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 -0.25. 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:
0.21
VUSUX:
0.21
VMFVX:
0.45
VUSUX:
0.38
VMFVX:
1.06
VUSUX:
1.04
VMFVX:
0.19
VUSUX:
0.07
VMFVX:
0.64
VUSUX:
0.40
VMFVX:
6.81%
VUSUX:
6.87%
VMFVX:
20.82%
VUSUX:
13.08%
VMFVX:
-45.78%
VUSUX:
-46.04%
VMFVX:
-13.22%
VUSUX:
-38.23%
Returns By Period
In the year-to-date period, VMFVX achieves a -6.40% return, which is significantly lower than VUSUX's 1.81% return. Over the past 10 years, VMFVX has outperformed VUSUX with an annualized return of 8.06%, while VUSUX has yielded a comparatively lower -0.28% annualized return.
VMFVX
-6.40%
9.16%
-10.49%
3.07%
15.34%
8.06%
VUSUX
1.81%
-2.21%
-0.01%
1.87%
-8.34%
-0.28%
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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 1.93%, less than VUSUX's 3.85% 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 | 1.93% | 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 | 3.85% | 4.14% | 3.43% | 3.05% | 4.61% | 10.48% | 2.91% | 2.92% | 2.73% | 5.38% | 5.36% | 4.44% |
Drawdowns
VMFVX vs. VUSUX - Drawdown Comparison
The maximum VMFVX drawdown since its inception was -45.78%, roughly equal to the maximum VUSUX drawdown of -46.04%. 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) has a higher volatility of 10.93% compared to Vanguard Long-Term Treasury Fund Admiral Shares (VUSUX) at 4.35%. This indicates that VMFVX's price experiences larger fluctuations and is considered to be riskier than VUSUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.