VIMAX vs. RPMGX
Compare and contrast key facts about Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) and T. Rowe Price Mid-Cap Growth Fund (RPMGX).
VIMAX is managed by Vanguard. It was launched on Nov 12, 2001. RPMGX is managed by T. Rowe Price. It was launched on Jun 30, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIMAX or RPMGX.
Performance
VIMAX vs. RPMGX - Performance Comparison
Returns By Period
In the year-to-date period, VIMAX achieves a 21.38% return, which is significantly higher than RPMGX's 12.50% return. Over the past 10 years, VIMAX has outperformed RPMGX with an annualized return of 10.14%, while RPMGX has yielded a comparatively lower 3.25% annualized return.
VIMAX
21.38%
4.65%
15.02%
31.61%
11.78%
10.14%
RPMGX
12.50%
2.51%
7.46%
14.99%
3.07%
3.25%
Key characteristics
| VIMAX | RPMGX | |
|---|---|---|
| Sharpe Ratio | 2.61 | 1.12 |
| Sortino Ratio | 3.57 | 1.54 |
| Omega Ratio | 1.45 | 1.20 |
| Calmar Ratio | 2.18 | 0.56 |
| Martin Ratio | 15.71 | 5.21 |
| Ulcer Index | 2.05% | 2.98% |
| Daily Std Dev | 12.36% | 13.82% |
| Max Drawdown | -58.88% | -58.69% |
| Current Drawdown | 0.00% | -16.47% |
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VIMAX vs. RPMGX - Expense Ratio Comparison
VIMAX has a 0.05% expense ratio, which is lower than RPMGX's 0.72% expense ratio.
Correlation
The correlation between VIMAX and RPMGX is 0.96, 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
VIMAX vs. RPMGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) and T. Rowe Price Mid-Cap Growth Fund (RPMGX). 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
VIMAX vs. RPMGX - Dividend Comparison
VIMAX's dividend yield for the trailing twelve months is around 1.44%, more than RPMGX's 0.06% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | 1.44% | 1.51% | 1.59% | 1.11% | 1.44% | 1.47% | 1.82% | 1.35% | 1.45% | 1.47% | 1.29% | 1.17% |
RPMGX T. Rowe Price Mid-Cap Growth Fund | 0.06% | 0.06% | 0.00% | 0.00% | 0.00% | 0.21% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VIMAX vs. RPMGX - Drawdown Comparison
The maximum VIMAX drawdown since its inception was -58.88%, roughly equal to the maximum RPMGX drawdown of -58.69%. Use the drawdown chart below to compare losses from any high point for VIMAX and RPMGX. For additional features, visit the drawdowns tool.
Volatility
VIMAX vs. RPMGX - Volatility Comparison
The current volatility for Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) is 3.94%, while T. Rowe Price Mid-Cap Growth Fund (RPMGX) has a volatility of 4.39%. This indicates that VIMAX experiences smaller price fluctuations and is considered to be less risky than RPMGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.