VRTGX vs. VPMCX
Compare and contrast key facts about Vanguard Russell 2000 Growth Index Fund Institutional Shares (VRTGX) and Vanguard PRIMECAP Fund Investor Shares (VPMCX).
VRTGX is managed by Vanguard. It was launched on May 25, 2011. VPMCX is managed by Vanguard. It was launched on Nov 1, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VRTGX or VPMCX.
Correlation
The correlation between VRTGX and VPMCX is 0.84, 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
VRTGX vs. VPMCX - Performance Comparison
Key characteristics
VRTGX:
0.70
VPMCX:
0.74
VRTGX:
1.11
VPMCX:
1.00
VRTGX:
1.13
VPMCX:
1.16
VRTGX:
0.57
VPMCX:
0.86
VRTGX:
3.12
VPMCX:
2.76
VRTGX:
4.62%
VPMCX:
4.28%
VRTGX:
20.47%
VPMCX:
15.99%
VRTGX:
-41.93%
VPMCX:
-83.41%
VRTGX:
-9.86%
VPMCX:
-2.89%
Returns By Period
In the year-to-date period, VRTGX achieves a 2.01% return, which is significantly lower than VPMCX's 7.76% return. Over the past 10 years, VRTGX has outperformed VPMCX with an annualized return of 7.98%, while VPMCX has yielded a comparatively lower 6.06% annualized return.
VRTGX
2.01%
-2.68%
8.02%
17.22%
6.61%
7.98%
VPMCX
7.76%
3.01%
1.00%
12.48%
4.96%
6.06%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VRTGX vs. VPMCX - Expense Ratio Comparison
VRTGX has a 0.08% expense ratio, which is lower than VPMCX's 0.38% expense ratio.
Risk-Adjusted Performance
VRTGX vs. VPMCX — Risk-Adjusted Performance Rank
VRTGX
VPMCX
VRTGX vs. VPMCX - Risk-Adjusted Performance Comparison
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.
Dividends
VRTGX vs. VPMCX - Dividend Comparison
VRTGX's dividend yield for the trailing twelve months is around 0.60%, less than VPMCX's 0.90% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VRTGX Vanguard Russell 2000 Growth Index Fund Institutional Shares | 0.60% | 0.62% | 0.85% | 0.78% | 0.61% | 0.53% | 0.77% | 0.85% | 0.75% | 1.07% | 0.84% | 0.74% |
VPMCX Vanguard PRIMECAP Fund Investor Shares | 0.90% | 0.97% | 1.10% | 1.23% | 0.70% | 1.04% | 1.21% | 1.26% | 1.09% | 1.29% | 1.12% | 1.13% |
Drawdowns
VRTGX vs. VPMCX - Drawdown Comparison
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. For additional features, visit the drawdowns tool.
Volatility
VRTGX vs. VPMCX - Volatility Comparison
Vanguard Russell 2000 Growth Index Fund Institutional Shares (VRTGX) has a higher volatility of 4.44% compared to Vanguard PRIMECAP Fund Investor Shares (VPMCX) at 3.01%. 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.