VDIGX vs. VEIPX
Compare and contrast key facts about Vanguard Dividend Growth Fund (VDIGX) and Vanguard Equity Income Fund Investor Shares (VEIPX).
VDIGX is managed by Vanguard. It was launched on May 15, 1992. VEIPX is managed by Vanguard. It was launched on Mar 21, 1988.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VDIGX or VEIPX.
Performance
VDIGX vs. VEIPX - Performance Comparison
Returns By Period
In the year-to-date period, VDIGX achieves a 11.34% return, which is significantly lower than VEIPX's 17.26% return. Over the past 10 years, VDIGX has outperformed VEIPX with an annualized return of 10.85%, while VEIPX has yielded a comparatively lower 9.66% annualized return.
VDIGX
11.34%
-3.24%
4.53%
17.68%
10.54%
10.85%
VEIPX
17.26%
-0.50%
7.27%
20.09%
9.89%
9.66%
Key characteristics
| VDIGX | VEIPX | |
|---|---|---|
| Sharpe Ratio | 2.09 | 1.72 |
| Sortino Ratio | 2.86 | 2.26 |
| Omega Ratio | 1.37 | 1.33 |
| Calmar Ratio | 3.80 | 3.30 |
| Martin Ratio | 11.19 | 8.09 |
| Ulcer Index | 1.63% | 2.41% |
| Daily Std Dev | 8.72% | 11.37% |
| Max Drawdown | -45.23% | -54.12% |
| Current Drawdown | -3.65% | -1.68% |
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VDIGX vs. VEIPX - Expense Ratio Comparison
VDIGX has a 0.27% expense ratio, which is lower than VEIPX's 0.28% expense ratio.
Correlation
The correlation between VDIGX and VEIPX is 0.87, 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. VEIPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Dividend Growth Fund (VDIGX) and Vanguard Equity Income Fund Investor Shares (VEIPX). 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. VEIPX - Dividend Comparison
VDIGX's dividend yield for the trailing twelve months is around 1.65%, less than VEIPX's 2.73% 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% |
VEIPX Vanguard Equity Income Fund Investor Shares | 2.73% | 2.94% | 2.93% | 2.40% | 2.62% | 2.63% | 3.15% | 2.45% | 2.74% | 2.96% | 2.69% | 2.51% |
Drawdowns
VDIGX vs. VEIPX - Drawdown Comparison
The maximum VDIGX drawdown since its inception was -45.23%, smaller than the maximum VEIPX drawdown of -54.12%. Use the drawdown chart below to compare losses from any high point for VDIGX and VEIPX. For additional features, visit the drawdowns tool.
Volatility
VDIGX vs. VEIPX - Volatility Comparison
The current volatility for Vanguard Dividend Growth Fund (VDIGX) is 2.49%, while Vanguard Equity Income Fund Investor Shares (VEIPX) has a volatility of 3.59%. This indicates that VDIGX experiences smaller price fluctuations and is considered to be less risky than VEIPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.