VGIAX vs. VDIGX
Compare and contrast key facts about Vanguard Growth and Income Fund Admiral Shares (VGIAX) and Vanguard Dividend Growth Fund (VDIGX).
VGIAX is managed by Vanguard. It was launched on May 14, 2001. VDIGX is managed by Vanguard. It was launched on May 15, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VGIAX or VDIGX.
Correlation
The correlation between VGIAX and VDIGX is 0.89, 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
VGIAX vs. VDIGX - Performance Comparison
Key characteristics
VGIAX:
2.08
VDIGX:
-0.03
VGIAX:
2.74
VDIGX:
0.04
VGIAX:
1.38
VDIGX:
1.01
VGIAX:
1.39
VDIGX:
-0.03
VGIAX:
12.59
VDIGX:
-0.10
VGIAX:
2.27%
VDIGX:
3.84%
VGIAX:
13.77%
VDIGX:
12.88%
VGIAX:
-61.59%
VDIGX:
-46.89%
VGIAX:
-1.61%
VDIGX:
-13.17%
Returns By Period
In the year-to-date period, VGIAX achieves a 2.21% return, which is significantly higher than VDIGX's 0.36% return. Over the past 10 years, VGIAX has outperformed VDIGX with an annualized return of 7.19%, while VDIGX has yielded a comparatively lower 6.58% annualized return.
VGIAX
2.21%
2.50%
9.66%
27.45%
7.03%
7.19%
VDIGX
0.36%
-7.84%
-6.14%
-0.91%
4.65%
6.58%
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VGIAX vs. VDIGX - Expense Ratio Comparison
VGIAX has a 0.22% 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%.
Risk-Adjusted Performance
VGIAX vs. VDIGX — Risk-Adjusted Performance Rank
VGIAX
VDIGX
VGIAX vs. VDIGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth and Income Fund Admiral Shares (VGIAX) 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.
Dividends
VGIAX vs. VDIGX - Dividend Comparison
VGIAX's dividend yield for the trailing twelve months is around 1.05%, less than VDIGX's 1.87% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGIAX Vanguard Growth and Income Fund Admiral Shares | 1.05% | 1.07% | 1.29% | 1.76% | 1.26% | 1.45% | 1.67% | 1.91% | 1.59% | 2.19% | 1.99% | 1.77% |
VDIGX Vanguard Dividend Growth Fund | 1.87% | 1.87% | 1.69% | 1.67% | 1.46% | 1.62% | 1.72% | 2.15% | 1.92% | 1.92% | 1.93% | 1.91% |
Drawdowns
VGIAX vs. VDIGX - Drawdown Comparison
The maximum VGIAX drawdown since its inception was -61.59%, which is greater than VDIGX's maximum drawdown of -46.89%. Use the drawdown chart below to compare losses from any high point for VGIAX and VDIGX. For additional features, visit the drawdowns tool.
Volatility
VGIAX vs. VDIGX - Volatility Comparison
The current volatility for Vanguard Growth and Income Fund Admiral Shares (VGIAX) is 5.51%, while Vanguard Dividend Growth Fund (VDIGX) has a volatility of 10.31%. This indicates that VGIAX 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.