VIGAX vs. VIGRX
Compare and contrast key facts about Vanguard Growth Index Fund Admiral Shares (VIGAX) and Vanguard Growth Index Fund (VIGRX).
VIGAX is managed by Vanguard. It was launched on Nov 13, 2000. VIGRX is managed by Vanguard. It was launched on Nov 2, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIGAX or VIGRX.
Key characteristics
| VIGAX | VIGRX | |
|---|---|---|
| YTD Return | 9.18% | 9.14% |
| 1Y Return | 38.06% | 37.90% |
| 3Y Return (Ann) | 8.67% | 8.54% |
| 5Y Return (Ann) | 16.43% | 16.29% |
| 10Y Return (Ann) | 14.92% | 14.78% |
| Sharpe Ratio | 2.37 | 2.36 |
| Daily Std Dev | 15.79% | 15.78% |
| Max Drawdown | -50.66% | -57.48% |
| Current Drawdown | -2.24% | -2.16% |
Correlation
The correlation between VIGAX and VIGRX 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
VIGAX vs. VIGRX - Performance Comparison
The year-to-date returns for both stocks are quite close, with VIGAX having a 9.18% return and VIGRX slightly lower at 9.14%. Both investments have delivered pretty close results over the past 10 years, with VIGAX having a 14.92% annualized return and VIGRX not far behind at 14.78%. 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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VIGAX vs. VIGRX - Expense Ratio Comparison
VIGAX has a 0.05% expense ratio, which is lower than VIGRX's 0.17% 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
VIGAX vs. VIGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth Index Fund Admiral Shares (VIGAX) and Vanguard Growth Index Fund (VIGRX). 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
VIGAX vs. VIGRX - Dividend Comparison
VIGAX's dividend yield for the trailing twelve months is around 0.53%, more than VIGRX's 0.43% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIGAX Vanguard Growth Index Fund Admiral Shares | 0.53% | 0.57% | 0.69% | 0.47% | 0.66% | 0.94% | 1.31% | 1.14% | 1.39% | 1.31% | 1.21% | 1.19% |
VIGRX Vanguard Growth Index Fund | 0.43% | 0.47% | 0.54% | 0.36% | 0.56% | 0.83% | 1.18% | 1.03% | 1.27% | 1.16% | 1.07% | 1.06% |
Drawdowns
VIGAX vs. VIGRX - Drawdown Comparison
The maximum VIGAX drawdown since its inception was -50.66%, smaller than the maximum VIGRX drawdown of -57.48%. Use the drawdown chart below to compare losses from any high point for VIGAX and VIGRX. For additional features, visit the drawdowns tool.
Volatility
VIGAX vs. VIGRX - Volatility Comparison
Vanguard Growth Index Fund Admiral Shares (VIGAX) and Vanguard Growth Index Fund (VIGRX) have volatilities of 5.89% and 5.90%, 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.