VMFGX vs. NEEGX
Compare and contrast key facts about Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares (VMFGX) and Needham Growth Fund (NEEGX).
VMFGX is managed by Vanguard. It was launched on Mar 28, 2011. NEEGX is managed by Needham. It was launched on Jan 2, 1996.
Performance
VMFGX vs. NEEGX - Performance Comparison
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VMFGX vs. NEEGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VMFGX Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares | 3.91% | 7.43% | 15.86% | 17.42% | -18.99% | 18.83% | 22.61% | 26.20% | -10.39% | 19.87% |
NEEGX Needham Growth Fund | 15.68% | 8.76% | 14.45% | 26.85% | -33.57% | 27.63% | 41.73% | 42.33% | -10.56% | 8.33% |
Returns By Period
In the year-to-date period, VMFGX achieves a 3.91% return, which is significantly lower than NEEGX's 15.68% return. Over the past 10 years, VMFGX has underperformed NEEGX with an annualized return of 10.58%, while NEEGX has yielded a comparatively higher 12.74% annualized return.
VMFGX
- 1D
- 3.44%
- 1M
- -6.81%
- YTD
- 3.91%
- 6M
- 4.99%
- 1Y
- 20.83%
- 3Y*
- 13.08%
- 5Y*
- 5.78%
- 10Y*
- 10.58%
NEEGX
- 1D
- 4.73%
- 1M
- -6.88%
- YTD
- 15.68%
- 6M
- 17.81%
- 1Y
- 49.67%
- 3Y*
- 18.80%
- 5Y*
- 7.05%
- 10Y*
- 12.74%
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VMFGX vs. NEEGX - Expense Ratio Comparison
VMFGX has a 0.08% expense ratio, which is lower than NEEGX's 1.78% expense ratio.
Return for Risk
VMFGX vs. NEEGX — Risk / Return Rank
VMFGX
NEEGX
VMFGX vs. NEEGX - Risk-Adjusted Trends 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 Needham Growth Fund (NEEGX). 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.
| VMFGX | NEEGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 1.56 | -0.57 |
Sortino ratioReturn per unit of downside risk | 1.53 | 2.16 | -0.63 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.29 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.60 | 3.25 | -1.65 |
Martin ratioReturn relative to average drawdown | 6.93 | 10.67 | -3.74 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VMFGX | NEEGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | 1.56 | -0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.25 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.51 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.54 | +0.05 |
Correlation
The correlation between VMFGX and NEEGX is 0.85, 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.
Dividends
VMFGX vs. NEEGX - Dividend Comparison
VMFGX's dividend yield for the trailing twelve months is around 0.68%, less than NEEGX's 6.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VMFGX Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares | 0.68% | 0.70% | 0.84% | 1.21% | 1.12% | 0.53% | 0.79% | 1.22% | 1.18% | 0.93% | 1.14% | 1.14% |
NEEGX Needham Growth Fund | 6.54% | 7.57% | 3.92% | 0.00% | 1.78% | 6.92% | 5.73% | 11.31% | 17.79% | 9.70% | 4.22% | 6.74% |
Drawdowns
VMFGX vs. NEEGX - Drawdown Comparison
The maximum VMFGX drawdown since its inception was -39.15%, smaller than the maximum NEEGX drawdown of -53.60%. Use the drawdown chart below to compare losses from any high point for VMFGX and NEEGX.
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Drawdown Indicators
| VMFGX | NEEGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.15% | -53.60% | +14.45% |
Max Drawdown (1Y)Largest decline over 1 year | -13.68% | -15.15% | +1.47% |
Max Drawdown (5Y)Largest decline over 5 years | -29.25% | -43.35% | +14.10% |
Max Drawdown (10Y)Largest decline over 10 years | -39.15% | -43.35% | +4.20% |
Current DrawdownCurrent decline from peak | -6.81% | -7.54% | +0.73% |
Average DrawdownAverage peak-to-trough decline | -5.76% | -10.95% | +5.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.16% | 4.61% | -1.45% |
Volatility
VMFGX vs. NEEGX - Volatility Comparison
The current volatility for Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares (VMFGX) is 7.88%, while Needham Growth Fund (NEEGX) has a volatility of 11.31%. This indicates that VMFGX experiences smaller price fluctuations and is considered to be less risky than NEEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VMFGX | NEEGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.88% | 11.31% | -3.43% |
Volatility (6M)Calculated over the trailing 6-month period | 13.16% | 20.91% | -7.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.12% | 32.23% | -10.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.55% | 28.04% | -7.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.99% | 25.01% | -4.02% |