VMVLX vs. VIMAX
Compare and contrast key facts about Vanguard Mega Cap Value Index Fund Institutional Shares (VMVLX) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX).
VMVLX is managed by Vanguard. It was launched on Mar 5, 2008. VIMAX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VMVLX or VIMAX.
Correlation
The correlation between VMVLX and VIMAX is 0.88, 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
VMVLX vs. VIMAX - Performance Comparison
Key characteristics
VMVLX:
1.66
VIMAX:
1.31
VMVLX:
2.36
VIMAX:
1.81
VMVLX:
1.30
VIMAX:
1.23
VMVLX:
2.57
VIMAX:
1.60
VMVLX:
10.00
VIMAX:
7.67
VMVLX:
1.71%
VIMAX:
2.14%
VMVLX:
10.25%
VIMAX:
12.60%
VMVLX:
-56.30%
VIMAX:
-58.88%
VMVLX:
-6.65%
VIMAX:
-7.05%
Returns By Period
In the year-to-date period, VMVLX achieves a 15.95% return, which is significantly higher than VIMAX's 14.96% return. Over the past 10 years, VMVLX has outperformed VIMAX with an annualized return of 10.19%, while VIMAX has yielded a comparatively lower 9.52% annualized return.
VMVLX
15.95%
-4.30%
5.27%
16.30%
10.08%
10.19%
VIMAX
14.96%
-3.42%
9.11%
15.50%
9.88%
9.52%
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VMVLX vs. VIMAX - Expense Ratio Comparison
VMVLX has a 0.06% expense ratio, which is higher than VIMAX's 0.05% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VMVLX vs. VIMAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mega Cap Value Index Fund Institutional Shares (VMVLX) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX). 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
VMVLX vs. VIMAX - Dividend Comparison
VMVLX's dividend yield for the trailing twelve months is around 2.36%, more than VIMAX's 1.52% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VMVLX Vanguard Mega Cap Value Index Fund Institutional Shares | 1.74% | 2.48% | 2.46% | 2.18% | 2.47% | 2.70% | 2.66% | 2.36% | 2.53% | 2.62% | 2.29% | 2.32% |
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | 1.07% | 1.51% | 1.59% | 1.11% | 1.44% | 1.47% | 1.82% | 1.35% | 1.45% | 1.47% | 1.29% | 1.17% |
Drawdowns
VMVLX vs. VIMAX - Drawdown Comparison
The maximum VMVLX drawdown since its inception was -56.30%, roughly equal to the maximum VIMAX drawdown of -58.88%. Use the drawdown chart below to compare losses from any high point for VMVLX and VIMAX. For additional features, visit the drawdowns tool.
Volatility
VMVLX vs. VIMAX - Volatility Comparison
The current volatility for Vanguard Mega Cap Value Index Fund Institutional Shares (VMVLX) is 3.26%, while Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) has a volatility of 4.39%. This indicates that VMVLX experiences smaller price fluctuations and is considered to be less risky than VIMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.