VFICX vs. VICSX
Compare and contrast key facts about Vanguard Intermediate-Term Investment-Grade Fund Investor Shares (VFICX) and Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares (VICSX).
VFICX is managed by Vanguard. It was launched on Nov 1, 1993. VICSX is managed by Vanguard. It was launched on Mar 2, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFICX or VICSX.
Key characteristics
| VFICX | VICSX | |
|---|---|---|
| YTD Return | 4.09% | 4.21% |
| 1Y Return | 12.31% | 12.51% |
| 3Y Return (Ann) | -1.44% | -1.29% |
| 5Y Return (Ann) | 0.42% | 1.13% |
| 10Y Return (Ann) | 1.83% | 2.80% |
| Sharpe Ratio | 1.93 | 2.04 |
| Sortino Ratio | 2.90 | 3.07 |
| Omega Ratio | 1.36 | 1.37 |
| Calmar Ratio | 0.65 | 0.75 |
| Martin Ratio | 8.11 | 9.03 |
| Ulcer Index | 1.42% | 1.29% |
| Daily Std Dev | 5.95% | 5.73% |
| Max Drawdown | -22.68% | -21.03% |
| Current Drawdown | -7.45% | -5.05% |
Correlation
The correlation between VFICX and VICSX is 0.93, 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
VFICX vs. VICSX - Performance Comparison
The year-to-date returns for both investments are quite close, with VFICX having a 4.09% return and VICSX slightly higher at 4.21%. Over the past 10 years, VFICX has underperformed VICSX with an annualized return of 1.83%, while VICSX has yielded a comparatively higher 2.80% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VFICX vs. VICSX - Expense Ratio Comparison
VFICX has a 0.20% expense ratio, which is higher than VICSX's 0.07% expense ratio. However, 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
VFICX vs. VICSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Intermediate-Term Investment-Grade Fund Investor Shares (VFICX) and Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares (VICSX). 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
VFICX vs. VICSX - Dividend Comparison
VFICX's dividend yield for the trailing twelve months is around 4.41%, more than VICSX's 4.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFICX Vanguard Intermediate-Term Investment-Grade Fund Investor Shares | 4.41% | 3.81% | 3.09% | 2.26% | 2.51% | 3.04% | 3.21% | 2.80% | 2.87% | 3.08% | 3.16% | 3.27% |
VICSX Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares | 4.24% | 3.70% | 3.00% | 2.20% | 2.56% | 3.36% | 3.62% | 3.22% | 3.30% | 3.36% | 3.20% | 3.26% |
Drawdowns
VFICX vs. VICSX - Drawdown Comparison
The maximum VFICX drawdown since its inception was -22.68%, which is greater than VICSX's maximum drawdown of -21.03%. Use the drawdown chart below to compare losses from any high point for VFICX and VICSX. For additional features, visit the drawdowns tool.
Volatility
VFICX vs. VICSX - Volatility Comparison
Vanguard Intermediate-Term Investment-Grade Fund Investor Shares (VFICX) and Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares (VICSX) have volatilities of 1.65% and 1.58%, 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.