VADGX drawdown since its inception was -15.75%, smaller than the maximum EGFIX drawdown of -52.01%. Use the drawdown chart below to compare losses from any high point for VADGX and EGFIX.
Loading charts...
Drawdown Indicators
| VADGX | EGFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.75% | -52.01% | +36.26% |
Max Drawdown (1Y)Largest decline over 1 year | -11.07% | -18.32% | +7.25% |
Max Drawdown (3Y)Largest decline over 3 years | -14.73% | -30.15% | +15.42% |
Max Drawdown (5Y)Largest decline over 5 years | — | -49.42% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -49.42% | — |
Current DrawdownCurrent decline from peak | -0.15% | -15.42% | +15.27% |
Average DrawdownAverage peak-to-trough decline | -3.40% | -11.00% | +7.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.06% | 7.53% | -4.47% |
Volatility
VADGX vs. EGFIX - Volatility Comparison
The current volatility for Vanguard Advice Select Dividend Growth Fund (VADGX) is 3.16%, while Edgewood Growth Fund (EGFIX) has a volatility of 4.36%. 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.
Loading charts...
Volatility by Period
| VADGX | EGFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.16% | 4.36% | -1.20% |
Volatility (6M)Calculated over the trailing 6-month period | 8.21% | 15.12% | -6.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.56% | 18.42% | -7.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.55% | 25.34% | -11.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.55% | 23.58% | -10.03% |
VADGX vs. EGFIX - Expense Ratio Comparison
VADGX has a 0.36% expense ratio, which is lower than EGFIX's 1.00% expense ratio.
Dividends
VADGX vs. EGFIX - Dividend Comparison
VADGX's dividend yield for the trailing twelve months is around 1.03%, less than EGFIX's 920.20% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EGFIX Edgewood Growth Fund | 920.20% | 49.54% | 17.57% | 0.00% | 15.16% | 5.77% | 5.79% | 0.28% | 4.96% | 1.30% | 2.15% | 3.26% |
VADGX Vanguard Advice Select Dividend Growth Fund | 1.03% | 1.04% | 1.98% | 1.25% | 0.84% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
VADGX and EGFIX have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EGFIX has higher volatility (4.36%) compared to VADGX (3.16%). In terms of maximum drawdown, VADGX dropped -15.75% vs EGFIX's -52.01%.
VADGX currently has the higher Sharpe Ratio (0.82 vs -0.39), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for VADGX and EGFIX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer