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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VRGWX or MINIX.
Key characteristics
| VRGWX | MINIX | |
|---|---|---|
| YTD Return | 32.12% | 11.47% |
| 1Y Return | 45.16% | 21.81% |
| 3Y Return (Ann) | 10.37% | 0.48% |
| 5Y Return (Ann) | 20.11% | 7.04% |
| 10Y Return (Ann) | 16.77% | 8.30% |
| Sharpe Ratio | 2.57 | 1.72 |
| Sortino Ratio | 3.25 | 2.40 |
| Omega Ratio | 1.47 | 1.30 |
| Calmar Ratio | 3.34 | 1.30 |
| Martin Ratio | 13.24 | 9.69 |
| Ulcer Index | 3.31% | 2.31% |
| Daily Std Dev | 17.08% | 13.01% |
| Max Drawdown | -32.70% | -48.89% |
| Current Drawdown | 0.00% | -5.19% |
Correlation
The correlation between VRGWX and MINIX is 0.72, 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
VRGWX vs. MINIX - Performance Comparison
In the year-to-date period, VRGWX achieves a 32.12% return, which is significantly higher than MINIX's 11.47% return. Over the past 10 years, VRGWX has outperformed MINIX with an annualized return of 16.77%, while MINIX has yielded a comparatively lower 8.30% 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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VRGWX vs. MINIX - Expense Ratio Comparison
VRGWX has a 0.07% expense ratio, which is lower than MINIX's 0.72% expense ratio.
Risk-Adjusted Performance
VRGWX vs. MINIX - Risk-Adjusted Performance 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.
Dividends
VRGWX vs. MINIX - Dividend Comparison
VRGWX's dividend yield for the trailing twelve months is around 0.59%, less than MINIX's 1.75% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VRGWX Vanguard Russell 1000 Growth Index Fund Institutional Shares | 0.59% | 0.71% | 0.99% | 0.59% | 0.77% | 1.03% | 1.22% | 1.22% | 1.52% | 1.51% | 1.46% | 1.33% |
MINIX MFS International Intrinsic Value Fund Class I | 1.75% | 1.95% | 1.06% | 0.80% | 0.62% | 1.02% | 1.59% | 1.60% | 1.72% | 1.49% | 5.59% | 3.90% |
Drawdowns
VRGWX vs. MINIX - Drawdown Comparison
The maximum VRGWX drawdown since its inception was -32.70%, smaller than the maximum MINIX drawdown of -48.89%. Use the drawdown chart below to compare losses from any high point for VRGWX and MINIX. For additional features, visit the drawdowns tool.
Volatility
VRGWX vs. MINIX - Volatility Comparison
Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX) has a higher volatility of 5.10% compared to MFS International Intrinsic Value Fund Class I (MINIX) at 3.68%. This indicates that VRGWX's price experiences larger fluctuations and is considered to be riskier than MINIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.