VMGRX vs. VEIRX
Compare and contrast key facts about Vanguard Mid-Cap Growth Fund (VMGRX) and Vanguard Equity Income Fund Admiral Shares (VEIRX).
VMGRX is managed by Vanguard. It was launched on Dec 31, 1997. VEIRX is managed by Vanguard. It was launched on Aug 13, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VMGRX or VEIRX.
Correlation
The correlation between VMGRX and VEIRX is 0.89, 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. VEIRX - Performance Comparison
Key characteristics
VMGRX:
0.08
VEIRX:
0.07
VMGRX:
0.29
VEIRX:
0.21
VMGRX:
1.04
VEIRX:
1.04
VMGRX:
0.05
VEIRX:
0.07
VMGRX:
0.27
VEIRX:
0.22
VMGRX:
7.68%
VEIRX:
5.98%
VMGRX:
24.66%
VEIRX:
17.69%
VMGRX:
-72.00%
VEIRX:
-56.75%
VMGRX:
-36.08%
VEIRX:
-11.83%
Returns By Period
In the year-to-date period, VMGRX achieves a -8.92% return, which is significantly lower than VEIRX's -0.98% return. Over the past 10 years, VMGRX has underperformed VEIRX with an annualized return of -0.07%, while VEIRX has yielded a comparatively higher 5.66% annualized return.
VMGRX
-8.92%
-1.57%
-7.07%
1.93%
0.80%
-0.07%
VEIRX
-0.98%
-3.63%
-8.24%
1.28%
8.38%
5.66%
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VMGRX vs. VEIRX - Expense Ratio Comparison
VMGRX has a 0.33% expense ratio, which is higher than VEIRX's 0.19% expense ratio.
Risk-Adjusted Performance
VMGRX vs. VEIRX — Risk-Adjusted Performance Rank
VMGRX
VEIRX
VMGRX vs. VEIRX - 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 Admiral Shares (VEIRX). 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. VEIRX - Dividend Comparison
VMGRX's dividend yield for the trailing twelve months is around 1.98%, less than VEIRX's 3.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VMGRX Vanguard Mid-Cap Growth Fund | 1.98% | 1.80% | 0.39% | 0.26% | 0.02% | 0.15% | 0.25% | 0.44% | 0.36% | 0.67% | 0.31% | 0.16% |
VEIRX Vanguard Equity Income Fund Admiral Shares | 3.05% | 2.91% | 3.03% | 3.03% | 2.49% | 2.70% | 2.71% | 3.25% | 2.54% | 2.83% | 3.05% | 2.78% |
Drawdowns
VMGRX vs. VEIRX - Drawdown Comparison
The maximum VMGRX drawdown since its inception was -72.00%, which is greater than VEIRX's maximum drawdown of -56.75%. Use the drawdown chart below to compare losses from any high point for VMGRX and VEIRX. For additional features, visit the drawdowns tool.
Volatility
VMGRX vs. VEIRX - Volatility Comparison
Vanguard Mid-Cap Growth Fund (VMGRX) has a higher volatility of 16.89% compared to Vanguard Equity Income Fund Admiral Shares (VEIRX) at 11.24%. This indicates that VMGRX's price experiences larger fluctuations and is considered to be riskier than VEIRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.