VHCOX vs. VPMCX

In the year-to-date period, VHCOX achieves a -0.29% return, which is significantly lower than VPMCX's 0.67% return. Over the past 10 years, VHCOX has outperformed VPMCX with an annualized return of 11.49%, while VPMCX has yielded a comparatively lower 5.28% annualized return.

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VHCOX has a 0.43% expense ratio, which is higher than VPMCX's 0.38% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Capital Opportunity Fund Investor Shares (VHCOX) and Vanguard PRIMECAP Fund Investor Shares (VPMCX). 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.

The current VHCOX Sharpe Ratio is 0.25, which is higher than the VPMCX Sharpe Ratio of -0.03. The chart below compares the historical Sharpe Ratios of VHCOX and VPMCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VHCOX's dividend yield for the trailing twelve months is around 0.69%, less than VPMCX's 0.96% yield.

The maximum VHCOX drawdown since its inception was -54.30%, smaller than the maximum VPMCX drawdown of -83.41%. Use the drawdown chart below to compare losses from any high point for VHCOX and VPMCX. For additional features, visit the drawdowns tool.

Vanguard Capital Opportunity Fund Investor Shares (VHCOX) and Vanguard PRIMECAP Fund Investor Shares (VPMCX) have volatilities of 7.07% and 6.93%, 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.