VADGX vs. EGFIX
Compare and contrast key facts about Vanguard Advice Select Dividend Growth Fund (VADGX) and Edgewood Growth Fund (EGFIX).
VADGX is managed by Vanguard. It was launched on Nov 9, 2021. EGFIX is managed by Edgewood. It was launched on Feb 28, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VADGX or EGFIX.
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.
Performance
VADGX vs. EGFIX - Performance Comparison
Key characteristics
VADGX:
0.37
EGFIX:
-0.67
VADGX:
0.56
EGFIX:
-0.69
VADGX:
1.07
EGFIX:
0.88
VADGX:
0.45
EGFIX:
-0.42
VADGX:
1.19
EGFIX:
-1.51
VADGX:
3.25%
EGFIX:
11.18%
VADGX:
10.40%
EGFIX:
25.13%
VADGX:
-15.75%
EGFIX:
-54.64%
VADGX:
-6.32%
EGFIX:
-38.94%
Returns By Period
In the year-to-date period, VADGX achieves a -0.58% return, which is significantly higher than EGFIX's -7.33% return.
VADGX
-0.58%
-2.85%
-4.98%
4.80%
N/A
N/A
EGFIX
-7.33%
-7.56%
-18.48%
-16.66%
4.36%
7.12%
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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.
Risk-Adjusted Performance
VADGX vs. EGFIX — Risk-Adjusted Performance Rank
VADGX
EGFIX
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.
Dividends
VADGX vs. EGFIX - Dividend Comparison
VADGX's dividend yield for the trailing twelve months is around 1.25%, while EGFIX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
VADGX Vanguard Advice Select Dividend Growth Fund | 1.25% | 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.
Volatility
VADGX vs. EGFIX - Volatility Comparison
The current volatility for Vanguard Advice Select Dividend Growth Fund (VADGX) is 4.37%, while Edgewood Growth Fund (EGFIX) has a volatility of 8.31%. 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.