PortfoliosLab logoPortfoliosLab logo
VGIAX vs. VIGIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VGIAX vs. VIGIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Growth and Income Fund Admiral Shares (VGIAX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

VGIAX vs. VIGIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VGIAX
Vanguard Growth and Income Fund Admiral Shares
-7.82%19.26%25.84%24.83%-17.18%28.86%18.04%29.77%-4.61%19.87%
VIGIX
Vanguard Growth Index Fund Institutional Shares
-13.83%19.44%32.68%46.77%-33.13%27.27%40.19%37.26%-3.34%27.81%

Returns By Period

In the year-to-date period, VGIAX achieves a -7.82% return, which is significantly higher than VIGIX's -13.83% return. Over the past 10 years, VGIAX has underperformed VIGIX with an annualized return of 13.51%, while VIGIX has yielded a comparatively higher 15.58% annualized return.


VGIAX

1D
-0.56%
1M
-7.86%
YTD
-7.82%
6M
-4.57%
1Y
16.31%
3Y*
17.49%
5Y*
11.51%
10Y*
13.51%

VIGIX

1D
-0.57%
1M
-8.83%
YTD
-13.83%
6M
-12.31%
1Y
13.73%
3Y*
19.57%
5Y*
10.94%
10Y*
15.58%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


VGIAX vs. VIGIX - Expense Ratio Comparison

VGIAX has a 0.22% expense ratio, which is higher than VIGIX's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Return for Risk

VGIAX vs. VIGIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VGIAX
VGIAX Risk / Return Rank: 5353
Overall Rank
VGIAX Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
VGIAX Sortino Ratio Rank: 5252
Sortino Ratio Rank
VGIAX Omega Ratio Rank: 5454
Omega Ratio Rank
VGIAX Calmar Ratio Rank: 5050
Calmar Ratio Rank
VGIAX Martin Ratio Rank: 5959
Martin Ratio Rank

VIGIX
VIGIX Risk / Return Rank: 2626
Overall Rank
VIGIX Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
VIGIX Sortino Ratio Rank: 3030
Sortino Ratio Rank
VIGIX Omega Ratio Rank: 2929
Omega Ratio Rank
VIGIX Calmar Ratio Rank: 2323
Calmar Ratio Rank
VIGIX Martin Ratio Rank: 2222
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VGIAX vs. VIGIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth and Income Fund Admiral Shares (VGIAX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). 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.


VGIAXVIGIXDifference

Sharpe ratio

Return per unit of total volatility

0.93

0.61

+0.32

Sortino ratio

Return per unit of downside risk

1.40

1.04

+0.36

Omega ratio

Gain probability vs. loss probability

1.21

1.15

+0.06

Calmar ratio

Return relative to maximum drawdown

1.22

0.66

+0.57

Martin ratio

Return relative to average drawdown

5.62

2.38

+3.24

VGIAX vs. VIGIX - Sharpe Ratio Comparison

The current VGIAX Sharpe Ratio is 0.93, which is higher than the VIGIX Sharpe Ratio of 0.61. The chart below compares the historical Sharpe Ratios of VGIAX and VIGIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


VGIAXVIGIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.93

0.61

+0.32

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.68

0.49

+0.18

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.75

0.73

+0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.44

0.43

+0.01

Correlation

The correlation between VGIAX and VIGIX is 0.95, 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.


Dividends

VGIAX vs. VIGIX - Dividend Comparison

VGIAX's dividend yield for the trailing twelve months is around 11.63%, more than VIGIX's 0.47% yield.


TTM20252024202320222021202020192018201720162015
VGIAX
Vanguard Growth and Income Fund Admiral Shares
11.63%10.72%11.67%8.70%9.81%15.28%6.63%4.19%8.05%5.06%7.01%7.72%
VIGIX
Vanguard Growth Index Fund Institutional Shares
0.47%0.41%0.47%0.58%0.70%0.48%0.66%0.95%1.32%1.15%1.40%1.31%

Drawdowns

VGIAX vs. VIGIX - Drawdown Comparison

The maximum VGIAX drawdown since its inception was -56.85%, roughly equal to the maximum VIGIX drawdown of -56.95%. Use the drawdown chart below to compare losses from any high point for VGIAX and VIGIX.


Loading graphics...

Drawdown Indicators


VGIAXVIGIXDifference

Max Drawdown

Largest peak-to-trough decline

-56.85%

-56.95%

+0.10%

Max Drawdown (1Y)

Largest decline over 1 year

-11.91%

-16.51%

+4.60%

Max Drawdown (5Y)

Largest decline over 5 years

-23.30%

-35.62%

+12.32%

Max Drawdown (10Y)

Largest decline over 10 years

-34.33%

-35.62%

+1.29%

Current Drawdown

Current decline from peak

-9.73%

-16.51%

+6.78%

Average Drawdown

Average peak-to-trough decline

-9.40%

-16.36%

+6.96%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.59%

4.56%

-1.97%

Volatility

VGIAX vs. VIGIX - Volatility Comparison

The current volatility for Vanguard Growth and Income Fund Admiral Shares (VGIAX) is 4.37%, while Vanguard Growth Index Fund Institutional Shares (VIGIX) has a volatility of 5.52%. This indicates that VGIAX experiences smaller price fluctuations and is considered to be less risky than VIGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


VGIAXVIGIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.37%

5.52%

-1.15%

Volatility (6M)

Calculated over the trailing 6-month period

9.74%

12.10%

-2.36%

Volatility (1Y)

Calculated over the trailing 1-year period

18.19%

22.69%

-4.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.06%

22.30%

-5.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.16%

21.49%

-3.33%