VLISX vs. VMCIX

In the year-to-date period, VLISX achieves a -0.09% return, which is significantly lower than VMCIX's 2.43% return. Over the past 10 years, VLISX has outperformed VMCIX with an annualized return of 12.60%, while VMCIX has yielded a comparatively lower 9.24% annualized return.

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Both VLISX and VMCIX have an expense ratio of 0.04%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Large-Cap Index Fund Institutional Shares (VLISX) and Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX). 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 VLISX Sharpe Ratio is 0.71, which is comparable to the VMCIX Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of VLISX and VMCIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VLISX's dividend yield for the trailing twelve months is around 1.27%, less than VMCIX's 1.54% yield.

The maximum VLISX drawdown since its inception was -54.75%, smaller than the maximum VMCIX drawdown of -58.86%. Use the drawdown chart below to compare losses from any high point for VLISX and VMCIX. For additional features, visit the drawdowns tool.

Vanguard Large-Cap Index Fund Institutional Shares (VLISX) has a higher volatility of 6.33% compared to Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX) at 5.50%. This indicates that VLISX's price experiences larger fluctuations and is considered to be riskier than VMCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.