VISGX vs. VMGMX
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 0.95, 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
VISGX vs. VMGMX - Performance Comparison
Key characteristics
VISGX:
0.78
VMGMX:
1.21
VISGX:
1.15
VMGMX:
1.68
VISGX:
1.14
VMGMX:
1.22
VISGX:
0.66
VMGMX:
1.14
VISGX:
3.43
VMGMX:
6.18
VISGX:
4.11%
VMGMX:
2.99%
VISGX:
18.21%
VMGMX:
15.26%
VISGX:
-58.74%
VMGMX:
-37.17%
VISGX:
-8.11%
VMGMX:
-5.35%
Returns By Period
In the year-to-date period, VISGX achieves a -0.34% return, which is significantly lower than VMGMX's 3.15% return. Over the past 10 years, VISGX has underperformed VMGMX with an annualized return of 8.40%, while VMGMX has yielded a comparatively higher 10.23% annualized return.
VISGX
-0.34%
-5.27%
6.45%
13.14%
6.59%
8.40%
VMGMX
3.15%
-3.59%
10.69%
16.43%
10.02%
10.23%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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%.
Risk-Adjusted Performance
VISGX vs. VMGMX — Risk-Adjusted Performance Rank
VISGX
VMGMX
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.
Dividends
VISGX vs. VMGMX - Dividend Comparison
VISGX's dividend yield for the trailing twelve months is around 0.42%, less than VMGMX's 0.65% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VISGX Vanguard Small Cap Growth Index Fund | 0.42% | 0.42% | 0.57% | 0.46% | 0.23% | 0.35% | 0.47% | 0.65% | 0.71% | 0.97% | 0.84% | 0.85% |
VMGMX Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.65% | 0.67% | 0.71% | 0.78% | 0.34% | 0.56% | 0.78% | 0.84% | 0.72% | 0.81% | 0.82% | 0.79% |
Drawdowns
VISGX vs. VMGMX - Drawdown Comparison
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. For additional features, visit the drawdowns tool.
Volatility
VISGX vs. VMGMX - Volatility Comparison
Vanguard Small Cap Growth Index Fund (VISGX) has a higher volatility of 5.34% compared to Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX) at 4.82%. 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.