VRNIX vs. VRGWX

In the year-to-date period, VRNIX achieves a -0.87% return, which is significantly higher than VRGWX's -2.54% return. Over the past 10 years, VRNIX has underperformed VRGWX with an annualized return of 12.31%, while VRGWX has yielded a comparatively higher 15.75% annualized return.

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Both VRNIX and VRGWX have an expense ratio of 0.07%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Russell 1000 Index Fund Institutional Shares (VRNIX) and Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX). 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 VRNIX Sharpe Ratio is 0.59, which is comparable to the VRGWX Sharpe Ratio of 0.57. The chart below compares the historical Sharpe Ratios of VRNIX and VRGWX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VRNIX's dividend yield for the trailing twelve months is around 1.25%, more than VRGWX's 0.56% yield.

The maximum VRNIX drawdown since its inception was -34.57%, which is greater than VRGWX's maximum drawdown of -32.70%. Use the drawdown chart below to compare losses from any high point for VRNIX and VRGWX.

The current volatility for Vanguard Russell 1000 Index Fund Institutional Shares (VRNIX) is 4.49%, while Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX) has a volatility of 5.57%. This indicates that VRNIX experiences smaller price fluctuations and is considered to be less risky than VRGWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.