VMFVX vs. VUSUX
Compare and contrast key facts about Vanguard S&P Mid-Cap 400 Value Index Fund Institutional Shares (VMFVX) and Vanguard Long-Term Treasury Fund Admiral Shares (VUSUX).
VMFVX is managed by Vanguard. It was launched on Nov 2, 2010. VUSUX is managed by Vanguard. It was launched on Feb 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VMFVX or VUSUX.
Correlation
The correlation between VMFVX and VUSUX is -0.27. 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
VMFVX vs. VUSUX - Performance Comparison
Key characteristics
VMFVX:
1.08
VUSUX:
0.07
VMFVX:
1.60
VUSUX:
0.18
VMFVX:
1.20
VUSUX:
1.02
VMFVX:
1.93
VUSUX:
0.02
VMFVX:
4.70
VUSUX:
0.13
VMFVX:
3.54%
VUSUX:
6.15%
VMFVX:
15.47%
VUSUX:
12.54%
VMFVX:
-45.78%
VUSUX:
-51.18%
VMFVX:
-5.00%
VUSUX:
-44.35%
Returns By Period
In the year-to-date period, VMFVX achieves a 2.46% return, which is significantly higher than VUSUX's 1.38% return. Over the past 10 years, VMFVX has outperformed VUSUX with an annualized return of 9.05%, while VUSUX has yielded a comparatively lower -2.21% annualized return.
VMFVX
2.46%
-2.34%
8.15%
16.93%
10.87%
9.05%
VUSUX
1.38%
1.26%
-6.40%
1.43%
-8.44%
-2.21%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VMFVX vs. VUSUX - Expense Ratio Comparison
VMFVX has a 0.08% expense ratio, which is lower than VUSUX's 0.10% 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%.
Risk-Adjusted Performance
VMFVX vs. VUSUX — Risk-Adjusted Performance Rank
VMFVX
VUSUX
VMFVX vs. VUSUX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P Mid-Cap 400 Value Index Fund Institutional Shares (VMFVX) and Vanguard Long-Term Treasury Fund Admiral Shares (VUSUX). 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
VMFVX vs. VUSUX - Dividend Comparison
VMFVX's dividend yield for the trailing twelve months is around 1.77%, less than VUSUX's 4.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VMFVX Vanguard S&P Mid-Cap 400 Value Index Fund Institutional Shares | 1.77% | 1.81% | 1.60% | 2.04% | 1.81% | 2.48% | 1.97% | 2.01% | 1.56% | 1.42% | 1.73% | 1.57% |
VUSUX Vanguard Long-Term Treasury Fund Admiral Shares | 4.15% | 4.16% | 3.42% | 3.03% | 1.97% | 2.10% | 2.63% | 2.92% | 2.74% | 2.96% | 2.99% | 2.96% |
Drawdowns
VMFVX vs. VUSUX - Drawdown Comparison
The maximum VMFVX drawdown since its inception was -45.78%, smaller than the maximum VUSUX drawdown of -51.18%. Use the drawdown chart below to compare losses from any high point for VMFVX and VUSUX. For additional features, visit the drawdowns tool.
Volatility
VMFVX vs. VUSUX - Volatility Comparison
Vanguard S&P Mid-Cap 400 Value Index Fund Institutional Shares (VMFVX) and Vanguard Long-Term Treasury Fund Admiral Shares (VUSUX) have volatilities of 3.32% and 3.47%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.