Correlation
The correlation between VMGAX and MAGSX is 0.94, 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.
VMGAX vs. MAGSX
Compare and contrast key facts about Vanguard Mega Cap Growth Index Fund Institutional Shares (VMGAX) and Madison Aggressive Allocation Fund (MAGSX).
VMGAX is managed by Vanguard. It was launched on Apr 3, 2008. MAGSX is managed by Madison Funds. It was launched on Jun 29, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VMGAX or MAGSX.
Performance
VMGAX vs. MAGSX - Performance Comparison
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Key characteristics
VMGAX:
0.72
MAGSX:
0.28
VMGAX:
1.05
MAGSX:
0.40
VMGAX:
1.15
MAGSX:
1.06
VMGAX:
0.70
MAGSX:
0.20
VMGAX:
2.34
MAGSX:
0.72
VMGAX:
7.04%
MAGSX:
4.19%
VMGAX:
26.24%
MAGSX:
14.07%
VMGAX:
-48.61%
MAGSX:
-56.42%
VMGAX:
-3.32%
MAGSX:
-3.84%
Returns By Period
In the year-to-date period, VMGAX achieves a 0.65% return, which is significantly lower than MAGSX's 2.29% return. Over the past 10 years, VMGAX has outperformed MAGSX with an annualized return of 16.10%, while MAGSX has yielded a comparatively lower 0.87% annualized return.
VMGAX
0.65%
7.67%
1.83%
18.57%
20.82%
17.93%
16.10%
MAGSX
2.29%
3.57%
-3.60%
3.29%
4.51%
2.44%
0.87%
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VMGAX vs. MAGSX - Expense Ratio Comparison
VMGAX has a 0.06% expense ratio, which is lower than MAGSX's 0.71% expense ratio.
Risk-Adjusted Performance
VMGAX vs. MAGSX — Risk-Adjusted Performance Rank
VMGAX
MAGSX
VMGAX vs. MAGSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mega Cap Growth Index Fund Institutional Shares (VMGAX) and Madison Aggressive Allocation Fund (MAGSX). 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.
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Dividends
VMGAX vs. MAGSX - Dividend Comparison
VMGAX's dividend yield for the trailing twelve months is around 0.45%, less than MAGSX's 4.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VMGAX Vanguard Mega Cap Growth Index Fund Institutional Shares | 0.45% | 0.44% | 0.51% | 0.71% | 0.42% | 0.65% | 0.86% | 1.13% | 1.23% | 1.53% | 1.44% | 1.25% |
MAGSX Madison Aggressive Allocation Fund | 4.21% | 4.31% | 1.89% | 1.26% | 9.97% | 8.66% | 5.42% | 10.79% | 5.89% | 3.82% | 9.58% | 9.70% |
Drawdowns
VMGAX vs. MAGSX - Drawdown Comparison
The maximum VMGAX drawdown since its inception was -48.61%, smaller than the maximum MAGSX drawdown of -56.42%. Use the drawdown chart below to compare losses from any high point for VMGAX and MAGSX.
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Volatility
VMGAX vs. MAGSX - Volatility Comparison
Vanguard Mega Cap Growth Index Fund Institutional Shares (VMGAX) has a higher volatility of 5.97% compared to Madison Aggressive Allocation Fund (MAGSX) at 3.43%. This indicates that VMGAX's price experiences larger fluctuations and is considered to be riskier than MAGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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