VPCCX vs. VGHAX
Compare and contrast key facts about Vanguard PRIMECAP Core Fund (VPCCX) and Vanguard Health Care Fund Admiral Shares (VGHAX).
VPCCX is managed by Vanguard. It was launched on Dec 9, 2004. VGHAX 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: VPCCX or VGHAX.
Key characteristics
| VPCCX | VGHAX | |
|---|---|---|
| YTD Return | 16.57% | 2.28% |
| 1Y Return | 25.15% | 6.88% |
| 3Y Return (Ann) | 7.89% | -2.89% |
| 5Y Return (Ann) | 12.70% | 1.26% |
| 10Y Return (Ann) | 12.08% | 0.51% |
| Sharpe Ratio | 1.81 | 0.72 |
| Sortino Ratio | 2.59 | 1.06 |
| Omega Ratio | 1.36 | 1.13 |
| Calmar Ratio | 2.47 | 0.49 |
| Martin Ratio | 8.99 | 2.27 |
| Ulcer Index | 3.10% | 3.69% |
| Daily Std Dev | 15.44% | 11.59% |
| Max Drawdown | -47.53% | -45.79% |
| Current Drawdown | -1.36% | -11.19% |
Correlation
The correlation between VPCCX and VGHAX is 0.78, 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
VPCCX vs. VGHAX - Performance Comparison
In the year-to-date period, VPCCX achieves a 16.57% return, which is significantly higher than VGHAX's 2.28% return. Over the past 10 years, VPCCX has outperformed VGHAX with an annualized return of 12.08%, while VGHAX has yielded a comparatively lower 0.51% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VPCCX vs. VGHAX - Expense Ratio Comparison
VPCCX has a 0.46% expense ratio, which is higher than VGHAX's 0.25% expense ratio.
Risk-Adjusted Performance
VPCCX vs. VGHAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard PRIMECAP Core Fund (VPCCX) and Vanguard Health Care Fund Admiral Shares (VGHAX). 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
VPCCX vs. VGHAX - Dividend Comparison
VPCCX's dividend yield for the trailing twelve months is around 1.08%, more than VGHAX's 0.89% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VPCCX Vanguard PRIMECAP Core Fund | 1.08% | 1.25% | 1.34% | 0.70% | 1.23% | 1.39% | 1.38% | 1.07% | 1.25% | 1.17% | 1.25% | 0.92% |
VGHAX Vanguard Health Care Fund Admiral Shares | 0.89% | 0.89% | 0.83% | 0.91% | 0.93% | 1.22% | 1.28% | 1.06% | 1.06% | 1.24% | 1.05% | 1.32% |
Drawdowns
VPCCX vs. VGHAX - Drawdown Comparison
The maximum VPCCX drawdown since its inception was -47.53%, roughly equal to the maximum VGHAX drawdown of -45.79%. Use the drawdown chart below to compare losses from any high point for VPCCX and VGHAX. For additional features, visit the drawdowns tool.
Volatility
VPCCX vs. VGHAX - Volatility Comparison
Vanguard PRIMECAP Core Fund (VPCCX) has a higher volatility of 3.71% compared to Vanguard Health Care Fund Admiral Shares (VGHAX) at 2.94%. This indicates that VPCCX's price experiences larger fluctuations and is considered to be riskier than VGHAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.