VLCAX vs. VIVAX

In the year-to-date period, VLCAX achieves a -3.19% return, which is significantly lower than VIVAX's -0.06% return. Over the past 10 years, VLCAX has outperformed VIVAX with an annualized return of 12.36%, while VIVAX has yielded a comparatively lower 9.69% annualized return.

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VLCAX has a 0.05% expense ratio, which is lower than VIVAX's 0.17% 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%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Large-Cap Index Fund Admiral Shares (VLCAX) and Vanguard Value Index Fund (VIVAX). 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.

The current VLCAX Sharpe Ratio is 0.54, which is comparable to the VIVAX Sharpe Ratio of 0.45. The chart below compares the historical Sharpe Ratios of VLCAX and VIVAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VLCAX's dividend yield for the trailing twelve months is around 1.30%, less than VIVAX's 2.20% yield.

The maximum VLCAX drawdown since its inception was -54.76%, smaller than the maximum VIVAX drawdown of -59.38%. Use the drawdown chart below to compare losses from any high point for VLCAX and VIVAX. For additional features, visit the drawdowns tool.

Vanguard Large-Cap Index Fund Admiral Shares (VLCAX) has a higher volatility of 6.89% compared to Vanguard Value Index Fund (VIVAX) at 5.29%. This indicates that VLCAX's price experiences larger fluctuations and is considered to be riskier than VIVAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.