VGIAX vs. YFSIX
Compare and contrast key facts about Vanguard Growth and Income Fund Admiral Shares (VGIAX) and AMG Yacktman Global Fund (YFSIX).
VGIAX is managed by Vanguard. It was launched on May 14, 2001. YFSIX is managed by AMG. It was launched on Jan 30, 2017.
Performance
VGIAX vs. YFSIX - Performance Comparison
Loading graphics...
VGIAX vs. YFSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% | 18.07% |
YFSIX AMG Yacktman Global Fund | 8.16% | 14.91% | -0.34% | 16.64% | -9.15% | 13.13% | 18.46% | 24.40% | 2.18% | 20.95% |
Returns By Period
In the year-to-date period, VGIAX achieves a -7.82% return, which is significantly lower than YFSIX's 8.16% 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%
YFSIX
- 1D
- -1.07%
- 1M
- -10.67%
- YTD
- 8.16%
- 6M
- 0.34%
- 1Y
- 22.29%
- 3Y*
- 11.70%
- 5Y*
- 6.73%
- 10Y*
- —
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. YFSIX - Expense Ratio Comparison
VGIAX has a 0.22% expense ratio, which is lower than YFSIX's 0.95% expense ratio.
Return for Risk
VGIAX vs. YFSIX — Risk / Return Rank
VGIAX
YFSIX
VGIAX vs. YFSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth and Income Fund Admiral Shares (VGIAX) and AMG Yacktman Global Fund (YFSIX). 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.
| VGIAX | YFSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 0.99 | -0.06 |
Sortino ratioReturn per unit of downside risk | 1.40 | 1.16 | +0.24 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.26 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.22 | 1.36 | -0.14 |
Martin ratioReturn relative to average drawdown | 5.62 | 4.42 | +1.20 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| VGIAX | YFSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 0.99 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.45 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.71 | -0.27 |
Correlation
The correlation between VGIAX and YFSIX is 0.70, 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.
Dividends
VGIAX vs. YFSIX - Dividend Comparison
VGIAX's dividend yield for the trailing twelve months is around 11.63%, while YFSIX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
YFSIX AMG Yacktman Global Fund | 0.00% | 0.00% | 8.68% | 8.02% | 4.32% | 8.18% | 4.76% | 6.59% | 0.71% | 2.63% | 0.00% | 0.00% |
Drawdowns
VGIAX vs. YFSIX - Drawdown Comparison
The maximum VGIAX drawdown since its inception was -56.85%, which is greater than YFSIX's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for VGIAX and YFSIX.
Loading graphics...
Drawdown Indicators
| VGIAX | YFSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.85% | -35.10% | -21.75% |
Max Drawdown (1Y)Largest decline over 1 year | -11.91% | -14.20% | +2.29% |
Max Drawdown (5Y)Largest decline over 5 years | -23.30% | -25.14% | +1.84% |
Max Drawdown (10Y)Largest decline over 10 years | -34.33% | — | — |
Current DrawdownCurrent decline from peak | -9.73% | -11.03% | +1.30% |
Average DrawdownAverage peak-to-trough decline | -9.40% | -4.93% | -4.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 4.38% | -1.79% |
Volatility
VGIAX vs. YFSIX - Volatility Comparison
The current volatility for Vanguard Growth and Income Fund Admiral Shares (VGIAX) is 4.37%, while AMG Yacktman Global Fund (YFSIX) has a volatility of 9.23%. This indicates that VGIAX experiences smaller price fluctuations and is considered to be less risky than YFSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| VGIAX | YFSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.37% | 9.23% | -4.86% |
Volatility (6M)Calculated over the trailing 6-month period | 9.74% | 19.89% | -10.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.19% | 21.29% | -3.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.06% | 15.11% | +1.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.16% | 16.20% | +1.96% |