VLCAX vs. VIMAX
Compare and contrast key facts about Vanguard Large-Cap Index Fund Admiral Shares (VLCAX) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX).
VLCAX is managed by Vanguard. It was launched on Feb 2, 2004. 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: VLCAX or VIMAX.
Correlation
The correlation between VLCAX and VIMAX is 0.94, 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
VLCAX vs. VIMAX - Performance Comparison
Key characteristics
VLCAX:
2.23
VIMAX:
1.52
VLCAX:
2.96
VIMAX:
2.11
VLCAX:
1.42
VIMAX:
1.27
VLCAX:
3.29
VIMAX:
1.86
VLCAX:
14.59
VIMAX:
8.61
VLCAX:
1.93%
VIMAX:
2.22%
VLCAX:
12.64%
VIMAX:
12.54%
VLCAX:
-54.76%
VIMAX:
-58.88%
VLCAX:
-2.67%
VIMAX:
-5.79%
Returns By Period
In the year-to-date period, VLCAX achieves a 26.23% return, which is significantly higher than VIMAX's 16.53% return. Over the past 10 years, VLCAX has outperformed VIMAX with an annualized return of 13.02%, while VIMAX has yielded a comparatively lower 9.58% annualized return.
VLCAX
26.23%
-0.12%
9.64%
26.66%
14.77%
13.02%
VIMAX
16.53%
-4.00%
10.64%
17.08%
10.17%
9.58%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VLCAX vs. VIMAX - Expense Ratio Comparison
Both VLCAX and VIMAX have an expense ratio of 0.05%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
VLCAX vs. VIMAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Large-Cap Index Fund Admiral Shares (VLCAX) 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
VLCAX vs. VIMAX - Dividend Comparison
VLCAX's dividend yield for the trailing twelve months is around 0.90%, less than VIMAX's 1.06% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VLCAX Vanguard Large-Cap Index Fund Admiral Shares | 0.90% | 1.40% | 1.66% | 1.18% | 1.45% | 1.80% | 2.08% | 1.75% | 1.98% | 1.96% | 1.77% | 1.75% |
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | 1.06% | 1.51% | 1.59% | 1.11% | 1.44% | 1.47% | 1.82% | 1.35% | 1.45% | 1.47% | 1.29% | 1.17% |
Drawdowns
VLCAX vs. VIMAX - Drawdown Comparison
The maximum VLCAX drawdown since its inception was -54.76%, smaller than the maximum VIMAX drawdown of -58.88%. Use the drawdown chart below to compare losses from any high point for VLCAX and VIMAX. For additional features, visit the drawdowns tool.
Volatility
VLCAX vs. VIMAX - Volatility Comparison
The current volatility for Vanguard Large-Cap Index Fund Admiral Shares (VLCAX) is 3.90%, while Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) has a volatility of 4.69%. This indicates that VLCAX experiences smaller price fluctuations and is considered to be less risky than VIMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.