VINEX vs. VFINX
Compare and contrast key facts about Vanguard International Explorer Fund (VINEX) and Vanguard 500 Index Fund Investor Shares (VFINX).
VINEX is managed by Vanguard. It was launched on Nov 4, 1996. VFINX is managed by Vanguard.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VINEX or VFINX.
Key characteristics
| VINEX | VFINX | |
|---|---|---|
| YTD Return | 4.11% | 27.13% |
| 1Y Return | 17.59% | 37.67% |
| 3Y Return (Ann) | -5.54% | 10.23% |
| 5Y Return (Ann) | 2.85% | 16.03% |
| 10Y Return (Ann) | 4.31% | 13.39% |
| Sharpe Ratio | 1.21 | 3.22 |
| Sortino Ratio | 1.76 | 4.28 |
| Omega Ratio | 1.22 | 1.61 |
| Calmar Ratio | 0.58 | 4.71 |
| Martin Ratio | 6.38 | 21.31 |
| Ulcer Index | 2.82% | 1.87% |
| Daily Std Dev | 14.88% | 12.29% |
| Max Drawdown | -65.50% | -55.25% |
| Current Drawdown | -18.74% | 0.00% |
Correlation
The correlation between VINEX and VFINX is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
VINEX vs. VFINX - Performance Comparison
In the year-to-date period, VINEX achieves a 4.11% return, which is significantly lower than VFINX's 27.13% return. Over the past 10 years, VINEX has underperformed VFINX with an annualized return of 4.31%, while VFINX has yielded a comparatively higher 13.39% 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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VINEX vs. VFINX - Expense Ratio Comparison
VINEX has a 0.40% expense ratio, which is higher than VFINX's 0.14% expense ratio.
Risk-Adjusted Performance
VINEX vs. VFINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard International Explorer Fund (VINEX) and Vanguard 500 Index Fund Investor Shares (VFINX). 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
VINEX vs. VFINX - Dividend Comparison
VINEX's dividend yield for the trailing twelve months is around 2.37%, more than VFINX's 1.14% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VINEX Vanguard International Explorer Fund | 2.37% | 2.47% | 1.74% | 2.29% | 1.06% | 2.51% | 1.92% | 2.10% | 1.95% | 1.55% | 1.98% | 2.28% |
VFINX Vanguard 500 Index Fund Investor Shares | 1.14% | 1.36% | 1.57% | 1.15% | 1.84% | 1.77% | 1.94% | 1.69% | 1.92% | 1.99% | 1.74% | 1.73% |
Drawdowns
VINEX vs. VFINX - Drawdown Comparison
The maximum VINEX drawdown since its inception was -65.50%, which is greater than VFINX's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for VINEX and VFINX. For additional features, visit the drawdowns tool.
Volatility
VINEX vs. VFINX - Volatility Comparison
The current volatility for Vanguard International Explorer Fund (VINEX) is 3.18%, while Vanguard 500 Index Fund Investor Shares (VFINX) has a volatility of 3.89%. This indicates that VINEX experiences smaller price fluctuations and is considered to be less risky than VFINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.