VISGX vs. VMGMX

In the year-to-date period, VISGX achieves a -5.55% return, which is significantly lower than VMGMX's 5.99% return. Over the past 10 years, VISGX has underperformed VMGMX with an annualized return of 7.59%, while VMGMX has yielded a comparatively higher 10.34% annualized return.

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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%.

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.

The current VISGX Sharpe Ratio is 0.26, which is lower than the VMGMX Sharpe Ratio of 0.83. The chart below compares the historical Sharpe Ratios of VISGX and VMGMX, 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 VMGMX's 0.65% yield.

The maximum VISGX drawdown since its inception was -58.74%, which is greater than VMGMX's maximum drawdown of -37.17%. Use the drawdown chart below to compare losses from any high point for VISGX and VMGMX.

Vanguard Small Cap Growth Index Fund (VISGX) has a higher volatility of 6.27% compared to Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX) at 5.11%. This indicates that VISGX's price experiences larger fluctuations and is considered to be riskier than VMGMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.