VGHCX vs. VPMCX
Compare and contrast key facts about Vanguard Health Care Fund Investor Shares (VGHCX) and Vanguard PRIMECAP Fund Investor Shares (VPMCX).
VGHCX is managed by Vanguard. It was launched on May 23, 1984. VPMCX is managed by Vanguard. It was launched on Nov 1, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VGHCX or VPMCX.
Performance
VGHCX vs. VPMCX - Performance Comparison
Returns By Period
In the year-to-date period, VGHCX achieves a -2.15% return, which is significantly lower than VPMCX's 14.02% return. Over the past 10 years, VGHCX has underperformed VPMCX with an annualized return of -0.18%, while VPMCX has yielded a comparatively higher 12.71% annualized return.
VGHCX
-2.15%
-9.86%
-5.45%
2.50%
0.32%
-0.18%
VPMCX
14.02%
-2.35%
3.02%
21.30%
13.07%
12.71%
Key characteristics
| VGHCX | VPMCX | |
|---|---|---|
| Sharpe Ratio | 0.20 | 1.55 |
| Sortino Ratio | 0.35 | 2.13 |
| Omega Ratio | 1.04 | 1.28 |
| Calmar Ratio | 0.14 | 1.72 |
| Martin Ratio | 0.63 | 6.94 |
| Ulcer Index | 3.88% | 3.06% |
| Daily Std Dev | 11.96% | 13.69% |
| Max Drawdown | -45.86% | -81.07% |
| Current Drawdown | -15.13% | -4.28% |
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VGHCX vs. VPMCX - Expense Ratio Comparison
VGHCX has a 0.30% expense ratio, which is lower than VPMCX's 0.38% expense ratio.
Correlation
The correlation between VGHCX and VPMCX is 0.73, 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.
Risk-Adjusted Performance
VGHCX vs. VPMCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Health Care Fund Investor Shares (VGHCX) and Vanguard PRIMECAP Fund Investor Shares (VPMCX). 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
VGHCX vs. VPMCX - Dividend Comparison
VGHCX's dividend yield for the trailing twelve months is around 0.88%, less than VPMCX's 0.96% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGHCX Vanguard Health Care Fund Investor Shares | 0.88% | 0.84% | 0.78% | 0.86% | 0.87% | 1.17% | 1.22% | 1.00% | 1.00% | 1.18% | 1.00% | 1.26% |
VPMCX Vanguard PRIMECAP Fund Investor Shares | 0.96% | 1.10% | 1.23% | 0.70% | 1.04% | 1.21% | 1.26% | 1.09% | 1.29% | 1.12% | 1.13% | 0.91% |
Drawdowns
VGHCX vs. VPMCX - Drawdown Comparison
The maximum VGHCX drawdown since its inception was -45.86%, smaller than the maximum VPMCX drawdown of -81.07%. Use the drawdown chart below to compare losses from any high point for VGHCX and VPMCX. For additional features, visit the drawdowns tool.
Volatility
VGHCX vs. VPMCX - Volatility Comparison
The current volatility for Vanguard Health Care Fund Investor Shares (VGHCX) is 3.98%, while Vanguard PRIMECAP Fund Investor Shares (VPMCX) has a volatility of 4.35%. This indicates that VGHCX experiences smaller price fluctuations and is considered to be less risky than VPMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.