VASVX vs. VMGRX
Compare and contrast key facts about Vanguard Selected Value Fund (VASVX) and Vanguard Mid-Cap Growth Fund (VMGRX).
VASVX is managed by Vanguard. It was launched on Feb 15, 1996. VMGRX is managed by Vanguard. It was launched on Dec 31, 1997.
Performance
VASVX vs. VMGRX - Performance Comparison
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VASVX vs. VMGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VASVX Vanguard Selected Value Fund | -1.55% | 10.99% | 6.68% | 25.45% | -7.55% | 27.54% | 5.79% | 29.55% | -19.75% | 18.01% |
VMGRX Vanguard Mid-Cap Growth Fund | -15.94% | 8.80% | 17.73% | 24.15% | -30.13% | 9.21% | 33.40% | 32.06% | -3.52% | 21.60% |
Returns By Period
In the year-to-date period, VASVX achieves a -1.55% return, which is significantly higher than VMGRX's -15.94% return. Over the past 10 years, VASVX has outperformed VMGRX with an annualized return of 9.89%, while VMGRX has yielded a comparatively lower 8.01% annualized return.
VASVX
- 1D
- -0.08%
- 1M
- -8.58%
- YTD
- -1.55%
- 6M
- 0.20%
- 1Y
- 11.12%
- 3Y*
- 11.86%
- 5Y*
- 8.26%
- 10Y*
- 9.89%
VMGRX
- 1D
- -0.95%
- 1M
- -11.63%
- YTD
- -15.94%
- 6M
- -15.80%
- 1Y
- 1.40%
- 3Y*
- 6.85%
- 5Y*
- 0.27%
- 10Y*
- 8.01%
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VASVX vs. VMGRX - Expense Ratio Comparison
VASVX has a 0.32% expense ratio, which is lower than VMGRX's 0.33% expense ratio.
Return for Risk
VASVX vs. VMGRX — Risk / Return Rank
VASVX
VMGRX
VASVX vs. VMGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Selected Value Fund (VASVX) and Vanguard Mid-Cap Growth Fund (VMGRX). 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.
| VASVX | VMGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.57 | 0.04 | +0.53 |
Sortino ratioReturn per unit of downside risk | 0.96 | 0.23 | +0.72 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.03 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.68 | -0.06 | +0.74 |
Martin ratioReturn relative to average drawdown | 2.37 | -0.21 | +2.58 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VASVX | VMGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | 0.04 | +0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.01 | +0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.36 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.33 | +0.11 |
Correlation
The correlation between VASVX and VMGRX is 0.76, 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.
Dividends
VASVX vs. VMGRX - Dividend Comparison
VASVX's dividend yield for the trailing twelve months is around 13.53%, less than VMGRX's 21.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VASVX Vanguard Selected Value Fund | 13.53% | 13.32% | 14.35% | 8.29% | 13.22% | 7.77% | 10.19% | 7.44% | 11.90% | 8.59% | 4.51% | 5.68% |
VMGRX Vanguard Mid-Cap Growth Fund | 21.11% | 17.74% | 1.80% | 0.39% | 0.26% | 34.53% | 6.30% | 10.43% | 14.53% | 3.13% | 0.67% | 8.20% |
Drawdowns
VASVX vs. VMGRX - Drawdown Comparison
The maximum VASVX drawdown since its inception was -55.70%, smaller than the maximum VMGRX drawdown of -71.74%. Use the drawdown chart below to compare losses from any high point for VASVX and VMGRX.
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Drawdown Indicators
| VASVX | VMGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.70% | -71.74% | +16.04% |
Max Drawdown (1Y)Largest decline over 1 year | -14.06% | -19.09% | +5.03% |
Max Drawdown (5Y)Largest decline over 5 years | -25.98% | -39.71% | +13.73% |
Max Drawdown (10Y)Largest decline over 10 years | -48.19% | -39.71% | -8.48% |
Current DrawdownCurrent decline from peak | -10.40% | -19.09% | +8.69% |
Average DrawdownAverage peak-to-trough decline | -9.57% | -24.60% | +15.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.03% | 5.51% | -1.48% |
Volatility
VASVX vs. VMGRX - Volatility Comparison
The current volatility for Vanguard Selected Value Fund (VASVX) is 4.98%, while Vanguard Mid-Cap Growth Fund (VMGRX) has a volatility of 6.95%. This indicates that VASVX experiences smaller price fluctuations and is considered to be less risky than VMGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VASVX | VMGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.98% | 6.95% | -1.97% |
Volatility (6M)Calculated over the trailing 6-month period | 11.29% | 14.66% | -3.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.37% | 24.32% | -3.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.53% | 23.18% | -2.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.42% | 22.20% | +0.22% |