VEVFX vs. VFIAX

In the year-to-date period, VEVFX achieves a -5.31% return, which is significantly lower than VFIAX's 0.63% return. Over the past 10 years, VEVFX has underperformed VFIAX with an annualized return of 3.41%, while VFIAX has yielded a comparatively higher 12.74% annualized return.

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VEVFX has a 0.52% expense ratio, which is higher than VFIAX's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Explorer Value Fund (VEVFX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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.

The current VEVFX Sharpe Ratio is -0.39, which is lower than the VFIAX Sharpe Ratio of 0.71. The chart below compares the historical Sharpe Ratios of VEVFX and VFIAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VEVFX's dividend yield for the trailing twelve months is around 1.89%, more than VFIAX's 1.28% yield.

The maximum VEVFX drawdown since its inception was -50.98%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for VEVFX and VFIAX. For additional features, visit the drawdowns tool.

Vanguard Explorer Value Fund (VEVFX) and Vanguard 500 Index Fund Admiral Shares (VFIAX) have volatilities of 6.37% and 6.15%, 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.