VRGWX vs. VMGAX
Compare and contrast key facts about Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX) and Vanguard Mega Cap Growth Index Fund Institutional Shares (VMGAX).
VRGWX is managed by Vanguard. It was launched on Dec 6, 2010. VMGAX is managed by Vanguard. It was launched on Apr 3, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VRGWX or VMGAX.
Performance
VRGWX vs. VMGAX - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with VRGWX having a 30.45% return and VMGAX slightly lower at 29.96%. Both investments have delivered pretty close results over the past 10 years, with VRGWX having a 16.46% annualized return and VMGAX not far behind at 16.32%.
VRGWX
30.45%
2.76%
14.25%
36.23%
19.55%
16.46%
VMGAX
29.96%
2.48%
14.48%
34.75%
20.10%
16.32%
Key characteristics
| VRGWX | VMGAX | |
|---|---|---|
| Sharpe Ratio | 2.21 | 2.09 |
| Sortino Ratio | 2.83 | 2.73 |
| Omega Ratio | 1.41 | 1.38 |
| Calmar Ratio | 2.87 | 2.68 |
| Martin Ratio | 11.34 | 10.18 |
| Ulcer Index | 3.32% | 3.57% |
| Daily Std Dev | 17.04% | 17.35% |
| Max Drawdown | -32.70% | -48.61% |
| Current Drawdown | -1.31% | -1.29% |
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VRGWX vs. VMGAX - Expense Ratio Comparison
VRGWX has a 0.07% expense ratio, which is higher than VMGAX's 0.06% 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%.
Correlation
The correlation between VRGWX and VMGAX is 0.99, 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.
Risk-Adjusted Performance
VRGWX vs. VMGAX - 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 Vanguard Mega Cap Growth Index Fund Institutional Shares (VMGAX). 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. VMGAX - Dividend Comparison
VRGWX's dividend yield for the trailing twelve months is around 0.60%, more than VMGAX's 0.43% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VRGWX Vanguard Russell 1000 Growth Index Fund Institutional Shares | 0.60% | 0.71% | 0.99% | 0.59% | 0.77% | 1.03% | 1.22% | 1.22% | 1.52% | 1.51% | 1.46% | 1.33% |
VMGAX Vanguard Mega Cap Growth Index Fund Institutional Shares | 0.43% | 0.51% | 0.71% | 0.42% | 0.65% | 0.86% | 1.13% | 1.23% | 1.53% | 1.44% | 1.25% | 1.31% |
Drawdowns
VRGWX vs. VMGAX - Drawdown Comparison
The maximum VRGWX drawdown since its inception was -32.70%, smaller than the maximum VMGAX drawdown of -48.61%. Use the drawdown chart below to compare losses from any high point for VRGWX and VMGAX. For additional features, visit the drawdowns tool.
Volatility
VRGWX vs. VMGAX - Volatility Comparison
Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX) and Vanguard Mega Cap Growth Index Fund Institutional Shares (VMGAX) have volatilities of 5.58% and 5.61%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.