VHGEX vs. VWUAX
Compare and contrast key facts about Vanguard Global Equity Fund (VHGEX) and Vanguard U.S. Growth Fund Admiral Shares (VWUAX).
VHGEX is managed by Vanguard. It was launched on Aug 14, 1995. VWUAX is managed by Vanguard. It was launched on Aug 13, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VHGEX or VWUAX.
Correlation
The correlation between VHGEX and VWUAX is 0.89, 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
VHGEX vs. VWUAX - Performance Comparison
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Key characteristics
VHGEX:
0.46
VWUAX:
0.48
VHGEX:
0.90
VWUAX:
0.93
VHGEX:
1.13
VWUAX:
1.14
VHGEX:
0.55
VWUAX:
0.58
VHGEX:
2.18
VWUAX:
1.76
VHGEX:
4.88%
VWUAX:
8.90%
VHGEX:
19.69%
VWUAX:
27.74%
VHGEX:
-64.62%
VWUAX:
-51.75%
VHGEX:
-1.58%
VWUAX:
-7.88%
Returns By Period
In the year-to-date period, VHGEX achieves a 5.37% return, which is significantly higher than VWUAX's 1.25% return. Both investments have delivered pretty close results over the past 10 years, with VHGEX having a 8.88% annualized return and VWUAX not far ahead at 8.90%.
VHGEX
5.37%
12.53%
2.66%
8.99%
13.01%
8.88%
VWUAX
1.25%
15.56%
-2.03%
13.21%
9.86%
8.90%
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VHGEX vs. VWUAX - Expense Ratio Comparison
VHGEX has a 0.45% expense ratio, which is higher than VWUAX's 0.28% expense ratio.
Risk-Adjusted Performance
VHGEX vs. VWUAX — Risk-Adjusted Performance Rank
VHGEX
VWUAX
VHGEX vs. VWUAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Global Equity Fund (VHGEX) and Vanguard U.S. Growth Fund Admiral Shares (VWUAX). 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.
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Dividends
VHGEX vs. VWUAX - Dividend Comparison
VHGEX's dividend yield for the trailing twelve months is around 1.19%, more than VWUAX's 0.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VHGEX Vanguard Global Equity Fund | 1.19% | 1.25% | 1.15% | 1.65% | 0.92% | 0.67% | 2.33% | 1.59% | 1.29% | 1.51% | 1.71% | 1.56% |
VWUAX Vanguard U.S. Growth Fund Admiral Shares | 0.29% | 0.30% | 0.37% | 0.49% | 0.08% | 0.13% | 0.47% | 0.53% | 0.40% | 0.57% | 0.65% | 0.81% |
Drawdowns
VHGEX vs. VWUAX - Drawdown Comparison
The maximum VHGEX drawdown since its inception was -64.62%, which is greater than VWUAX's maximum drawdown of -51.75%. Use the drawdown chart below to compare losses from any high point for VHGEX and VWUAX. For additional features, visit the drawdowns tool.
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Volatility
VHGEX vs. VWUAX - Volatility Comparison
The current volatility for Vanguard Global Equity Fund (VHGEX) is 5.70%, while Vanguard U.S. Growth Fund Admiral Shares (VWUAX) has a volatility of 8.04%. This indicates that VHGEX experiences smaller price fluctuations and is considered to be less risky than VWUAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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