VIMSX vs. VSEQX
Compare and contrast key facts about Vanguard Mid Cap Index Fund (VIMSX) and Vanguard Strategic Equity Fund (VSEQX).
VIMSX is managed by Vanguard. It was launched on May 21, 1998. VSEQX is managed by Vanguard. It was launched on Aug 14, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIMSX or VSEQX.
Key characteristics
| VIMSX | VSEQX | |
|---|---|---|
| YTD Return | 20.09% | 22.99% |
| 1Y Return | 31.79% | 37.61% |
| 3Y Return (Ann) | 3.71% | 8.55% |
| 5Y Return (Ann) | 11.42% | 14.07% |
| 10Y Return (Ann) | 10.12% | 10.96% |
| Sharpe Ratio | 2.84 | 2.60 |
| Sortino Ratio | 3.94 | 3.61 |
| Omega Ratio | 1.50 | 1.46 |
| Calmar Ratio | 2.23 | 5.21 |
| Martin Ratio | 17.55 | 15.56 |
| Ulcer Index | 2.05% | 2.77% |
| Daily Std Dev | 12.62% | 16.59% |
| Max Drawdown | -58.96% | -63.55% |
| Current Drawdown | -0.78% | -1.22% |
Correlation
The correlation between VIMSX and VSEQX 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.
Performance
VIMSX vs. VSEQX - Performance Comparison
In the year-to-date period, VIMSX achieves a 20.09% return, which is significantly lower than VSEQX's 22.99% return. Over the past 10 years, VIMSX has underperformed VSEQX with an annualized return of 10.12%, while VSEQX has yielded a comparatively higher 10.96% annualized return. 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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VIMSX vs. VSEQX - Expense Ratio Comparison
Both VIMSX and VSEQX have an expense ratio of 0.17%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
VIMSX vs. VSEQX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid Cap Index Fund (VIMSX) and Vanguard Strategic Equity Fund (VSEQX). 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
VIMSX vs. VSEQX - Dividend Comparison
VIMSX's dividend yield for the trailing twelve months is around 1.34%, more than VSEQX's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIMSX Vanguard Mid Cap Index Fund | 1.34% | 1.40% | 1.46% | 1.00% | 1.34% | 1.37% | 1.68% | 1.24% | 1.34% | 1.33% | 1.14% | 1.03% |
VSEQX Vanguard Strategic Equity Fund | 1.23% | 1.51% | 1.49% | 1.36% | 1.32% | 1.33% | 1.45% | 1.35% | 1.57% | 1.79% | 1.10% | 1.20% |
Drawdowns
VIMSX vs. VSEQX - Drawdown Comparison
The maximum VIMSX drawdown since its inception was -58.96%, smaller than the maximum VSEQX drawdown of -63.55%. Use the drawdown chart below to compare losses from any high point for VIMSX and VSEQX. For additional features, visit the drawdowns tool.
Volatility
VIMSX vs. VSEQX - Volatility Comparison
The current volatility for Vanguard Mid Cap Index Fund (VIMSX) is 3.80%, while Vanguard Strategic Equity Fund (VSEQX) has a volatility of 5.43%. This indicates that VIMSX experiences smaller price fluctuations and is considered to be less risky than VSEQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.