VCBCX vs. VSTIX
Compare and contrast key facts about VALIC Company I Blue Chip Growth Fund (VCBCX) and VALIC Company I Stock Index Fund (VSTIX).
VCBCX is managed by VALIC. It was launched on Nov 1, 2000. VSTIX is managed by VALIC. It was launched on Apr 20, 1987.
Performance
VCBCX vs. VSTIX - Performance Comparison
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VCBCX vs. VSTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VCBCX VALIC Company I Blue Chip Growth Fund | -13.29% | 7.70% | 34.71% | 44.42% | -38.26% | 16.36% | 35.27% | 29.63% | -3.72% | 36.31% |
VSTIX VALIC Company I Stock Index Fund | -7.17% | 14.28% | 24.76% | 25.62% | -18.11% | 28.40% | 18.55% | 31.05% | -8.09% | 21.46% |
Returns By Period
In the year-to-date period, VCBCX achieves a -13.29% return, which is significantly lower than VSTIX's -7.17% return. Both investments have delivered pretty close results over the past 10 years, with VCBCX having a 12.26% annualized return and VSTIX not far ahead at 12.75%.
VCBCX
- 1D
- -0.43%
- 1M
- -8.54%
- YTD
- -13.29%
- 6M
- -12.39%
- 1Y
- 13.66%
- 3Y*
- 16.10%
- 5Y*
- 5.41%
- 10Y*
- 12.26%
VSTIX
- 1D
- -0.39%
- 1M
- -7.75%
- YTD
- -7.17%
- 6M
- -4.75%
- 1Y
- 14.10%
- 3Y*
- 15.74%
- 5Y*
- 10.49%
- 10Y*
- 12.75%
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VCBCX vs. VSTIX - Expense Ratio Comparison
VCBCX has a 0.76% expense ratio, which is higher than VSTIX's 0.29% expense ratio.
Return for Risk
VCBCX vs. VSTIX — Risk / Return Rank
VCBCX
VSTIX
VCBCX vs. VSTIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VALIC Company I Blue Chip Growth Fund (VCBCX) and VALIC Company I Stock Index Fund (VSTIX). 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.
| VCBCX | VSTIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 0.85 | -0.20 |
Sortino ratioReturn per unit of downside risk | 1.11 | 1.35 | -0.24 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.20 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.50 | 0.85 | -0.35 |
Martin ratioReturn relative to average drawdown | 1.74 | 4.16 | -2.41 |
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
| VCBCX | VSTIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 0.85 | -0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.61 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.70 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.30 | -0.01 |
Correlation
The correlation between VCBCX and VSTIX is 0.94, 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
VCBCX vs. VSTIX - Dividend Comparison
VCBCX's dividend yield for the trailing twelve months is around 16.88%, more than VSTIX's 13.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VCBCX VALIC Company I Blue Chip Growth Fund | 16.88% | 0.00% | 10.23% | 16.65% | 25.75% | 8.99% | 8.63% | 11.48% | 0.07% | 8.44% |
VSTIX VALIC Company I Stock Index Fund | 13.79% | 0.00% | 6.25% | 7.76% | 11.33% | 5.68% | 7.26% | 3.37% | 1.81% | 5.48% |
Drawdowns
VCBCX vs. VSTIX - Drawdown Comparison
The maximum VCBCX drawdown since its inception was -55.01%, smaller than the maximum VSTIX drawdown of -69.93%. Use the drawdown chart below to compare losses from any high point for VCBCX and VSTIX.
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Drawdown Indicators
| VCBCX | VSTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.01% | -69.93% | +14.92% |
Max Drawdown (1Y)Largest decline over 1 year | -15.94% | -12.14% | -3.80% |
Max Drawdown (5Y)Largest decline over 5 years | -43.31% | -24.41% | -18.90% |
Max Drawdown (10Y)Largest decline over 10 years | -43.31% | -33.52% | -9.79% |
Current DrawdownCurrent decline from peak | -15.94% | -8.98% | -6.96% |
Average DrawdownAverage peak-to-trough decline | -13.55% | -20.78% | +7.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.60% | 2.61% | +1.99% |
Volatility
VCBCX vs. VSTIX - Volatility Comparison
VALIC Company I Blue Chip Growth Fund (VCBCX) has a higher volatility of 4.90% compared to VALIC Company I Stock Index Fund (VSTIX) at 3.95%. This indicates that VCBCX's price experiences larger fluctuations and is considered to be riskier than VSTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VCBCX | VSTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.90% | 3.95% | +0.95% |
Volatility (6M)Calculated over the trailing 6-month period | 11.08% | 8.50% | +2.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.48% | 17.66% | +3.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.87% | 17.40% | +6.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.72% | 18.33% | +4.39% |