VASGX vs. VTMFX
Compare and contrast key facts about Vanguard LifeStrategy Growth Fund (VASGX) and Vanguard Tax-Managed Balanced Fund Admiral Shares (VTMFX).
VASGX is managed by Vanguard. It was launched on Sep 30, 1994. VTMFX is managed by Blackrock. It was launched on Sep 6, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VASGX or VTMFX.
Correlation
The correlation between VASGX and VTMFX is 0.96, 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. VTMFX - Performance Comparison
Key characteristics
VASGX:
0.68
VTMFX:
1.71
VASGX:
0.91
VTMFX:
2.34
VASGX:
1.14
VTMFX:
1.31
VASGX:
0.83
VTMFX:
2.98
VASGX:
3.62
VTMFX:
9.62
VASGX:
2.10%
VTMFX:
1.16%
VASGX:
11.17%
VTMFX:
6.52%
VASGX:
-51.16%
VTMFX:
-28.49%
VASGX:
-9.12%
VTMFX:
-3.66%
Returns By Period
In the year-to-date period, VASGX achieves a -1.00% return, which is significantly lower than VTMFX's -0.57% return. Over the past 10 years, VASGX has underperformed VTMFX with an annualized return of 6.56%, while VTMFX has yielded a comparatively higher 7.38% annualized return.
VASGX
-1.00%
-8.36%
-4.21%
7.06%
5.53%
6.56%
VTMFX
-0.57%
-3.04%
2.04%
10.88%
7.24%
7.38%
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VASGX vs. VTMFX - Expense Ratio Comparison
VASGX has a 0.14% expense ratio, which is higher than VTMFX's 0.09% 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. VTMFX — Risk-Adjusted Performance Rank
VASGX
VTMFX
VASGX vs. VTMFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard LifeStrategy Growth Fund (VASGX) and Vanguard Tax-Managed Balanced Fund Admiral Shares (VTMFX). 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. VTMFX - Dividend Comparison
VASGX's dividend yield for the trailing twelve months is around 1.00%, less than VTMFX's 1.56% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VASGX Vanguard LifeStrategy Growth Fund | 1.00% | 0.99% | 2.34% | 2.10% | 1.87% | 1.68% | 2.32% | 2.56% | 2.09% | 2.22% | 2.20% | 2.10% |
VTMFX Vanguard Tax-Managed Balanced Fund Admiral Shares | 1.56% | 1.55% | 1.94% | 1.85% | 1.38% | 1.73% | 2.06% | 2.22% | 2.00% | 2.13% | 2.06% | 2.00% |
Drawdowns
VASGX vs. VTMFX - Drawdown Comparison
The maximum VASGX drawdown since its inception was -51.16%, which is greater than VTMFX's maximum drawdown of -28.49%. Use the drawdown chart below to compare losses from any high point for VASGX and VTMFX. For additional features, visit the drawdowns tool.
Volatility
VASGX vs. VTMFX - Volatility Comparison
Vanguard LifeStrategy Growth Fund (VASGX) has a higher volatility of 6.36% compared to Vanguard Tax-Managed Balanced Fund Admiral Shares (VTMFX) at 2.61%. This indicates that VASGX's price experiences larger fluctuations and is considered to be riskier than VTMFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.