VMFGX vs. MINT
Compare and contrast key facts about Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares (VMFGX) and PIMCO Enhanced Short Maturity Strategy Fund (MINT).
VMFGX is managed by Vanguard. It was launched on Mar 28, 2011. MINT is an actively managed fund by PIMCO. It was launched on Nov 16, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VMFGX or MINT.
Key characteristics
| VMFGX | MINT | |
|---|---|---|
| YTD Return | 22.92% | 5.15% |
| 1Y Return | 39.73% | 6.09% |
| 3Y Return (Ann) | 4.52% | 3.37% |
| 5Y Return (Ann) | 12.15% | 2.44% |
| 10Y Return (Ann) | 10.59% | 2.12% |
| Sharpe Ratio | 2.33 | 13.65 |
| Sortino Ratio | 3.23 | 32.69 |
| Omega Ratio | 1.39 | 9.54 |
| Calmar Ratio | 2.07 | 47.15 |
| Martin Ratio | 12.59 | 511.23 |
| Ulcer Index | 3.06% | 0.01% |
| Daily Std Dev | 16.53% | 0.45% |
| Max Drawdown | -39.15% | -4.62% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between VMFGX and MINT is -0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
VMFGX vs. MINT - Performance Comparison
In the year-to-date period, VMFGX achieves a 22.92% return, which is significantly higher than MINT's 5.15% return. Over the past 10 years, VMFGX has outperformed MINT with an annualized return of 10.59%, while MINT has yielded a comparatively lower 2.12% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VMFGX vs. MINT - Expense Ratio Comparison
VMFGX has a 0.08% expense ratio, which is lower than MINT's 0.36% expense ratio.
Risk-Adjusted Performance
VMFGX vs. MINT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares (VMFGX) and PIMCO Enhanced Short Maturity Strategy Fund (MINT). 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
VMFGX vs. MINT - Dividend Comparison
VMFGX's dividend yield for the trailing twelve months is around 0.99%, less than MINT's 5.32% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VMFGX Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares | 0.99% | 1.21% | 1.12% | 0.53% | 0.79% | 1.22% | 1.18% | 0.93% | 1.14% | 1.14% | 0.91% | 0.75% |
MINT PIMCO Enhanced Short Maturity Strategy Fund | 5.32% | 4.91% | 1.90% | 0.44% | 1.15% | 2.65% | 2.32% | 1.61% | 1.35% | 0.88% | 0.80% | 0.88% |
Drawdowns
VMFGX vs. MINT - Drawdown Comparison
The maximum VMFGX drawdown since its inception was -39.15%, which is greater than MINT's maximum drawdown of -4.62%. Use the drawdown chart below to compare losses from any high point for VMFGX and MINT. For additional features, visit the drawdowns tool.
Volatility
VMFGX vs. MINT - Volatility Comparison
Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares (VMFGX) has a higher volatility of 4.92% compared to PIMCO Enhanced Short Maturity Strategy Fund (MINT) at 0.11%. This indicates that VMFGX's price experiences larger fluctuations and is considered to be riskier than MINT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.