VITSX vs. VIMAX
Compare and contrast key facts about Vanguard Total Stock Market Index Fund Institutional Shares (VITSX) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX).
VITSX is managed by Vanguard. It was launched on Jul 7, 1997. VIMAX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VITSX or VIMAX.
Correlation
The correlation between VITSX and VIMAX is 0.96, 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
VITSX vs. VIMAX - Performance Comparison
Key characteristics
VITSX:
2.13
VIMAX:
1.90
VITSX:
2.83
VIMAX:
2.59
VITSX:
1.39
VIMAX:
1.33
VITSX:
3.28
VIMAX:
2.64
VITSX:
13.00
VIMAX:
9.13
VITSX:
2.16%
VIMAX:
2.63%
VITSX:
13.14%
VIMAX:
12.63%
VITSX:
-55.31%
VIMAX:
-58.88%
VITSX:
-0.81%
VIMAX:
-2.06%
Returns By Period
In the year-to-date period, VITSX achieves a 3.25% return, which is significantly lower than VIMAX's 5.12% return. Over the past 10 years, VITSX has outperformed VIMAX with an annualized return of 12.92%, while VIMAX has yielded a comparatively lower 10.13% annualized return.
VITSX
3.25%
2.37%
9.96%
26.03%
13.92%
12.92%
VIMAX
5.12%
3.95%
11.94%
22.15%
10.28%
10.13%
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VITSX vs. VIMAX - Expense Ratio Comparison
VITSX has a 0.03% expense ratio, which is lower than VIMAX's 0.05% expense ratio. Despite the difference, 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
VITSX vs. VIMAX — Risk-Adjusted Performance Rank
VITSX
VIMAX
VITSX vs. VIMAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Stock Market Index Fund Institutional Shares (VITSX) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX). 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
VITSX vs. VIMAX - Dividend Comparison
VITSX's dividend yield for the trailing twelve months is around 1.23%, less than VIMAX's 1.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VITSX Vanguard Total Stock Market Index Fund Institutional Shares | 1.23% | 1.27% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.93% | 1.99% | 2.30% |
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | 1.41% | 1.48% | 1.51% | 1.59% | 1.11% | 1.44% | 1.47% | 1.82% | 1.35% | 1.45% | 1.47% | 2.55% |
Drawdowns
VITSX vs. VIMAX - Drawdown Comparison
The maximum VITSX drawdown since its inception was -55.31%, smaller than the maximum VIMAX drawdown of -58.88%. Use the drawdown chart below to compare losses from any high point for VITSX and VIMAX. For additional features, visit the drawdowns tool.
Volatility
VITSX vs. VIMAX - Volatility Comparison
Vanguard Total Stock Market Index Fund Institutional Shares (VITSX) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) have volatilities of 5.27% and 5.18%, 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.