VIGIX vs. ADX
Compare and contrast key facts about Vanguard Growth Index Fund Institutional Shares (VIGIX) and Adams Diversified Equity Fund, Inc. (ADX).
VIGIX is managed by Vanguard. It was launched on May 14, 1998. ADX is managed by Adams Funds. It was launched on Jan 2, 1990.
Performance
VIGIX vs. ADX - Performance Comparison
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VIGIX vs. ADX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIGIX Vanguard Growth Index Fund Institutional Shares | -10.39% | 19.44% | 32.68% | 46.77% | -33.13% | 27.27% | 40.19% | 37.26% | -3.34% | 27.81% |
ADX Adams Diversified Equity Fund, Inc. | -2.00% | 26.03% | 28.31% | 31.49% | -19.82% | 29.69% | 17.28% | 36.75% | -3.58% | 29.61% |
Returns By Period
In the year-to-date period, VIGIX achieves a -10.39% return, which is significantly lower than ADX's -2.00% return. Both investments have delivered pretty close results over the past 10 years, with VIGIX having a 16.03% annualized return and ADX not far ahead at 16.68%.
VIGIX
- 1D
- 3.99%
- 1M
- -5.47%
- YTD
- -10.39%
- 6M
- -9.19%
- 1Y
- 17.20%
- 3Y*
- 21.14%
- 5Y*
- 11.43%
- 10Y*
- 16.03%
ADX
- 1D
- 2.33%
- 1M
- -3.70%
- YTD
- -2.00%
- 6M
- 3.99%
- 1Y
- 27.40%
- 3Y*
- 24.77%
- 5Y*
- 15.18%
- 10Y*
- 16.68%
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VIGIX vs. ADX - Expense Ratio Comparison
VIGIX has a 0.04% expense ratio, which is lower than ADX's 0.59% expense ratio.
Return for Risk
VIGIX vs. ADX — Risk / Return Rank
VIGIX
ADX
VIGIX vs. ADX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth Index Fund Institutional Shares (VIGIX) and Adams Diversified Equity Fund, Inc. (ADX). 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.
| VIGIX | ADX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 1.47 | -0.67 |
Sortino ratioReturn per unit of downside risk | 1.31 | 2.18 | -0.88 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.31 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.11 | 2.56 | -1.45 |
Martin ratioReturn relative to average drawdown | 3.97 | 11.81 | -7.85 |
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
| VIGIX | ADX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 1.47 | -0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.89 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.93 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.09 | +0.34 |
Correlation
The correlation between VIGIX and ADX is 0.81, 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
VIGIX vs. ADX - Dividend Comparison
VIGIX's dividend yield for the trailing twelve months is around 0.45%, less than ADX's 8.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIGIX Vanguard Growth Index Fund Institutional Shares | 0.45% | 0.41% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.15% | 1.40% | 1.31% |
ADX Adams Diversified Equity Fund, Inc. | 8.26% | 7.93% | 12.38% | 7.34% | 7.36% | 15.35% | 6.54% | 9.00% | 15.85% | 9.18% | 7.79% | 7.17% |
Drawdowns
VIGIX vs. ADX - Drawdown Comparison
The maximum VIGIX drawdown since its inception was -56.95%, smaller than the maximum ADX drawdown of -71.60%. Use the drawdown chart below to compare losses from any high point for VIGIX and ADX.
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Drawdown Indicators
| VIGIX | ADX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.95% | -71.60% | +14.65% |
Max Drawdown (1Y)Largest decline over 1 year | -16.51% | -11.12% | -5.39% |
Max Drawdown (5Y)Largest decline over 5 years | -35.62% | -25.07% | -10.55% |
Max Drawdown (10Y)Largest decline over 10 years | -35.62% | -37.17% | +1.55% |
Current DrawdownCurrent decline from peak | -13.17% | -4.36% | -8.81% |
Average DrawdownAverage peak-to-trough decline | -16.36% | -23.22% | +6.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.64% | 2.41% | +2.23% |
Volatility
VIGIX vs. ADX - Volatility Comparison
Vanguard Growth Index Fund Institutional Shares (VIGIX) has a higher volatility of 7.01% compared to Adams Diversified Equity Fund, Inc. (ADX) at 6.64%. This indicates that VIGIX's price experiences larger fluctuations and is considered to be riskier than ADX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VIGIX | ADX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.01% | 6.64% | +0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 12.74% | 10.77% | +1.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.99% | 18.76% | +4.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.36% | 17.23% | +5.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.53% | 17.96% | +3.57% |