VRTGX vs. VPMCX

In the year-to-date period, VRTGX achieves a -5.99% return, which is significantly lower than VPMCX's 1.31% return. Over the past 10 years, VRTGX has underperformed VPMCX with an annualized return of 6.76%, while VPMCX has yielded a comparatively higher 12.21% annualized return.

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VRTGX has a 0.08% expense ratio, which is lower than VPMCX's 0.38% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Russell 2000 Growth Index Fund Institutional Shares (VRTGX) and Vanguard PRIMECAP Fund Investor Shares (VPMCX). 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 VRTGX Sharpe Ratio is 0.15, which is lower than the VPMCX Sharpe Ratio of 0.21. The chart below compares the historical Sharpe Ratios of VRTGX and VPMCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VRTGX's dividend yield for the trailing twelve months is around 0.63%, less than VPMCX's 6.54% yield.

The maximum VRTGX drawdown since its inception was -41.93%, smaller than the maximum VPMCX drawdown of -83.41%. Use the drawdown chart below to compare losses from any high point for VRTGX and VPMCX.

Vanguard Russell 2000 Growth Index Fund Institutional Shares (VRTGX) has a higher volatility of 6.77% compared to Vanguard PRIMECAP Fund Investor Shares (VPMCX) at 5.95%. This indicates that VRTGX's price experiences larger fluctuations and is considered to be riskier than VPMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.