VISGX vs. VISVX

In the year-to-date period, VISGX achieves a -5.55% return, which is significantly lower than VISVX's -4.08% return. Both investments have delivered pretty close results over the past 10 years, with VISGX having a 7.59% annualized return and VISVX not far ahead at 7.68%.

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Both VISGX and VISVX have an expense ratio of 0.19%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Small Cap Growth Index Fund (VISGX) and Vanguard Small Cap Value Index Fund (VISVX). 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.

The current VISGX Sharpe Ratio is 0.26, which is higher than the VISVX Sharpe Ratio of 0.18. The chart below compares the historical Sharpe Ratios of VISGX and VISVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VISGX's dividend yield for the trailing twelve months is around 0.44%, less than VISVX's 2.11% yield.

The maximum VISGX drawdown since its inception was -58.74%, smaller than the maximum VISVX drawdown of -62.15%. Use the drawdown chart below to compare losses from any high point for VISGX and VISVX.

Vanguard Small Cap Growth Index Fund (VISGX) and Vanguard Small Cap Value Index Fund (VISVX) have volatilities of 6.27% and 6.20%, 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.