VDEQX vs. VGELX
Compare and contrast key facts about Vanguard Diversified Equity Fund (VDEQX) and Vanguard Energy Fund Admiral Shares (VGELX).
VDEQX is managed by Vanguard. It was launched on Jun 10, 2005. VGELX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VDEQX or VGELX.
Correlation
The correlation between VDEQX and VGELX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
VDEQX vs. VGELX - Performance Comparison
Key characteristics
VDEQX:
1.48
VGELX:
0.35
VDEQX:
1.95
VGELX:
0.50
VDEQX:
1.28
VGELX:
1.09
VDEQX:
0.93
VGELX:
0.20
VDEQX:
8.06
VGELX:
1.35
VDEQX:
2.65%
VGELX:
4.00%
VDEQX:
14.41%
VGELX:
15.38%
VDEQX:
-59.37%
VGELX:
-69.48%
VDEQX:
-7.10%
VGELX:
-22.77%
Returns By Period
In the year-to-date period, VDEQX achieves a 2.52% return, which is significantly lower than VGELX's 4.97% return. Over the past 10 years, VDEQX has outperformed VGELX with an annualized return of 6.07%, while VGELX has yielded a comparatively lower 2.17% annualized return.
VDEQX
2.52%
-0.75%
6.27%
20.40%
6.58%
6.07%
VGELX
4.97%
-2.99%
-5.92%
5.70%
3.26%
2.17%
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VDEQX vs. VGELX - Expense Ratio Comparison
VDEQX has a 0.35% expense ratio, which is higher than VGELX's 0.33% expense ratio.
Risk-Adjusted Performance
VDEQX vs. VGELX — Risk-Adjusted Performance Rank
VDEQX
VGELX
VDEQX vs. VGELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Diversified Equity Fund (VDEQX) and Vanguard Energy Fund Admiral Shares (VGELX). 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.
Dividends
VDEQX vs. VGELX - Dividend Comparison
VDEQX's dividend yield for the trailing twelve months is around 0.91%, less than VGELX's 3.82% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VDEQX Vanguard Diversified Equity Fund | 0.91% | 0.93% | 0.92% | 0.71% | 0.60% | 0.75% | 0.97% | 1.24% | 1.02% | 1.38% | 1.21% | 1.06% |
VGELX Vanguard Energy Fund Admiral Shares | 3.82% | 4.00% | 4.28% | 4.71% | 3.69% | 4.54% | 3.38% | 3.07% | 3.05% | 1.91% | 2.70% | 2.34% |
Drawdowns
VDEQX vs. VGELX - Drawdown Comparison
The maximum VDEQX drawdown since its inception was -59.37%, smaller than the maximum VGELX drawdown of -69.48%. Use the drawdown chart below to compare losses from any high point for VDEQX and VGELX. For additional features, visit the drawdowns tool.
Volatility
VDEQX vs. VGELX - Volatility Comparison
The current volatility for Vanguard Diversified Equity Fund (VDEQX) is 6.69%, while Vanguard Energy Fund Admiral Shares (VGELX) has a volatility of 11.36%. This indicates that VDEQX experiences smaller price fluctuations and is considered to be less risky than VGELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.