VMCTX vs. VIGAX

In the year-to-date period, VMCTX achieves a 0.96% return, which is significantly higher than VIGAX's 0.89% return. Over the past 10 years, VMCTX has underperformed VIGAX with an annualized return of 13.46%, while VIGAX has yielded a comparatively higher 15.26% annualized return.

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VMCTX has a 0.06% expense ratio, which is higher than VIGAX's 0.05% 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%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Mega Cap Index Fund Institutional Shares (VMCTX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). 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 VMCTX Sharpe Ratio is 0.75, which is comparable to the VIGAX Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of VMCTX and VIGAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VMCTX's dividend yield for the trailing twelve months is around 1.16%, more than VIGAX's 0.46% yield.

The maximum VMCTX drawdown since its inception was -52.57%, roughly equal to the maximum VIGAX drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for VMCTX and VIGAX.

The current volatility for Vanguard Mega Cap Index Fund Institutional Shares (VMCTX) is 4.93%, while Vanguard Growth Index Fund Admiral Shares (VIGAX) has a volatility of 5.77%. This indicates that VMCTX experiences smaller price fluctuations and is considered to be less risky than VIGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.