VIVAX vs. VMVLX
Compare and contrast key facts about Vanguard Value Index Fund (VIVAX) and Vanguard Mega Cap Value Index Fund Institutional Shares (VMVLX).
VIVAX is managed by Vanguard. It was launched on Nov 2, 1992. VMVLX is managed by Vanguard. It was launched on Mar 5, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIVAX or VMVLX.
Correlation
The correlation between VIVAX and VMVLX is 0.92, 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
VIVAX vs. VMVLX - Performance Comparison
Key characteristics
VIVAX:
0.42
VMVLX:
0.50
VIVAX:
0.68
VMVLX:
0.79
VIVAX:
1.10
VMVLX:
1.11
VIVAX:
0.45
VMVLX:
0.57
VIVAX:
1.75
VMVLX:
2.31
VIVAX:
3.68%
VMVLX:
3.26%
VIVAX:
15.42%
VMVLX:
15.20%
VIVAX:
-59.38%
VMVLX:
-56.30%
VIVAX:
-8.31%
VMVLX:
-7.47%
Returns By Period
In the year-to-date period, VIVAX achieves a -2.13% return, which is significantly lower than VMVLX's -1.37% return. Over the past 10 years, VIVAX has underperformed VMVLX with an annualized return of 9.54%, while VMVLX has yielded a comparatively higher 10.10% annualized return.
VIVAX
-2.13%
-3.60%
-4.06%
6.69%
13.50%
9.54%
VMVLX
-1.37%
-3.88%
-3.09%
7.87%
13.79%
10.10%
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VIVAX vs. VMVLX - Expense Ratio Comparison
VIVAX has a 0.17% expense ratio, which is higher than VMVLX's 0.06% 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
VIVAX vs. VMVLX — Risk-Adjusted Performance Rank
VIVAX
VMVLX
VIVAX vs. VMVLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Value Index Fund (VIVAX) and Vanguard Mega Cap Value Index Fund Institutional Shares (VMVLX). 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
VIVAX vs. VMVLX - Dividend Comparison
VIVAX's dividend yield for the trailing twelve months is around 2.24%, less than VMVLX's 2.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIVAX Vanguard Value Index Fund | 2.24% | 2.19% | 2.33% | 2.39% | 2.02% | 2.44% | 2.39% | 2.59% | 2.18% | 2.33% | 2.46% | 2.08% |
VMVLX Vanguard Mega Cap Value Index Fund Institutional Shares | 2.35% | 2.32% | 2.49% | 2.46% | 2.18% | 2.47% | 2.70% | 2.66% | 2.36% | 2.53% | 2.62% | 2.29% |
Drawdowns
VIVAX vs. VMVLX - Drawdown Comparison
The maximum VIVAX drawdown since its inception was -59.38%, which is greater than VMVLX's maximum drawdown of -56.30%. Use the drawdown chart below to compare losses from any high point for VIVAX and VMVLX. For additional features, visit the drawdowns tool.
Volatility
VIVAX vs. VMVLX - Volatility Comparison
Vanguard Value Index Fund (VIVAX) and Vanguard Mega Cap Value Index Fund Institutional Shares (VMVLX) have volatilities of 11.16% and 10.97%, 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.