VHCAX vs. VFIAX
Compare and contrast key facts about Vanguard Capital Opportunity Fund Admiral Shares (VHCAX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
VHCAX is managed by Vanguard. It was launched on Nov 12, 2001. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VHCAX or VFIAX.
Correlation
The correlation between VHCAX and VFIAX is 0.91, 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
VHCAX vs. VFIAX - Performance Comparison
Key characteristics
VHCAX:
0.49
VFIAX:
2.23
VHCAX:
0.70
VFIAX:
2.96
VHCAX:
1.12
VFIAX:
1.42
VHCAX:
0.70
VFIAX:
3.30
VHCAX:
2.61
VFIAX:
14.60
VHCAX:
3.33%
VFIAX:
1.91%
VHCAX:
17.53%
VFIAX:
12.52%
VHCAX:
-54.27%
VFIAX:
-55.20%
VHCAX:
-11.04%
VFIAX:
-2.57%
Returns By Period
In the year-to-date period, VHCAX achieves a 6.08% return, which is significantly lower than VFIAX's 25.97% return. Over the past 10 years, VHCAX has underperformed VFIAX with an annualized return of 11.34%, while VFIAX has yielded a comparatively higher 13.05% annualized return.
VHCAX
6.08%
-8.19%
-5.35%
6.70%
10.13%
11.34%
VFIAX
25.97%
-0.19%
9.23%
26.41%
14.74%
13.05%
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VHCAX vs. VFIAX - Expense Ratio Comparison
VHCAX has a 0.36% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
VHCAX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Capital Opportunity Fund Admiral Shares (VHCAX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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
VHCAX vs. VFIAX - Dividend Comparison
VHCAX has not paid dividends to shareholders, while VFIAX's dividend yield for the trailing twelve months is around 0.90%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VHCAX Vanguard Capital Opportunity Fund Admiral Shares | 0.00% | 0.76% | 0.88% | 0.45% | 0.52% | 0.81% | 0.94% | 0.67% | 0.77% | 0.67% | 0.67% | 0.24% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 0.90% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
VHCAX vs. VFIAX - Drawdown Comparison
The maximum VHCAX drawdown since its inception was -54.27%, roughly equal to the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for VHCAX and VFIAX. For additional features, visit the drawdowns tool.
Volatility
VHCAX vs. VFIAX - Volatility Comparison
Vanguard Capital Opportunity Fund Admiral Shares (VHCAX) has a higher volatility of 11.33% compared to Vanguard 500 Index Fund Admiral Shares (VFIAX) at 3.79%. This indicates that VHCAX's price experiences larger fluctuations and is considered to be riskier than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.