VRGWX vs. MINIX
Compare and contrast key facts about Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX) and MFS International Intrinsic Value Fund Class I (MINIX).
VRGWX is managed by Vanguard. It was launched on Dec 6, 2010. MINIX is managed by MFS.
Performance
VRGWX vs. MINIX - Performance Comparison
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VRGWX vs. MINIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VRGWX Vanguard Russell 1000 Growth Index Fund Institutional Shares | -13.05% | 18.32% | 33.25% | 42.65% | -29.18% | 32.42% | 38.38% | 36.30% | -1.59% | 30.11% |
MINIX MFS International Intrinsic Value Fund Class I | -3.26% | 33.06% | 7.35% | 18.04% | -23.05% | 10.55% | 20.45% | 25.90% | -9.02% | 27.14% |
Returns By Period
In the year-to-date period, VRGWX achieves a -13.05% return, which is significantly lower than MINIX's -3.26% return. Over the past 10 years, VRGWX has outperformed MINIX with an annualized return of 16.66%, while MINIX has yielded a comparatively lower 9.57% annualized return.
VRGWX
- 1D
- -0.44%
- 1M
- -8.65%
- YTD
- -13.05%
- 6M
- -12.09%
- 1Y
- 14.45%
- 3Y*
- 19.59%
- 5Y*
- 12.69%
- 10Y*
- 16.66%
MINIX
- 1D
- 0.33%
- 1M
- -11.89%
- YTD
- -3.26%
- 6M
- 0.71%
- 1Y
- 18.67%
- 3Y*
- 14.36%
- 5Y*
- 7.15%
- 10Y*
- 9.57%
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VRGWX vs. MINIX - Expense Ratio Comparison
VRGWX has a 0.07% expense ratio, which is lower than MINIX's 0.72% expense ratio.
Return for Risk
VRGWX vs. MINIX — Risk / Return Rank
VRGWX
MINIX
VRGWX vs. MINIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX) and MFS International Intrinsic Value Fund Class I (MINIX). 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.
| VRGWX | MINIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.66 | 1.12 | -0.47 |
Sortino ratioReturn per unit of downside risk | 1.10 | 1.52 | -0.42 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.22 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.72 | 1.33 | -0.61 |
Martin ratioReturn relative to average drawdown | 2.50 | 5.28 | -2.78 |
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
| VRGWX | MINIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 1.12 | -0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.44 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.62 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 0.55 | +0.28 |
Correlation
The correlation between VRGWX and MINIX is 0.71, 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
VRGWX vs. MINIX - Dividend Comparison
VRGWX's dividend yield for the trailing twelve months is around 0.54%, less than MINIX's 8.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VRGWX Vanguard Russell 1000 Growth Index Fund Institutional Shares | 0.54% | 0.35% | 0.56% | 0.71% | 0.99% | 4.18% | 0.77% | 1.03% | 1.22% | 1.22% | 1.52% | 1.51% |
MINIX MFS International Intrinsic Value Fund Class I | 8.03% | 7.77% | 12.02% | 11.21% | 13.90% | 7.25% | 5.25% | 3.94% | 4.49% | 2.62% | 1.82% | 3.20% |
Drawdowns
VRGWX vs. MINIX - Drawdown Comparison
The maximum VRGWX drawdown since its inception was -32.70%, smaller than the maximum MINIX drawdown of -51.72%. Use the drawdown chart below to compare losses from any high point for VRGWX and MINIX.
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Drawdown Indicators
| VRGWX | MINIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.70% | -51.72% | +19.02% |
Max Drawdown (1Y)Largest decline over 1 year | -16.19% | -12.42% | -3.77% |
Max Drawdown (5Y)Largest decline over 5 years | -32.70% | -36.78% | +4.08% |
Max Drawdown (10Y)Largest decline over 10 years | -32.70% | -36.78% | +4.08% |
Current DrawdownCurrent decline from peak | -16.19% | -11.89% | -4.30% |
Average DrawdownAverage peak-to-trough decline | -4.89% | -8.64% | +3.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.63% | 3.13% | +1.50% |
Volatility
VRGWX vs. MINIX - Volatility Comparison
The current volatility for Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX) is 5.35%, while MFS International Intrinsic Value Fund Class I (MINIX) has a volatility of 5.98%. This indicates that VRGWX experiences smaller price fluctuations and is considered to be less risky than MINIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VRGWX | MINIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 5.98% | -0.63% |
Volatility (6M)Calculated over the trailing 6-month period | 11.80% | 10.11% | +1.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.31% | 15.74% | +6.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.60% | 16.45% | +5.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.08% | 15.52% | +5.56% |