VADGX vs. VAGVX
Compare and contrast key facts about Vanguard Advice Select Dividend Growth Fund (VADGX) and Vanguard Advice Select Global Value Fund (VAGVX).
VADGX is managed by Vanguard. It was launched on Nov 9, 2021. VAGVX is managed by Vanguard. It was launched on Nov 9, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VADGX or VAGVX.
Correlation
The correlation between VADGX and VAGVX is 0.81, 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.
Performance
VADGX vs. VAGVX - Performance Comparison
Key characteristics
VADGX:
0.23
VAGVX:
0.07
VADGX:
0.43
VAGVX:
0.21
VADGX:
1.06
VAGVX:
1.03
VADGX:
0.22
VAGVX:
0.06
VADGX:
0.81
VAGVX:
0.22
VADGX:
4.25%
VAGVX:
5.48%
VADGX:
14.77%
VAGVX:
18.04%
VADGX:
-15.75%
VAGVX:
-20.54%
VADGX:
-9.36%
VAGVX:
-10.20%
Returns By Period
In the year-to-date period, VADGX achieves a -3.81% return, which is significantly lower than VAGVX's -0.50% return.
VADGX
-3.81%
-3.24%
-6.26%
3.25%
N/A
N/A
VAGVX
-0.50%
-4.18%
-7.81%
1.17%
N/A
N/A
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VADGX vs. VAGVX - Expense Ratio Comparison
VADGX has a 0.45% expense ratio, which is higher than VAGVX's 0.40% expense ratio.
Risk-Adjusted Performance
VADGX vs. VAGVX — Risk-Adjusted Performance Rank
VADGX
VAGVX
VADGX vs. VAGVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Advice Select Dividend Growth Fund (VADGX) and Vanguard Advice Select Global Value Fund (VAGVX). 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. VAGVX - Dividend Comparison
VADGX's dividend yield for the trailing twelve months is around 1.29%, less than VAGVX's 1.91% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
VADGX Vanguard Advice Select Dividend Growth Fund | 1.29% | 1.25% | 1.21% | 0.81% | 0.17% |
VAGVX Vanguard Advice Select Global Value Fund | 1.91% | 1.90% | 1.41% | 0.60% | 0.12% |
Drawdowns
VADGX vs. VAGVX - Drawdown Comparison
The maximum VADGX drawdown since its inception was -15.75%, smaller than the maximum VAGVX drawdown of -20.54%. Use the drawdown chart below to compare losses from any high point for VADGX and VAGVX. For additional features, visit the drawdowns tool.
Volatility
VADGX vs. VAGVX - Volatility Comparison
The current volatility for Vanguard Advice Select Dividend Growth Fund (VADGX) is 11.15%, while Vanguard Advice Select Global Value Fund (VAGVX) has a volatility of 12.02%. This indicates that VADGX experiences smaller price fluctuations and is considered to be less risky than VAGVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.