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VMGIX vs. VIGRX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VMGIX vs. VIGRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Mid-Cap Growth Index Fund (VMGIX) and Vanguard Growth Index Fund (VIGRX). The values are adjusted to include any dividend payments, if applicable.

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VMGIX vs. VIGRX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VMGIX
Vanguard Mid-Cap Growth Index Fund
-10.45%10.56%15.51%23.79%-28.93%20.32%34.30%33.69%-5.73%21.72%
VIGRX
Vanguard Growth Index Fund
-13.86%19.18%32.51%46.59%-33.22%27.10%40.01%37.08%-3.47%27.64%

Returns By Period

In the year-to-date period, VMGIX achieves a -10.45% return, which is significantly higher than VIGRX's -13.86% return. Over the past 10 years, VMGIX has underperformed VIGRX with an annualized return of 10.15%, while VIGRX has yielded a comparatively higher 15.42% annualized return.


VMGIX

1D
-1.10%
1M
-10.27%
YTD
-10.45%
6M
-14.74%
1Y
2.58%
3Y*
9.20%
5Y*
3.65%
10Y*
10.15%

VIGRX

1D
-0.57%
1M
-8.84%
YTD
-13.86%
6M
-12.36%
1Y
13.58%
3Y*
19.38%
5Y*
10.78%
10Y*
15.42%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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VMGIX vs. VIGRX - Expense Ratio Comparison

VMGIX has a 0.19% expense ratio, which is higher than VIGRX's 0.17% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Return for Risk

VMGIX vs. VIGRX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VMGIX
VMGIX Risk / Return Rank: 88
Overall Rank
VMGIX Sharpe Ratio Rank: 88
Sharpe Ratio Rank
VMGIX Sortino Ratio Rank: 99
Sortino Ratio Rank
VMGIX Omega Ratio Rank: 88
Omega Ratio Rank
VMGIX Calmar Ratio Rank: 77
Calmar Ratio Rank
VMGIX Martin Ratio Rank: 77
Martin Ratio Rank

VIGRX
VIGRX Risk / Return Rank: 2626
Overall Rank
VIGRX Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
VIGRX Sortino Ratio Rank: 2929
Sortino Ratio Rank
VIGRX Omega Ratio Rank: 2828
Omega Ratio Rank
VIGRX Calmar Ratio Rank: 2222
Calmar Ratio Rank
VIGRX Martin Ratio Rank: 2222
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VMGIX vs. VIGRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid-Cap Growth Index Fund (VMGIX) and Vanguard Growth Index Fund (VIGRX). 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.


VMGIXVIGRXDifference

Sharpe ratio

Return per unit of total volatility

0.14

0.61

-0.47

Sortino ratio

Return per unit of downside risk

0.34

1.03

-0.69

Omega ratio

Gain probability vs. loss probability

1.05

1.15

-0.10

Calmar ratio

Return relative to maximum drawdown

0.05

0.65

-0.59

Martin ratio

Return relative to average drawdown

0.16

2.34

-2.17

VMGIX vs. VIGRX - Sharpe Ratio Comparison

The current VMGIX Sharpe Ratio is 0.14, which is lower than the VIGRX Sharpe Ratio of 0.61. The chart below compares the historical Sharpe Ratios of VMGIX and VIGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


VMGIXVIGRXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.14

0.61

-0.47

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.17

0.49

-0.31

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.49

0.72

-0.23

Sharpe Ratio (All Time)

Calculated using the full available price history

0.40

0.55

-0.15

Correlation

The correlation between VMGIX and VIGRX is 0.92, 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

VMGIX vs. VIGRX - Dividend Comparison

VMGIX's dividend yield for the trailing twelve months is around 0.60%, more than VIGRX's 0.33% yield.


TTM20252024202320222021202020192018201720162015
VMGIX
Vanguard Mid-Cap Growth Index Fund
0.60%0.52%0.56%0.60%0.64%0.23%0.46%0.67%0.70%0.61%0.70%0.69%
VIGRX
Vanguard Growth Index Fund
0.33%0.22%0.35%0.47%0.54%0.36%0.56%0.83%1.18%1.03%1.27%1.16%

Drawdowns

VMGIX vs. VIGRX - Drawdown Comparison

The maximum VMGIX drawdown since its inception was -60.20%, roughly equal to the maximum VIGRX drawdown of -57.47%. Use the drawdown chart below to compare losses from any high point for VMGIX and VIGRX.


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Drawdown Indicators


VMGIXVIGRXDifference

Max Drawdown

Largest peak-to-trough decline

-60.20%

-57.47%

-2.73%

Max Drawdown (1Y)

Largest decline over 1 year

-15.99%

-16.55%

+0.56%

Max Drawdown (5Y)

Largest decline over 5 years

-37.25%

-35.70%

-1.55%

Max Drawdown (10Y)

Largest decline over 10 years

-37.25%

-35.70%

-1.55%

Current Drawdown

Current decline from peak

-15.99%

-16.55%

+0.56%

Average Drawdown

Average peak-to-trough decline

-10.06%

-14.26%

+4.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.05%

4.58%

+0.47%

Volatility

VMGIX vs. VIGRX - Volatility Comparison

Vanguard Mid-Cap Growth Index Fund (VMGIX) and Vanguard Growth Index Fund (VIGRX) have volatilities of 5.38% and 5.52%, 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.


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Volatility by Period


VMGIXVIGRXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.38%

5.52%

-0.14%

Volatility (6M)

Calculated over the trailing 6-month period

12.04%

12.10%

-0.06%

Volatility (1Y)

Calculated over the trailing 1-year period

20.88%

22.69%

-1.81%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.36%

22.30%

-0.94%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.91%

21.50%

-0.59%