VFINX vs. VDIGX

In the year-to-date period, VFINX achieves a -0.87% return, which is significantly lower than VDIGX's 0.05% return. Over the past 10 years, VFINX has outperformed VDIGX with an annualized return of 12.56%, while VDIGX has yielded a comparatively lower 10.31% annualized return.

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VFINX has a 0.14% 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 500 Index Fund Investor Shares (VFINX) 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 VFINX Sharpe Ratio is 0.59, which is higher than the VDIGX Sharpe Ratio of 0.28. The chart below compares the historical Sharpe Ratios of VFINX 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.

VFINX's dividend yield for the trailing twelve months is around 1.20%, less than VDIGX's 13.60% yield.

The maximum VFINX drawdown since its inception was -55.25%, which is greater than VDIGX's maximum drawdown of -45.23%. Use the drawdown chart below to compare losses from any high point for VFINX and VDIGX.

Vanguard 500 Index Fund Investor Shares (VFINX) has a higher volatility of 4.43% compared to Vanguard Dividend Growth Fund (VDIGX) at 3.90%. This indicates that VFINX's price experiences larger fluctuations and is considered to be riskier than VDIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.