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VISGX vs. VMGMX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

VISGX vs. VMGMX

Last updated May 12, 2025

Compare and contrast key facts about Vanguard Small Cap Growth Index Fund (VISGX) and Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX).

VISGX is managed by Vanguard. It was launched on May 21, 1998. VMGMX is managed by Vanguard. It was launched on Sep 27, 2011.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VISGX or VMGMX.

Correlation

The correlation between VISGX and VMGMX is 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

VISGX vs. VMGMX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Small Cap Growth Index Fund (VISGX) and Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

VISGX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

VMGMX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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VISGX vs. VMGMX - Expense Ratio Comparison

VISGX has a 0.19% expense ratio, which is higher than VMGMX's 0.07% 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%.

VISGX
Vanguard Small Cap Growth Index Fund
VMGMX
Vanguard Mid-Cap Growth Index Fund Admiral Shares

Risk-Adjusted Performance

VISGX vs. VMGMX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
VISGX
The Risk-Adjusted Performance Rank of VISGX is 3030
Overall Rank
The Sharpe Ratio Rank of VISGX is 3030
Sharpe Ratio Rank
The Sortino Ratio Rank of VISGX is 3232
Sortino Ratio Rank
The Omega Ratio Rank of VISGX is 3030
Omega Ratio Rank
The Calmar Ratio Rank of VISGX is 3131
Calmar Ratio Rank
The Martin Ratio Rank of VISGX is 2929
Martin Ratio Rank
VMGMX
The Risk-Adjusted Performance Rank of VMGMX is 6565
Overall Rank
The Sharpe Ratio Rank of VMGMX is 6363
Sharpe Ratio Rank
The Sortino Ratio Rank of VMGMX is 6464
Sortino Ratio Rank
The Omega Ratio Rank of VMGMX is 6565
Omega Ratio Rank
The Calmar Ratio Rank of VMGMX is 7171
Calmar Ratio Rank
The Martin Ratio Rank of VMGMX is 6262
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

VISGX vs. VMGMX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Small Cap Growth Index Fund (VISGX) and Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX). 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.

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Dividends

VISGX vs. VMGMX - Dividend Comparison

VISGX has not paid dividends to shareholders, while VMGMX's dividend yield for the trailing twelve months is around 0.68%.

TTM20242023202220212020201920182017201620152014
VISGX
Vanguard Small Cap Growth Index Fund		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VMGMX
Vanguard Mid-Cap Growth Index Fund Admiral Shares		0.68%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

VISGX vs. VMGMX - Drawdown Comparison

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Volatility

VISGX vs. VMGMX - Volatility Comparison

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