VSCPX vs. VPMAX
Compare and contrast key facts about Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX) and Vanguard PRIMECAP Fund Admiral Shares (VPMAX).
VSCPX is managed by Vanguard. It was launched on Dec 17, 2010. VPMAX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSCPX or VPMAX.
Correlation
The correlation between VSCPX and VPMAX is 0.86, 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
VSCPX vs. VPMAX - Performance Comparison
Key characteristics
VSCPX:
1.19
VPMAX:
1.27
VSCPX:
1.73
VPMAX:
1.77
VSCPX:
1.21
VPMAX:
1.23
VSCPX:
2.31
VPMAX:
1.45
VSCPX:
5.28
VPMAX:
5.41
VSCPX:
3.72%
VPMAX:
3.30%
VSCPX:
16.41%
VPMAX:
14.07%
VSCPX:
-41.81%
VPMAX:
-55.03%
VSCPX:
-4.71%
VPMAX:
0.00%
Returns By Period
In the year-to-date period, VSCPX achieves a 3.21% return, which is significantly lower than VPMAX's 6.25% return. Over the past 10 years, VSCPX has underperformed VPMAX with an annualized return of 9.08%, while VPMAX has yielded a comparatively higher 9.97% annualized return.
VSCPX
3.21%
-0.16%
9.24%
16.33%
9.47%
9.08%
VPMAX
6.25%
3.15%
4.86%
16.35%
12.50%
9.97%
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VSCPX vs. VPMAX - Expense Ratio Comparison
VSCPX has a 0.03% expense ratio, which is lower than VPMAX's 0.31% expense ratio.
Risk-Adjusted Performance
VSCPX vs. VPMAX — Risk-Adjusted Performance Rank
VSCPX
VPMAX
VSCPX vs. VPMAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX) and Vanguard PRIMECAP Fund Admiral Shares (VPMAX). 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
VSCPX vs. VPMAX - Dividend Comparison
VSCPX's dividend yield for the trailing twelve months is around 1.28%, more than VPMAX's 0.98% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSCPX Vanguard Small-Cap Index Fund Institutional Plus Shares | 1.28% | 1.32% | 1.57% | 1.56% | 1.26% | 1.16% | 1.41% | 1.69% | 1.37% | 1.52% | 1.51% | 1.46% |
VPMAX Vanguard PRIMECAP Fund Admiral Shares | 0.98% | 1.04% | 1.17% | 1.31% | 0.79% | 1.12% | 1.29% | 1.36% | 1.08% | 1.37% | 1.20% | 1.32% |
Drawdowns
VSCPX vs. VPMAX - Drawdown Comparison
The maximum VSCPX drawdown since its inception was -41.81%, smaller than the maximum VPMAX drawdown of -55.03%. Use the drawdown chart below to compare losses from any high point for VSCPX and VPMAX. For additional features, visit the drawdowns tool.
Volatility
VSCPX vs. VPMAX - Volatility Comparison
Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX) has a higher volatility of 3.71% compared to Vanguard PRIMECAP Fund Admiral Shares (VPMAX) at 3.27%. This indicates that VSCPX's price experiences larger fluctuations and is considered to be riskier than VPMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.