VASIX vs. VEIPX
Compare and contrast key facts about Vanguard LifeStrategy Income Fund (VASIX) and Vanguard Equity Income Fund Investor Shares (VEIPX).
VASIX is managed by Vanguard. It was launched on Sep 30, 1994. VEIPX is managed by Vanguard. It was launched on Mar 21, 1988.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VASIX or VEIPX.
Key characteristics
| VASIX | VEIPX | |
|---|---|---|
| YTD Return | 5.03% | 18.25% |
| 1Y Return | 11.98% | 23.53% |
| 3Y Return (Ann) | -0.43% | 7.29% |
| 5Y Return (Ann) | 2.15% | 10.23% |
| 10Y Return (Ann) | 3.27% | 9.81% |
| Sharpe Ratio | 2.34 | 2.02 |
| Sortino Ratio | 3.57 | 2.66 |
| Omega Ratio | 1.43 | 1.39 |
| Calmar Ratio | 0.97 | 3.46 |
| Martin Ratio | 12.66 | 9.69 |
| Ulcer Index | 0.95% | 2.41% |
| Daily Std Dev | 5.13% | 11.54% |
| Max Drawdown | -18.17% | -54.12% |
| Current Drawdown | -1.84% | -0.85% |
Correlation
The correlation between VASIX and VEIPX is 0.67, 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
VASIX vs. VEIPX - Performance Comparison
In the year-to-date period, VASIX achieves a 5.03% return, which is significantly lower than VEIPX's 18.25% return. Over the past 10 years, VASIX has underperformed VEIPX with an annualized return of 3.27%, while VEIPX has yielded a comparatively higher 9.81% annualized return. 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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VASIX vs. VEIPX - Expense Ratio Comparison
VASIX has a 0.11% expense ratio, which is lower than VEIPX's 0.28% expense ratio.
Risk-Adjusted Performance
VASIX vs. VEIPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard LifeStrategy Income Fund (VASIX) and Vanguard Equity Income Fund Investor Shares (VEIPX). 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
VASIX vs. VEIPX - Dividend Comparison
VASIX's dividend yield for the trailing twelve months is around 3.54%, more than VEIPX's 2.71% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VASIX Vanguard LifeStrategy Income Fund | 3.54% | 3.18% | 2.03% | 2.08% | 1.72% | 2.71% | 2.78% | 2.28% | 2.20% | 2.17% | 2.08% | 1.99% |
VEIPX Vanguard Equity Income Fund Investor Shares | 2.71% | 2.94% | 2.93% | 2.40% | 2.62% | 2.63% | 3.15% | 2.45% | 2.74% | 2.96% | 2.69% | 2.51% |
Drawdowns
VASIX vs. VEIPX - Drawdown Comparison
The maximum VASIX drawdown since its inception was -18.17%, smaller than the maximum VEIPX drawdown of -54.12%. Use the drawdown chart below to compare losses from any high point for VASIX and VEIPX. For additional features, visit the drawdowns tool.
Volatility
VASIX vs. VEIPX - Volatility Comparison
The current volatility for Vanguard LifeStrategy Income Fund (VASIX) is 1.39%, while Vanguard Equity Income Fund Investor Shares (VEIPX) has a volatility of 3.66%. This indicates that VASIX experiences smaller price fluctuations and is considered to be less risky than VEIPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.