VHGEX vs. CSUAX
Compare and contrast key facts about Vanguard Global Equity Fund (VHGEX) and Cohen & Steers Global Infrastructure Fund Class A (CSUAX).
VHGEX is managed by Vanguard. It was launched on Aug 14, 1995. CSUAX is a passively managed fund by Cohen & Steers that tracks the performance of the FTSE Global Core Infrastructure 50/50 Index. It was launched on Aug 28, 2017.
Performance
VHGEX vs. CSUAX - Performance Comparison
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VHGEX vs. CSUAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VHGEX Vanguard Global Equity Fund | -8.80% | 21.22% | 13.41% | 23.52% | -22.72% | 13.06% | 22.38% | 28.73% | -9.15% | 27.80% |
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 8.35% | 14.30% | 8.30% | 2.09% | -5.20% | 16.24% | -1.65% | 24.26% | -5.83% | 17.99% |
Returns By Period
In the year-to-date period, VHGEX achieves a -8.80% return, which is significantly lower than CSUAX's 8.35% return. Over the past 10 years, VHGEX has outperformed CSUAX with an annualized return of 10.23%, while CSUAX has yielded a comparatively lower 7.48% annualized return.
VHGEX
- 1D
- -0.37%
- 1M
- -9.51%
- YTD
- -8.80%
- 6M
- -7.09%
- 1Y
- 13.65%
- 3Y*
- 12.31%
- 5Y*
- 5.18%
- 10Y*
- 10.23%
CSUAX
- 1D
- 0.34%
- 1M
- -4.38%
- YTD
- 8.35%
- 6M
- 8.97%
- 1Y
- 17.98%
- 3Y*
- 10.78%
- 5Y*
- 7.79%
- 10Y*
- 7.48%
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VHGEX vs. CSUAX - Expense Ratio Comparison
VHGEX has a 0.45% expense ratio, which is lower than CSUAX's 1.22% expense ratio.
Return for Risk
VHGEX vs. CSUAX — Risk / Return Rank
VHGEX
CSUAX
VHGEX vs. CSUAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Global Equity Fund (VHGEX) and Cohen & Steers Global Infrastructure Fund Class A (CSUAX). 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.
| VHGEX | CSUAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | 1.63 | -0.94 |
Sortino ratioReturn per unit of downside risk | 1.10 | 2.17 | -1.07 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.32 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.89 | 2.36 | -1.48 |
Martin ratioReturn relative to average drawdown | 3.26 | 10.32 | -7.06 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VHGEX | CSUAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | 1.63 | -0.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.61 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.50 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.55 | -0.05 |
Correlation
The correlation between VHGEX and CSUAX is 0.70, 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.
Dividends
VHGEX vs. CSUAX - Dividend Comparison
VHGEX's dividend yield for the trailing twelve months is around 13.57%, more than CSUAX's 7.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VHGEX Vanguard Global Equity Fund | 13.57% | 12.38% | 4.24% | 1.15% | 11.32% | 10.90% | 2.88% | 6.20% | 8.45% | 1.29% | 1.51% | 1.71% |
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 7.46% | 8.09% | 2.23% | 2.17% | 3.55% | 2.95% | 1.30% | 1.52% | 2.08% | 5.00% | 2.04% | 6.20% |
Drawdowns
VHGEX vs. CSUAX - Drawdown Comparison
The maximum VHGEX drawdown since its inception was -64.81%, which is greater than CSUAX's maximum drawdown of -52.20%. Use the drawdown chart below to compare losses from any high point for VHGEX and CSUAX.
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Drawdown Indicators
| VHGEX | CSUAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.81% | -52.20% | -12.61% |
Max Drawdown (1Y)Largest decline over 1 year | -12.10% | -7.98% | -4.12% |
Max Drawdown (5Y)Largest decline over 5 years | -33.02% | -20.45% | -12.57% |
Max Drawdown (10Y)Largest decline over 10 years | -33.23% | -35.05% | +1.82% |
Current DrawdownCurrent decline from peak | -11.92% | -4.38% | -7.54% |
Average DrawdownAverage peak-to-trough decline | -10.00% | -8.49% | -1.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.29% | 1.83% | +1.46% |
Volatility
VHGEX vs. CSUAX - Volatility Comparison
Vanguard Global Equity Fund (VHGEX) has a higher volatility of 5.78% compared to Cohen & Steers Global Infrastructure Fund Class A (CSUAX) at 3.26%. This indicates that VHGEX's price experiences larger fluctuations and is considered to be riskier than CSUAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VHGEX | CSUAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.78% | 3.26% | +2.52% |
Volatility (6M)Calculated over the trailing 6-month period | 11.20% | 6.89% | +4.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.19% | 11.48% | +7.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.19% | 12.89% | +5.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.97% | 14.89% | +3.08% |