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.
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.
Performance
VDIGX vs. VEIPX - Performance Comparison
Key characteristics
VDIGX:
-0.03
VEIPX:
0.99
VDIGX:
0.04
VEIPX:
1.22
VDIGX:
1.01
VEIPX:
1.23
VDIGX:
-0.03
VEIPX:
1.10
VDIGX:
-0.10
VEIPX:
3.97
VDIGX:
3.84%
VEIPX:
3.43%
VDIGX:
12.88%
VEIPX:
13.81%
VDIGX:
-46.89%
VEIPX:
-56.84%
VDIGX:
-13.17%
VEIPX:
-7.87%
Returns By Period
In the year-to-date period, VDIGX achieves a 0.36% return, which is significantly lower than VEIPX's 3.47% return. Both investments have delivered pretty close results over the past 10 years, with VDIGX having a 6.58% annualized return and VEIPX not far behind at 6.40%.
VDIGX
0.36%
-7.84%
-6.14%
-0.91%
4.65%
6.58%
VEIPX
3.47%
4.87%
0.75%
13.44%
5.37%
6.40%
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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.
Risk-Adjusted Performance
VDIGX vs. VEIPX — Risk-Adjusted Performance Rank
VDIGX
VEIPX
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 1.87%, less than VEIPX's 2.72% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VDIGX Vanguard Dividend Growth Fund | 1.87% | 1.87% | 1.69% | 1.67% | 1.46% | 1.62% | 1.72% | 2.15% | 1.92% | 1.92% | 1.93% | 1.91% |
VEIPX Vanguard Equity Income Fund Investor Shares | 2.72% | 2.81% | 2.94% | 2.93% | 2.40% | 2.62% | 2.63% | 3.15% | 2.45% | 2.74% | 2.96% | 2.69% |
Drawdowns
VDIGX vs. VEIPX - Drawdown Comparison
The maximum VDIGX drawdown since its inception was -46.89%, smaller than the maximum VEIPX drawdown of -56.84%. 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
Vanguard Dividend Growth Fund (VDIGX) and Vanguard Equity Income Fund Investor Shares (VEIPX) have volatilities of 10.31% and 10.26%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.