VIGRX vs. VIGAX
Compare and contrast key facts about Vanguard Growth Index Fund (VIGRX) and Vanguard Growth Index Fund Admiral Shares (VIGAX).
VIGRX is managed by Vanguard. It was launched on Nov 2, 1992. VIGAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIGRX or VIGAX.
Performance
VIGRX vs. VIGAX - Performance Comparison
Returns By Period
The year-to-date returns for both investments are quite close, with VIGRX having a 30.27% return and VIGAX slightly higher at 30.41%. Both investments have delivered pretty close results over the past 10 years, with VIGRX having a 15.34% annualized return and VIGAX not far ahead at 15.49%.
VIGRX
30.27%
2.56%
14.95%
35.68%
18.95%
15.34%
VIGAX
30.41%
2.57%
15.02%
35.85%
19.09%
15.49%
Key characteristics
| VIGRX | VIGAX | |
|---|---|---|
| Sharpe Ratio | 2.15 | 2.16 |
| Sortino Ratio | 2.81 | 2.82 |
| Omega Ratio | 1.39 | 1.40 |
| Calmar Ratio | 2.81 | 2.82 |
| Martin Ratio | 11.00 | 11.07 |
| Ulcer Index | 3.30% | 3.30% |
| Daily Std Dev | 16.88% | 16.88% |
| Max Drawdown | -57.48% | -50.66% |
| Current Drawdown | -1.20% | -1.20% |
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VIGRX vs. VIGAX - Expense Ratio Comparison
VIGRX has a 0.17% expense ratio, which is higher than VIGAX's 0.05% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Correlation
The correlation between VIGRX and VIGAX 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.
Risk-Adjusted Performance
VIGRX vs. VIGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth Index Fund (VIGRX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). 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
VIGRX vs. VIGAX - Dividend Comparison
VIGRX's dividend yield for the trailing twelve months is around 0.38%, less than VIGAX's 0.48% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIGRX Vanguard Growth Index Fund | 0.38% | 0.47% | 0.54% | 0.36% | 0.56% | 0.83% | 1.18% | 1.03% | 1.27% | 1.16% | 1.07% | 1.06% |
VIGAX Vanguard Growth Index Fund Admiral Shares | 0.48% | 0.57% | 0.69% | 0.47% | 0.66% | 0.94% | 1.31% | 1.14% | 1.39% | 1.31% | 1.21% | 1.19% |
Drawdowns
VIGRX vs. VIGAX - Drawdown Comparison
The maximum VIGRX drawdown since its inception was -57.48%, which is greater than VIGAX's maximum drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for VIGRX and VIGAX. For additional features, visit the drawdowns tool.
Volatility
VIGRX vs. VIGAX - Volatility Comparison
Vanguard Growth Index Fund (VIGRX) and Vanguard Growth Index Fund Admiral Shares (VIGAX) have volatilities of 5.24% and 5.24%, 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.