VFIAX vs. VEIPX
Compare and contrast key facts about Vanguard 500 Index Fund Admiral Shares (VFIAX) and Vanguard Equity Income Fund Investor Shares (VEIPX).
VFIAX is managed by Vanguard. It was launched on Nov 13, 2000. 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: VFIAX or VEIPX.
Correlation
The correlation between VFIAX and VEIPX is 0.92, 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
VFIAX vs. VEIPX - Performance Comparison
Key characteristics
VFIAX:
0.52
VEIPX:
0.04
VFIAX:
0.89
VEIPX:
0.25
VFIAX:
1.13
VEIPX:
1.04
VFIAX:
0.56
VEIPX:
0.10
VFIAX:
2.18
VEIPX:
0.30
VFIAX:
4.85%
VEIPX:
6.36%
VFIAX:
19.36%
VEIPX:
17.73%
VFIAX:
-55.20%
VEIPX:
-56.84%
VFIAX:
-7.63%
VEIPX:
-10.35%
Returns By Period
In the year-to-date period, VFIAX achieves a -3.36% return, which is significantly lower than VEIPX's 0.69% return. Over the past 10 years, VFIAX has outperformed VEIPX with an annualized return of 12.40%, while VEIPX has yielded a comparatively lower 5.78% annualized return.
VFIAX
-3.36%
3.81%
-4.99%
9.97%
15.83%
12.40%
VEIPX
0.69%
2.63%
-8.91%
0.63%
8.87%
5.78%
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VFIAX vs. VEIPX - Expense Ratio Comparison
VFIAX has a 0.04% expense ratio, which is lower than VEIPX's 0.28% expense ratio.
Risk-Adjusted Performance
VFIAX vs. VEIPX — Risk-Adjusted Performance Rank
VFIAX
VEIPX
VFIAX vs. VEIPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard 500 Index Fund Admiral Shares (VFIAX) 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
VFIAX vs. VEIPX - Dividend Comparison
VFIAX's dividend yield for the trailing twelve months is around 1.33%, less than VEIPX's 2.90% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.33% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
VEIPX Vanguard Equity Income Fund Investor Shares | 2.90% | 2.81% | 2.94% | 2.93% | 2.40% | 2.62% | 2.63% | 3.15% | 2.45% | 2.74% | 2.96% | 2.69% |
Drawdowns
VFIAX vs. VEIPX - Drawdown Comparison
The maximum VFIAX drawdown since its inception was -55.20%, roughly equal to the maximum VEIPX drawdown of -56.84%. Use the drawdown chart below to compare losses from any high point for VFIAX and VEIPX. For additional features, visit the drawdowns tool.
Volatility
VFIAX vs. VEIPX - Volatility Comparison
Vanguard 500 Index Fund Admiral Shares (VFIAX) has a higher volatility of 6.81% compared to Vanguard Equity Income Fund Investor Shares (VEIPX) at 5.21%. This indicates that VFIAX's price experiences larger fluctuations and is considered to be riskier than VEIPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.