VEIRX vs. VDIGX
Compare and contrast key facts about Vanguard Equity Income Fund Admiral Shares (VEIRX) and Vanguard Dividend Growth Fund (VDIGX).
VEIRX is managed by Vanguard. It was launched on Aug 13, 2001. VDIGX is managed by Vanguard. It was launched on May 15, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VEIRX or VDIGX.
Correlation
The correlation between VEIRX and VDIGX is 0.90, 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
VEIRX vs. VDIGX - Performance Comparison
Key characteristics
VEIRX:
0.12
VDIGX:
-0.44
VEIRX:
0.26
VDIGX:
-0.46
VEIRX:
1.04
VDIGX:
0.92
VEIRX:
0.11
VDIGX:
-0.33
VEIRX:
0.35
VDIGX:
-0.93
VEIRX:
5.93%
VDIGX:
8.15%
VEIRX:
17.69%
VDIGX:
17.29%
VEIRX:
-56.75%
VDIGX:
-46.89%
VEIRX:
-11.70%
VDIGX:
-18.18%
Returns By Period
In the year-to-date period, VEIRX achieves a -0.83% return, which is significantly higher than VDIGX's -5.43% return. Both investments have delivered pretty close results over the past 10 years, with VEIRX having a 5.71% annualized return and VDIGX not far ahead at 5.86%.
VEIRX
-0.83%
-3.80%
-8.67%
1.28%
8.82%
5.71%
VDIGX
-5.43%
-5.59%
-16.15%
-8.07%
6.57%
5.86%
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VEIRX vs. VDIGX - Expense Ratio Comparison
VEIRX has a 0.19% expense ratio, which is lower than VDIGX's 0.27% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VEIRX vs. VDIGX — Risk-Adjusted Performance Rank
VEIRX
VDIGX
VEIRX vs. VDIGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Equity Income Fund Admiral Shares (VEIRX) and Vanguard Dividend Growth Fund (VDIGX). 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
VEIRX vs. VDIGX - Dividend Comparison
VEIRX's dividend yield for the trailing twelve months is around 3.05%, more than VDIGX's 1.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEIRX Vanguard Equity Income Fund Admiral Shares | 3.05% | 2.91% | 3.03% | 3.03% | 2.49% | 2.70% | 2.71% | 3.25% | 2.54% | 2.83% | 3.05% | 2.78% |
VDIGX Vanguard Dividend Growth Fund | 1.97% | 1.87% | 1.69% | 1.67% | 1.46% | 1.62% | 1.72% | 2.15% | 1.92% | 1.92% | 1.93% | 1.91% |
Drawdowns
VEIRX vs. VDIGX - Drawdown Comparison
The maximum VEIRX drawdown since its inception was -56.75%, which is greater than VDIGX's maximum drawdown of -46.89%. Use the drawdown chart below to compare losses from any high point for VEIRX and VDIGX. For additional features, visit the drawdowns tool.
Volatility
VEIRX vs. VDIGX - Volatility Comparison
Vanguard Equity Income Fund Admiral Shares (VEIRX) and Vanguard Dividend Growth Fund (VDIGX) have volatilities of 11.25% and 11.25%, 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.