VMGRX vs. VEIPX
Compare and contrast key facts about Vanguard Mid-Cap Growth Fund (VMGRX) and Vanguard Equity Income Fund Investor Shares (VEIPX).
VMGRX is managed by Vanguard. It was launched on Dec 31, 1997. VEIPX is managed by Vanguard. It was launched on Mar 21, 1988.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VMGRX or VEIPX.
Correlation
The correlation between VMGRX and VEIPX is 0.74, 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.
Performance
VMGRX vs. VEIPX - Performance Comparison
Key characteristics
VMGRX:
1.27
VEIPX:
1.53
VMGRX:
1.77
VEIPX:
2.13
VMGRX:
1.22
VEIPX:
1.28
VMGRX:
0.50
VEIPX:
2.55
VMGRX:
5.60
VEIPX:
7.73
VMGRX:
3.72%
VEIPX:
2.12%
VMGRX:
16.46%
VEIPX:
10.72%
VMGRX:
-72.00%
VEIPX:
-56.84%
VMGRX:
-28.96%
VEIPX:
-4.02%
Returns By Period
In the year-to-date period, VMGRX achieves a 1.23% return, which is significantly higher than VEIPX's 0.93% return. Over the past 10 years, VMGRX has underperformed VEIPX with an annualized return of 1.87%, while VEIPX has yielded a comparatively higher 8.21% annualized return.
VMGRX
1.23%
-3.82%
8.74%
20.88%
0.13%
1.87%
VEIPX
0.93%
-1.56%
3.74%
16.39%
8.67%
8.21%
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VMGRX vs. VEIPX - Expense Ratio Comparison
VMGRX has a 0.33% expense ratio, which is higher than VEIPX's 0.28% expense ratio.
Risk-Adjusted Performance
VMGRX vs. VEIPX — Risk-Adjusted Performance Rank
VMGRX
VEIPX
VMGRX vs. VEIPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid-Cap Growth Fund (VMGRX) and Vanguard Equity Income Fund Investor Shares (VEIPX). 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
VMGRX vs. VEIPX - Dividend Comparison
VMGRX's dividend yield for the trailing twelve months is around 1.78%, less than VEIPX's 2.79% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VMGRX Vanguard Mid-Cap Growth Fund | 1.78% | 1.80% | 0.39% | 0.26% | 0.02% | 0.15% | 0.25% | 0.44% | 0.36% | 0.67% | 0.31% | 0.16% |
VEIPX Vanguard Equity Income Fund Investor Shares | 2.79% | 2.81% | 2.94% | 2.93% | 2.40% | 2.62% | 2.63% | 3.15% | 2.45% | 2.74% | 2.96% | 2.69% |
Drawdowns
VMGRX vs. VEIPX - Drawdown Comparison
The maximum VMGRX drawdown since its inception was -72.00%, which is greater than VEIPX's maximum drawdown of -56.84%. Use the drawdown chart below to compare losses from any high point for VMGRX and VEIPX. For additional features, visit the drawdowns tool.
Volatility
VMGRX vs. VEIPX - Volatility Comparison
Vanguard Mid-Cap Growth Fund (VMGRX) has a higher volatility of 6.02% compared to Vanguard Equity Income Fund Investor Shares (VEIPX) at 4.24%. This indicates that VMGRX's price experiences larger fluctuations and is considered to be riskier than VEIPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.