VDEQX vs. LGILX

In the year-to-date period, VDEQX achieves a 21.76% return, which is significantly lower than LGILX's 30.74% return. Over the past 10 years, VDEQX has outperformed LGILX with an annualized return of 12.17%, while LGILX has yielded a comparatively lower 3.25% annualized return.

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VDEQX has a 0.35% expense ratio, which is lower than LGILX's 0.71% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Diversified Equity Fund (VDEQX) and Schwab Select Large Cap Growth Fund (LGILX). 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.

The current VDEQX Sharpe Ratio is 2.10, which is higher than the LGILX Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of VDEQX and LGILX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VDEQX's dividend yield for the trailing twelve months is around 0.75%, while LGILX has not paid dividends to shareholders.

The maximum VDEQX drawdown since its inception was -56.27%, roughly equal to the maximum LGILX drawdown of -54.56%. Use the drawdown chart below to compare losses from any high point for VDEQX and LGILX. For additional features, visit the drawdowns tool.

The current volatility for Vanguard Diversified Equity Fund (VDEQX) is 4.49%, while Schwab Select Large Cap Growth Fund (LGILX) has a volatility of 5.51%. This indicates that VDEQX experiences smaller price fluctuations and is considered to be less risky than LGILX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.