VDIGX vs. PRDGX
Compare and contrast key facts about Vanguard Dividend Growth Fund (VDIGX) and T. Rowe Price Dividend Growth Fund, Inc. (PRDGX).
VDIGX is managed by Vanguard. It was launched on May 15, 1992. PRDGX is managed by T. Rowe Price. It was launched on Dec 30, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VDIGX or PRDGX.
Performance
VDIGX vs. PRDGX - Performance Comparison
Returns By Period
In the year-to-date period, VDIGX achieves a 11.34% return, which is significantly lower than PRDGX's 16.26% return. Over the past 10 years, VDIGX has underperformed PRDGX with an annualized return of 10.85%, while PRDGX has yielded a comparatively higher 11.76% annualized return.
VDIGX
11.34%
-3.24%
4.53%
17.68%
10.54%
10.85%
PRDGX
16.26%
-1.53%
6.16%
22.67%
12.11%
11.76%
Key characteristics
| VDIGX | PRDGX | |
|---|---|---|
| Sharpe Ratio | 2.09 | 2.42 |
| Sortino Ratio | 2.86 | 3.37 |
| Omega Ratio | 1.37 | 1.44 |
| Calmar Ratio | 3.80 | 4.58 |
| Martin Ratio | 11.19 | 16.34 |
| Ulcer Index | 1.63% | 1.42% |
| Daily Std Dev | 8.72% | 9.58% |
| Max Drawdown | -45.23% | -49.79% |
| Current Drawdown | -3.65% | -1.74% |
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VDIGX vs. PRDGX - Expense Ratio Comparison
VDIGX has a 0.27% expense ratio, which is lower than PRDGX's 0.62% expense ratio.
Correlation
The correlation between VDIGX and PRDGX is 0.86, 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.
Risk-Adjusted Performance
VDIGX vs. PRDGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Dividend Growth Fund (VDIGX) and T. Rowe Price Dividend Growth Fund, Inc. (PRDGX). 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
VDIGX vs. PRDGX - Dividend Comparison
VDIGX's dividend yield for the trailing twelve months is around 1.65%, more than PRDGX's 1.00% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VDIGX Vanguard Dividend Growth Fund | 1.65% | 1.69% | 1.67% | 1.46% | 1.62% | 1.72% | 2.15% | 1.92% | 1.92% | 1.93% | 1.91% | 1.80% |
PRDGX T. Rowe Price Dividend Growth Fund, Inc. | 1.00% | 1.16% | 1.14% | 0.78% | 1.03% | 1.24% | 1.76% | 1.22% | 1.53% | 1.78% | 1.30% | 1.22% |
Drawdowns
VDIGX vs. PRDGX - Drawdown Comparison
The maximum VDIGX drawdown since its inception was -45.23%, smaller than the maximum PRDGX drawdown of -49.79%. Use the drawdown chart below to compare losses from any high point for VDIGX and PRDGX. For additional features, visit the drawdowns tool.
Volatility
VDIGX vs. PRDGX - Volatility Comparison
The current volatility for Vanguard Dividend Growth Fund (VDIGX) is 2.49%, while T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) has a volatility of 3.10%. This indicates that VDIGX experiences smaller price fluctuations and is considered to be less risky than PRDGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.