VGSNX vs. VGSLX
Compare and contrast key facts about Vanguard Real Estate Index Fund Institutional Shares (VGSNX) and Vanguard Real Estate Index Fund Admiral Shares (VGSLX).
VGSNX is managed by Vanguard. It was launched on Dec 2, 2003. VGSLX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VGSNX or VGSLX.
Key characteristics
| VGSNX | VGSLX | |
|---|---|---|
| YTD Return | 11.81% | 11.81% |
| 1Y Return | 33.51% | 33.51% |
| 3Y Return (Ann) | -0.65% | -0.66% |
| 5Y Return (Ann) | 4.92% | 4.90% |
| 10Y Return (Ann) | 6.12% | 6.10% |
| Sharpe Ratio | 1.83 | 1.83 |
| Sortino Ratio | 2.62 | 2.61 |
| Omega Ratio | 1.33 | 1.33 |
| Calmar Ratio | 1.01 | 1.01 |
| Martin Ratio | 7.11 | 7.08 |
| Ulcer Index | 4.41% | 4.43% |
| Daily Std Dev | 17.12% | 17.16% |
| Max Drawdown | -73.07% | -74.07% |
| Current Drawdown | -7.74% | -7.76% |
Correlation
The correlation between VGSNX and VGSLX 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
VGSNX vs. VGSLX - Performance Comparison
As of year-to-date, both investments have demonstrated similar returns, with VGSNX at 11.81% and VGSLX at 11.81%. Both investments have delivered pretty close results over the past 10 years, with VGSNX having a 6.12% annualized return and VGSLX not far behind at 6.10%. 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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VGSNX vs. VGSLX - Expense Ratio Comparison
VGSNX has a 0.10% expense ratio, which is lower than VGSLX's 0.12% 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
VGSNX vs. VGSLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Real Estate Index Fund Institutional Shares (VGSNX) and Vanguard Real Estate Index Fund Admiral Shares (VGSLX). 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
VGSNX vs. VGSLX - Dividend Comparison
VGSNX's dividend yield for the trailing twelve months is around 3.82%, which matches VGSLX's 3.80% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGSNX Vanguard Real Estate Index Fund Institutional Shares | 3.82% | 3.97% | 3.94% | 2.57% | 3.94% | 3.41% | 4.76% | 4.26% | 4.84% | 3.94% | 3.62% | 4.34% |
VGSLX Vanguard Real Estate Index Fund Admiral Shares | 3.80% | 3.96% | 3.91% | 2.56% | 3.92% | 3.39% | 4.73% | 4.23% | 4.82% | 3.92% | 3.60% | 4.32% |
Drawdowns
VGSNX vs. VGSLX - Drawdown Comparison
The maximum VGSNX drawdown since its inception was -73.07%, roughly equal to the maximum VGSLX drawdown of -74.07%. Use the drawdown chart below to compare losses from any high point for VGSNX and VGSLX. For additional features, visit the drawdowns tool.
Volatility
VGSNX vs. VGSLX - Volatility Comparison
Vanguard Real Estate Index Fund Institutional Shares (VGSNX) and Vanguard Real Estate Index Fund Admiral Shares (VGSLX) have volatilities of 5.26% and 5.25%, 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.