VEXRX vs. VSGAX
Compare and contrast key facts about Vanguard Explorer Fund Admiral Shares (VEXRX) and Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX).
VEXRX is managed by Vanguard. It was launched on Nov 12, 2001. VSGAX is managed by Vanguard. It was launched on Sep 27, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VEXRX or VSGAX.
Correlation
The correlation between VEXRX and VSGAX 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.
Performance
VEXRX vs. VSGAX - Performance Comparison
Key characteristics
VEXRX:
-0.33
VSGAX:
0.13
VEXRX:
-0.32
VSGAX:
0.36
VEXRX:
0.96
VSGAX:
1.05
VEXRX:
-0.19
VSGAX:
0.12
VEXRX:
-0.78
VSGAX:
0.40
VEXRX:
9.96%
VSGAX:
8.06%
VEXRX:
23.24%
VSGAX:
24.59%
VEXRX:
-61.00%
VSGAX:
-38.70%
VEXRX:
-34.12%
VSGAX:
-18.70%
Returns By Period
The year-to-date returns for both stocks are quite close, with VEXRX having a -11.31% return and VSGAX slightly lower at -11.83%. Over the past 10 years, VEXRX has underperformed VSGAX with an annualized return of 0.71%, while VSGAX has yielded a comparatively higher 7.04% annualized return.
VEXRX
-11.31%
-6.77%
-16.19%
-9.14%
4.15%
0.71%
VSGAX
-11.83%
-6.84%
-8.02%
1.40%
8.70%
7.04%
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VEXRX vs. VSGAX - Expense Ratio Comparison
VEXRX has a 0.29% expense ratio, which is higher than VSGAX's 0.07% expense ratio.
Risk-Adjusted Performance
VEXRX vs. VSGAX — Risk-Adjusted Performance Rank
VEXRX
VSGAX
VEXRX vs. VSGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Explorer Fund Admiral Shares (VEXRX) and Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX). 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
VEXRX vs. VSGAX - Dividend Comparison
VEXRX's dividend yield for the trailing twelve months is around 0.62%, more than VSGAX's 0.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEXRX Vanguard Explorer Fund Admiral Shares | 0.62% | 0.55% | 0.62% | 0.51% | 0.36% | 0.23% | 0.39% | 0.51% | 0.50% | 0.50% | 0.51% | 0.37% |
VSGAX Vanguard Small-Cap Growth Index Fund Admiral Shares | 0.61% | 0.54% | 0.68% | 0.55% | 0.36% | 0.44% | 0.57% | 0.79% | 0.81% | 1.08% | 0.98% | 1.01% |
Drawdowns
VEXRX vs. VSGAX - Drawdown Comparison
The maximum VEXRX drawdown since its inception was -61.00%, which is greater than VSGAX's maximum drawdown of -38.70%. Use the drawdown chart below to compare losses from any high point for VEXRX and VSGAX. For additional features, visit the drawdowns tool.
Volatility
VEXRX vs. VSGAX - Volatility Comparison
The current volatility for Vanguard Explorer Fund Admiral Shares (VEXRX) is 15.00%, while Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX) has a volatility of 15.95%. This indicates that VEXRX experiences smaller price fluctuations and is considered to be less risky than VSGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.