VRGWX vs. VWUAX

In the year-to-date period, VRGWX achieves a -0.29% return, which is significantly lower than VWUAX's 1.41% return. Over the past 10 years, VRGWX has outperformed VWUAX with an annualized return of 15.98%, while VWUAX has yielded a comparatively lower 8.93% annualized return.

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VRGWX has a 0.07% expense ratio, which is lower than VWUAX's 0.28% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX) and Vanguard U.S. Growth Fund Admiral Shares (VWUAX). 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.

The current VRGWX Sharpe Ratio is 0.70, which is higher than the VWUAX Sharpe Ratio of 0.51. The chart below compares the historical Sharpe Ratios of VRGWX and VWUAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VRGWX's dividend yield for the trailing twelve months is around 0.55%, less than VWUAX's 4.64% yield.

The maximum VRGWX drawdown since its inception was -32.70%, smaller than the maximum VWUAX drawdown of -51.75%. Use the drawdown chart below to compare losses from any high point for VRGWX and VWUAX.

Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX) and Vanguard U.S. Growth Fund Admiral Shares (VWUAX) have volatilities of 5.87% and 6.09%, 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.