VASGX vs. VFORX
Compare and contrast key facts about Vanguard LifeStrategy Growth Fund (VASGX) and Vanguard Target Retirement 2040 Fund (VFORX).
VASGX is managed by Vanguard. It was launched on Sep 30, 1994. VFORX is managed by Vanguard. It was launched on Jun 7, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VASGX or VFORX.
Key characteristics
| VASGX | VFORX | |
|---|---|---|
| YTD Return | 4.38% | 4.17% |
| 1Y Return | 17.11% | 16.64% |
| 3Y Return (Ann) | 3.22% | 3.15% |
| 5Y Return (Ann) | 8.00% | 8.00% |
| 10Y Return (Ann) | 7.66% | 7.82% |
| Sharpe Ratio | 1.67 | 1.65 |
| Daily Std Dev | 10.01% | 9.88% |
| Max Drawdown | -51.16% | -51.63% |
| Current Drawdown | -1.37% | -1.42% |
Correlation
The correlation between VASGX and VFORX is 1.00, 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
VASGX vs. VFORX - Performance Comparison
The year-to-date returns for both stocks are quite close, with VASGX having a 4.38% return and VFORX slightly lower at 4.17%. Both investments have delivered pretty close results over the past 10 years, with VASGX having a 7.66% annualized return and VFORX not far ahead at 7.82%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VASGX vs. VFORX - Expense Ratio Comparison
VASGX has a 0.14% expense ratio, which is higher than VFORX's 0.08% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VASGX vs. VFORX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard LifeStrategy Growth Fund (VASGX) and Vanguard Target Retirement 2040 Fund (VFORX). 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
VASGX vs. VFORX - Dividend Comparison
VASGX's dividend yield for the trailing twelve months is around 2.87%, more than VFORX's 2.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VASGX Vanguard LifeStrategy Growth Fund | 2.87% | 3.00% | 2.22% | 3.54% | 3.54% | 2.34% | 4.36% | 2.13% | 2.23% | 4.54% | 2.76% | 2.12% |
VFORX Vanguard Target Retirement 2040 Fund | 2.28% | 2.38% | 2.60% | 20.68% | 2.06% | 2.28% | 2.58% | 1.95% | 2.40% | 2.99% | 1.99% | 1.79% |
Drawdowns
VASGX vs. VFORX - Drawdown Comparison
The maximum VASGX drawdown since its inception was -51.16%, roughly equal to the maximum VFORX drawdown of -51.63%. Use the drawdown chart below to compare losses from any high point for VASGX and VFORX. For additional features, visit the drawdowns tool.
Volatility
VASGX vs. VFORX - Volatility Comparison
Vanguard LifeStrategy Growth Fund (VASGX) and Vanguard Target Retirement 2040 Fund (VFORX) have volatilities of 3.30% and 3.21%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.