Correlation
The correlation between VCULX and VSTIX is 0.93, 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.
VCULX vs. VSTIX
Compare and contrast key facts about VALIC Company I Growth Fund (VCULX) and VALIC Company I Stock Index Fund (VSTIX).
VCULX is managed by VALIC. It was launched on Dec 5, 2005. VSTIX is managed by VALIC. It was launched on Apr 20, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VCULX or VSTIX.
Performance
VCULX vs. VSTIX - Performance Comparison
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Key characteristics
VCULX:
0.58
VSTIX:
0.61
VCULX:
0.86
VSTIX:
0.88
VCULX:
1.12
VSTIX:
1.13
VCULX:
0.55
VSTIX:
0.53
VCULX:
1.75
VSTIX:
1.93
VCULX:
7.59%
VSTIX:
5.56%
VCULX:
26.98%
VSTIX:
20.06%
VCULX:
-51.31%
VSTIX:
-64.35%
VCULX:
-4.80%
VSTIX:
-5.09%
Returns By Period
In the year-to-date period, VCULX achieves a 0.06% return, which is significantly higher than VSTIX's -0.75% return. Over the past 10 years, VCULX has outperformed VSTIX with an annualized return of 14.12%, while VSTIX has yielded a comparatively lower 6.48% annualized return.
VCULX
0.06%
8.06%
0.81%
15.64%
18.78%
14.59%
14.12%
VSTIX
-0.75%
5.59%
-3.14%
11.32%
8.43%
9.11%
6.48%
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VCULX vs. VSTIX - Expense Ratio Comparison
VCULX has a 0.61% expense ratio, which is higher than VSTIX's 0.29% expense ratio.
Risk-Adjusted Performance
VCULX vs. VSTIX — Risk-Adjusted Performance Rank
VCULX
VSTIX
VCULX vs. VSTIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VALIC Company I Growth Fund (VCULX) 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.
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Dividends
VCULX vs. VSTIX - Dividend Comparison
VCULX's dividend yield for the trailing twelve months is around 3.13%, more than VSTIX's 2.76% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VCULX VALIC Company I Growth Fund | 3.13% | 0.07% | 30.05% | 37.81% | 12.80% | 7.28% | 7.63% | 4.61% | 6.70% | 17.98% | 13.12% | 0.77% |
VSTIX VALIC Company I Stock Index Fund | 2.76% | 6.25% | 7.76% | 11.34% | 5.68% | 7.26% | 3.37% | 5.77% | 5.48% | 9.81% | 5.45% | 3.61% |
Drawdowns
VCULX vs. VSTIX - Drawdown Comparison
The maximum VCULX drawdown since its inception was -51.31%, smaller than the maximum VSTIX drawdown of -64.35%. Use the drawdown chart below to compare losses from any high point for VCULX and VSTIX.
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Volatility
VCULX vs. VSTIX - Volatility Comparison
VALIC Company I Growth Fund (VCULX) has a higher volatility of 5.88% compared to VALIC Company I Stock Index Fund (VSTIX) at 4.81%. This indicates that VCULX'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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