VFIJX vs. VDIGX

The year-to-date returns for both stocks are quite close, with VFIJX having a 2.15% return and VDIGX slightly lower at 2.12%. Over the past 10 years, VFIJX has underperformed VDIGX with an annualized return of 1.13%, while VDIGX has yielded a comparatively higher 10.53% annualized return.

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VFIJX has a 0.11% 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%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard GNMA Fund Admiral Shares (VFIJX) 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.

The current VFIJX Sharpe Ratio is 1.16, which is higher than the VDIGX Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of VFIJX and VDIGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VFIJX's dividend yield for the trailing twelve months is around 3.43%, less than VDIGX's 13.33% yield.

The maximum VFIJX drawdown since its inception was -15.95%, smaller than the maximum VDIGX drawdown of -45.23%. Use the drawdown chart below to compare losses from any high point for VFIJX and VDIGX.

The current volatility for Vanguard GNMA Fund Admiral Shares (VFIJX) is 1.50%, while Vanguard Dividend Growth Fund (VDIGX) has a volatility of 4.22%. This indicates that VFIJX experiences smaller price fluctuations and is considered to be less risky than VDIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.