VITSX vs. RNWGX
Compare and contrast key facts about Vanguard Total Stock Market Index Fund Institutional Shares (VITSX) and American Funds New World Fund® Class R-6 (RNWGX).
VITSX is managed by Vanguard. It was launched on Jul 7, 1997. RNWGX is managed by American Funds. It was launched on Aug 1, 2008.
Performance
VITSX vs. RNWGX - Performance Comparison
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VITSX vs. RNWGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VITSX Vanguard Total Stock Market Index Fund Institutional Shares | -3.97% | 17.14% | 23.25% | 26.51% | -19.51% | 25.74% | 20.99% | 30.80% | -5.18% | 21.16% |
RNWGX American Funds New World Fund® Class R-6 | -1.47% | 28.67% | 6.88% | 16.26% | -21.77% | 5.09% | 25.30% | 28.03% | -12.00% | 33.07% |
Returns By Period
In the year-to-date period, VITSX achieves a -3.97% return, which is significantly lower than RNWGX's -1.47% return. Over the past 10 years, VITSX has outperformed RNWGX with an annualized return of 13.61%, while RNWGX has yielded a comparatively lower 9.76% annualized return.
VITSX
- 1D
- 2.98%
- 1M
- -5.09%
- YTD
- -3.97%
- 6M
- -1.96%
- 1Y
- 17.73%
- 3Y*
- 17.85%
- 5Y*
- 10.49%
- 10Y*
- 13.61%
RNWGX
- 1D
- 2.62%
- 1M
- -8.56%
- YTD
- -1.47%
- 6M
- 2.11%
- 1Y
- 24.01%
- 3Y*
- 13.88%
- 5Y*
- 4.79%
- 10Y*
- 9.76%
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VITSX vs. RNWGX - Expense Ratio Comparison
VITSX has a 0.03% expense ratio, which is lower than RNWGX's 0.57% expense ratio.
Return for Risk
VITSX vs. RNWGX — Risk / Return Rank
VITSX
RNWGX
VITSX vs. RNWGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Stock Market Index Fund Institutional Shares (VITSX) and American Funds New World Fund® Class R-6 (RNWGX). 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.
| VITSX | RNWGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 1.59 | -0.60 |
Sortino ratioReturn per unit of downside risk | 1.50 | 2.19 | -0.69 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.32 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 1.83 | -0.32 |
Martin ratioReturn relative to average drawdown | 7.24 | 7.62 | -0.38 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VITSX | RNWGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 1.59 | -0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.32 | +0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.61 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.46 | 0.00 |
Correlation
The correlation between VITSX and RNWGX is 0.81, 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.
Dividends
VITSX vs. RNWGX - Dividend Comparison
VITSX's dividend yield for the trailing twelve months is around 1.17%, less than RNWGX's 6.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VITSX Vanguard Total Stock Market Index Fund Institutional Shares | 1.17% | 1.12% | 1.27% | 1.43% | 1.66% | 1.21% | 1.42% | 1.77% | 2.04% | 1.71% | 1.93% | 1.99% |
RNWGX American Funds New World Fund® Class R-6 | 6.18% | 6.09% | 4.11% | 2.88% | 1.33% | 7.32% | 0.44% | 4.05% | 2.71% | 2.26% | 1.37% | 1.04% |
Drawdowns
VITSX vs. RNWGX - Drawdown Comparison
The maximum VITSX drawdown since its inception was -55.30%, which is greater than RNWGX's maximum drawdown of -33.40%. Use the drawdown chart below to compare losses from any high point for VITSX and RNWGX.
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Drawdown Indicators
| VITSX | RNWGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.30% | -33.40% | -21.90% |
Max Drawdown (1Y)Largest decline over 1 year | -12.41% | -13.00% | +0.59% |
Max Drawdown (5Y)Largest decline over 5 years | -25.36% | -33.40% | +8.04% |
Max Drawdown (10Y)Largest decline over 10 years | -34.97% | -33.40% | -1.57% |
Current DrawdownCurrent decline from peak | -6.21% | -10.73% | +4.52% |
Average DrawdownAverage peak-to-trough decline | -10.12% | -8.12% | -2.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 3.13% | -0.54% |
Volatility
VITSX vs. RNWGX - Volatility Comparison
The current volatility for Vanguard Total Stock Market Index Fund Institutional Shares (VITSX) is 5.49%, while American Funds New World Fund® Class R-6 (RNWGX) has a volatility of 7.09%. This indicates that VITSX experiences smaller price fluctuations and is considered to be less risky than RNWGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VITSX | RNWGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 7.09% | -1.60% |
Volatility (6M)Calculated over the trailing 6-month period | 9.79% | 11.01% | -1.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.61% | 15.63% | +2.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.37% | 15.17% | +2.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.40% | 15.98% | +2.42% |