VPMCX vs. VTSMX
Compare and contrast key facts about Vanguard PRIMECAP Fund Investor Shares (VPMCX) and Vanguard Total Stock Market Index Fund Investor Shares (VTSMX).
VPMCX is managed by Vanguard. It was launched on Nov 1, 1984. VTSMX is managed by Vanguard.
Performance
VPMCX vs. VTSMX - Performance Comparison
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VPMCX vs. VTSMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VPMCX Vanguard PRIMECAP Fund Investor Shares | -5.88% | 29.60% | 13.23% | 28.16% | -15.22% | 21.64% | 17.16% | 27.78% | -1.99% | 28.17% |
VTSMX Vanguard Total Stock Market Index Fund Investor Shares | -6.76% | 16.63% | 22.76% | 26.38% | -19.60% | 25.59% | 20.87% | 30.63% | -5.27% | 21.05% |
Returns By Period
In the year-to-date period, VPMCX achieves a -5.88% return, which is significantly higher than VTSMX's -6.76% return. Over the past 10 years, VPMCX has outperformed VTSMX with an annualized return of 14.46%, while VTSMX has yielded a comparatively lower 13.09% annualized return.
VPMCX
- 1D
- -1.19%
- 1M
- -10.44%
- YTD
- -5.88%
- 6M
- 3.34%
- 1Y
- 23.27%
- 3Y*
- 18.29%
- 5Y*
- 10.65%
- 10Y*
- 14.46%
VTSMX
- 1D
- -0.47%
- 1M
- -7.71%
- YTD
- -6.76%
- 6M
- -4.51%
- 1Y
- 14.67%
- 3Y*
- 16.35%
- 5Y*
- 9.87%
- 10Y*
- 13.09%
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VPMCX vs. VTSMX - Expense Ratio Comparison
VPMCX has a 0.38% expense ratio, which is higher than VTSMX's 0.14% expense ratio.
Return for Risk
VPMCX vs. VTSMX — Risk / Return Rank
VPMCX
VTSMX
VPMCX vs. VTSMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard PRIMECAP Fund Investor Shares (VPMCX) and Vanguard Total Stock Market Index Fund Investor Shares (VTSMX). 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.
| VPMCX | VTSMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 0.83 | +0.32 |
Sortino ratioReturn per unit of downside risk | 1.69 | 1.29 | +0.40 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.19 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | 1.04 | +0.51 |
Martin ratioReturn relative to average drawdown | 6.73 | 5.04 | +1.68 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VPMCX | VTSMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 0.83 | +0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.57 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.71 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 0.56 | +0.21 |
Correlation
The correlation between VPMCX and VTSMX is 0.93, 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.
Dividends
VPMCX vs. VTSMX - Dividend Comparison
VPMCX's dividend yield for the trailing twelve months is around 17.38%, more than VTSMX's 1.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VPMCX Vanguard PRIMECAP Fund Investor Shares | 17.38% | 16.36% | 6.62% | 7.16% | 9.85% | 10.08% | 9.74% | 7.15% | 8.32% | 4.53% | 5.05% | 5.91% |
VTSMX Vanguard Total Stock Market Index Fund Investor Shares | 1.12% | 0.75% | 0.89% | 1.33% | 1.54% | 1.11% | 1.33% | 1.67% | 1.92% | 1.61% | 1.83% | 1.86% |
Drawdowns
VPMCX vs. VTSMX - Drawdown Comparison
The maximum VPMCX drawdown since its inception was -50.45%, smaller than the maximum VTSMX drawdown of -55.38%. Use the drawdown chart below to compare losses from any high point for VPMCX and VTSMX.
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Drawdown Indicators
| VPMCX | VTSMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.45% | -55.38% | +4.93% |
Max Drawdown (1Y)Largest decline over 1 year | -13.75% | -12.41% | -1.34% |
Max Drawdown (5Y)Largest decline over 5 years | -25.25% | -25.43% | +0.18% |
Max Drawdown (10Y)Largest decline over 10 years | -32.65% | -34.98% | +2.33% |
Current DrawdownCurrent decline from peak | -11.73% | -8.93% | -2.80% |
Average DrawdownAverage peak-to-trough decline | -7.43% | -8.94% | +1.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.16% | 2.56% | +0.60% |
Volatility
VPMCX vs. VTSMX - Volatility Comparison
Vanguard PRIMECAP Fund Investor Shares (VPMCX) has a higher volatility of 5.57% compared to Vanguard Total Stock Market Index Fund Investor Shares (VTSMX) at 4.39%. This indicates that VPMCX's price experiences larger fluctuations and is considered to be riskier than VTSMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VPMCX | VTSMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.57% | 4.39% | +1.18% |
Volatility (6M)Calculated over the trailing 6-month period | 11.74% | 9.33% | +2.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.55% | 18.42% | +2.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.96% | 17.33% | +0.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.04% | 18.37% | +0.67% |