VMGRX vs. VIGAX

The year-to-date returns for both investments are quite close, with VMGRX having a 1.30% return and VIGAX slightly higher at 1.34%. Over the past 10 years, VMGRX has underperformed VIGAX with an annualized return of 0.81%, while VIGAX has yielded a comparatively higher 15.31% annualized return.

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VMGRX has a 0.33% expense ratio, which is higher than VIGAX's 0.05% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid-Cap Growth Fund (VMGRX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). 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 0.46, which is lower than the VIGAX Sharpe Ratio of 0.76. The chart below compares the historical Sharpe Ratios of VMGRX and VIGAX, 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 1.78%, more than VIGAX's 0.46% yield.

The maximum VMGRX drawdown since its inception was -72.00%, which is greater than VIGAX's maximum drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for VMGRX and VIGAX. For additional features, visit the drawdowns tool.

Vanguard Mid-Cap Growth Fund (VMGRX) and Vanguard Growth Index Fund Admiral Shares (VIGAX) have volatilities of 7.22% and 6.91%, 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.