VCULX vs. VRGWX
VCULX (VALIC Company I Growth Fund) and VRGWX (Vanguard Russell 1000 Growth Index Fund Institutional Shares) are both Large Cap Growth Equities funds. Over the past 10 years, VCULX returned 15.09%/yr vs 17.69%/yr for VRGWX. Their 0.98 correlation means they have historically moved very closely together. VCULX charges 0.61%/yr vs 0.05%/yr for VRGWX.
Performance
VCULX vs. VRGWX - Performance Comparison
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Returns By Period
In the year-to-date period, VCULX achieves a 5.14% return, which is significantly higher than VRGWX's -0.51% return. Over the past 10 years, VCULX has underperformed VRGWX with an annualized return of 15.09%, while VRGWX has yielded a comparatively higher 17.69% annualized return.
VCULX
- 1D
- 3.01%
- 1M
- -2.48%
- 6M
- 5.19%
- YTD
- 5.14%
- 1Y
- 12.10%
- 3Y*
- 18.68%
- 5Y*
- 8.85%
- 10Y*
- 15.09%
- ALL TIME*
- 8.80%
VRGWX
- 1D
- 2.96%
- 1M
- -3.22%
- 6M
- 1.02%
- YTD
- -0.51%
- 1Y
- 9.23%
- 3Y*
- 18.85%
- 5Y*
- 12.46%
- 10Y*
- 17.69%
- ALL TIME*
- 16.56%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
VCULX vs. VRGWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VCULX VALIC Company I Growth Fund | 5.14% | 10.84% | 32.74% | 46.14% | -35.17% | 20.88% | 42.64% | 31.75% | -6.16% | 30.29% |
VRGWX Vanguard Russell 1000 Growth Index Fund Institutional Shares | -0.51% | 18.32% | 33.25% | 42.65% | -29.18% | 32.42% | 38.38% | 36.30% | -1.59% | 30.11% |
Correlation
The correlation between VCULX and VRGWX is 0.94, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.94 |
Correlation (3Y) Balances recent behavior with more history. | 0.97 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.98 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.98 |
Correlation (All Time) Calculated using the full available price history since Sep 22, 2010 | 0.98 |
The correlation between VCULX and VRGWX has been stable across timeframes, ranging from 0.94 to 0.98 - a consistent structural relationship.
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Return for Risk
VCULX vs. VRGWX — Risk / Return Rank
VCULX
VRGWX
VCULX vs. VRGWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VALIC Company I Growth Fund (VCULX) and Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VCULX | VRGWX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.13 | ||
| Sortino ratioReturn per unit of downside risk | +0.18 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.08 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 0.61 | 0.45 | +0.16 |
| Martin ratioReturn relative to average drawdown | 1.92 | 1.34 | +0.58 |
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Drawdowns
VCULX vs. VRGWX - Drawdown Comparison
The maximum VCULX drawdown since its inception was -51.32%, which is greater than VRGWX's maximum drawdown of -32.70%. Use the drawdown chart below to compare losses from any high point for VCULX and VRGWX.
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Drawdown Indicators
| VCULX | VRGWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.32% | -32.70% | -18.62% |
Max Drawdown (1Y)Largest decline over 1 year | -16.39% | -16.19% | -0.20% |
Max Drawdown (3Y)Largest decline over 3 years | -26.46% | -23.44% | -3.02% |
Max Drawdown (5Y)Largest decline over 5 years | -39.13% | -32.70% | -6.43% |
Max Drawdown (10Y)Largest decline over 10 years | -39.13% | -32.70% | -6.43% |
Current DrawdownCurrent decline from peak | -7.50% | -8.72% | +1.22% |
Average DrawdownAverage peak-to-trough decline | -10.26% | -4.88% | -5.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.17% | 5.38% | -0.21% |
Volatility
VCULX vs. VRGWX - Volatility Comparison
VALIC Company I Growth Fund (VCULX) and Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX) have volatilities of 6.22% and 6.40%, 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.
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Volatility by Period
| VCULX | VRGWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.22% | 6.40% | -0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 14.92% | 14.06% | +0.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.26% | 17.50% | +0.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.42% | 21.94% | +1.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.12% | 21.29% | +0.83% |
VCULX vs. VRGWX - Expense Ratio Comparison
VCULX has a 0.61% expense ratio, which is higher than VRGWX's 0.05% expense ratio.
Dividends
VCULX vs. VRGWX - Dividend Comparison
VCULX's dividend yield for the trailing twelve months is around 11.20%, more than VRGWX's 0.49% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VCULX VALIC Company I Growth Fund | 11.20% | 0.00% | 0.07% | 30.05% | 37.81% | 12.80% | 7.28% | 7.63% | 0.63% | 6.70% | 0.00% | 0.00% |
VRGWX Vanguard Russell 1000 Growth Index Fund Institutional Shares | 0.49% | 0.35% | 0.56% | 0.71% | 0.99% | 4.18% | 0.77% | 1.03% | 1.22% | 1.22% | 1.52% | 1.51% |
Frequently Asked Questions
With a correlation of 0.94, VCULX and VRGWX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
VRGWX has higher volatility (6.40%) compared to VCULX (6.22%). In terms of maximum drawdown, VCULX dropped -51.32% vs VRGWX's -32.70%.
VCULX currently has the higher Sharpe Ratio (0.55 vs 0.41), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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