VFINX vs. PRPFX
Compare and contrast key facts about Vanguard 500 Index Fund Investor Shares (VFINX) and Permanent Portfolio Permanent Portfolio (PRPFX).
VFINX is managed by Vanguard. PRPFX is managed by Permanent Portfolio. It was launched on Nov 30, 1982.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFINX or PRPFX.
Correlation
The correlation between VFINX and PRPFX is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
VFINX vs. PRPFX - Performance Comparison
Key characteristics
VFINX:
0.56
PRPFX:
1.66
VFINX:
0.90
PRPFX:
2.29
VFINX:
1.13
PRPFX:
1.32
VFINX:
0.58
PRPFX:
2.40
VFINX:
2.39
PRPFX:
8.27
VFINX:
4.51%
PRPFX:
2.38%
VFINX:
19.43%
PRPFX:
11.88%
VFINX:
-55.25%
PRPFX:
-31.23%
VFINX:
-10.54%
PRPFX:
-0.40%
Returns By Period
In the year-to-date period, VFINX achieves a -6.41% return, which is significantly lower than PRPFX's 7.64% return. Over the past 10 years, VFINX has outperformed PRPFX with an annualized return of 11.94%, while PRPFX has yielded a comparatively lower 5.63% annualized return.
VFINX
-6.41%
-4.98%
-5.03%
9.46%
15.86%
11.94%
PRPFX
7.64%
1.09%
5.07%
19.46%
11.87%
5.63%
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VFINX vs. PRPFX - Expense Ratio Comparison
VFINX has a 0.14% expense ratio, which is lower than PRPFX's 0.81% expense ratio.
Risk-Adjusted Performance
VFINX vs. PRPFX — Risk-Adjusted Performance Rank
VFINX
PRPFX
VFINX vs. PRPFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard 500 Index Fund Investor Shares (VFINX) and Permanent Portfolio Permanent Portfolio (PRPFX). 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
VFINX vs. PRPFX - Dividend Comparison
VFINX's dividend yield for the trailing twelve months is around 1.27%, more than PRPFX's 0.88% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFINX Vanguard 500 Index Fund Investor Shares | 1.27% | 1.14% | 1.36% | 1.57% | 1.15% | 1.84% | 1.77% | 1.94% | 1.69% | 1.92% | 1.99% | 1.74% |
PRPFX Permanent Portfolio Permanent Portfolio | 0.88% | 0.95% | 0.65% | 0.31% | 0.36% | 0.93% | 0.97% | 0.88% | 0.82% | 0.82% | 1.19% | 0.68% |
Drawdowns
VFINX vs. PRPFX - Drawdown Comparison
The maximum VFINX drawdown since its inception was -55.25%, which is greater than PRPFX's maximum drawdown of -31.23%. Use the drawdown chart below to compare losses from any high point for VFINX and PRPFX. For additional features, visit the drawdowns tool.
Volatility
VFINX vs. PRPFX - Volatility Comparison
Vanguard 500 Index Fund Investor Shares (VFINX) has a higher volatility of 14.22% compared to Permanent Portfolio Permanent Portfolio (PRPFX) at 7.02%. This indicates that VFINX's price experiences larger fluctuations and is considered to be riskier than PRPFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.