VMGRX vs. VEIPX

In the year-to-date period, VMGRX achieves a -8.92% return, which is significantly lower than VEIPX's -1.01% return. Over the past 10 years, VMGRX has underperformed VEIPX with an annualized return of -0.12%, while VEIPX has yielded a comparatively higher 5.53% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

VMGRX has a 0.33% expense ratio, which is higher than VEIPX's 0.28% expense ratio.

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.

The current VMGRX Sharpe Ratio is 0.08, which is comparable to the VEIPX Sharpe Ratio of 0.07. The chart below compares the historical Sharpe Ratios of VMGRX and VEIPX, 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%, less than VEIPX's 2.95% yield.

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.

Vanguard Mid-Cap Growth Fund (VMGRX) has a higher volatility of 16.89% compared to Vanguard Equity Income Fund Investor Shares (VEIPX) at 11.24%. 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.