VMGRX vs. MPEGX

In the year-to-date period, VMGRX achieves a -8.92% return, which is significantly lower than MPEGX's -1.76% return. Over the past 10 years, VMGRX has outperformed MPEGX with an annualized return of -0.07%, while MPEGX has yielded a comparatively lower -6.48% annualized return.

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VMGRX has a 0.33% expense ratio, which is lower than MPEGX's 0.72% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid-Cap Growth Fund (VMGRX) and Morgan Stanley Institutional Fund Trust Discovery Portfolio (MPEGX). 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.

The current VMGRX Sharpe Ratio is 0.08, which is lower than the MPEGX Sharpe Ratio of 1.28. The chart below compares the historical Sharpe Ratios of VMGRX and MPEGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VMGRX's dividend yield for the trailing twelve months is around 1.98%, while MPEGX has not paid dividends to shareholders.

The maximum VMGRX drawdown since its inception was -72.00%, smaller than the maximum MPEGX drawdown of -81.60%. Use the drawdown chart below to compare losses from any high point for VMGRX and MPEGX. For additional features, visit the drawdowns tool.

The current volatility for Vanguard Mid-Cap Growth Fund (VMGRX) is 16.89%, while Morgan Stanley Institutional Fund Trust Discovery Portfolio (MPEGX) has a volatility of 19.13%. This indicates that VMGRX experiences smaller price fluctuations and is considered to be less risky than MPEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.