VGSLX vs. VGSNX
Compare and contrast key facts about Vanguard Real Estate Index Fund Admiral Shares (VGSLX) and Vanguard Real Estate Index Fund Institutional Shares (VGSNX).
VGSLX is managed by Vanguard. It was launched on Nov 12, 2001. VGSNX is managed by Vanguard. It was launched on Dec 2, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VGSLX or VGSNX.
Key characteristics
| VGSLX | VGSNX | |
|---|---|---|
| YTD Return | -7.08% | -7.05% |
| 1Y Return | 3.87% | 3.91% |
| 3Y Return (Ann) | -2.55% | -2.53% |
| 5Y Return (Ann) | 2.22% | 2.24% |
| 10Y Return (Ann) | 5.18% | 5.20% |
| Sharpe Ratio | 0.25 | 0.25 |
| Daily Std Dev | 18.89% | 18.92% |
| Max Drawdown | -73.05% | -73.07% |
| Current Drawdown | -23.35% | -23.31% |
Correlation
The correlation between VGSLX and VGSNX is 1.00, 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
VGSLX vs. VGSNX - Performance Comparison
The year-to-date returns for both investments are quite close, with VGSLX having a -7.08% return and VGSNX slightly higher at -7.05%. Both investments have delivered pretty close results over the past 10 years, with VGSLX having a 5.18% annualized return and VGSNX not far ahead at 5.20%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VGSLX vs. VGSNX - Expense Ratio Comparison
VGSLX has a 0.12% expense ratio, which is higher than VGSNX's 0.10% 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%.
Risk-Adjusted Performance
VGSLX vs. VGSNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Real Estate Index Fund Admiral Shares (VGSLX) and Vanguard Real Estate Index Fund Institutional Shares (VGSNX). 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
VGSLX vs. VGSNX - Dividend Comparison
VGSLX's dividend yield for the trailing twelve months is around 4.25%, which matches VGSNX's 4.27% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGSLX Vanguard Real Estate Index Fund Admiral Shares | 4.25% | 3.96% | 3.91% | 2.56% | 3.92% | 3.39% | 4.73% | 4.23% | 4.82% | 3.92% | 3.60% | 4.32% |
VGSNX Vanguard Real Estate Index Fund Institutional Shares | 4.27% | 3.97% | 3.94% | 2.57% | 3.95% | 3.40% | 4.76% | 4.26% | 4.84% | 3.94% | 3.62% | 4.34% |
Drawdowns
VGSLX vs. VGSNX - Drawdown Comparison
The maximum VGSLX drawdown since its inception was -73.05%, roughly equal to the maximum VGSNX drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for VGSLX and VGSNX. For additional features, visit the drawdowns tool.
Volatility
VGSLX vs. VGSNX - Volatility Comparison
Vanguard Real Estate Index Fund Admiral Shares (VGSLX) and Vanguard Real Estate Index Fund Institutional Shares (VGSNX) have volatilities of 6.13% and 6.14%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.