VSEQX vs. FGSIX
Compare and contrast key facts about Vanguard Strategic Equity Fund (VSEQX) and Federated MDT Mid Cap Growth Fund Institutional Shares (FGSIX).
VSEQX is managed by Vanguard. It was launched on Aug 14, 1995. FGSIX is an actively managed fund by Federated. It was launched on Aug 23, 1984.
Performance
VSEQX vs. FGSIX - Performance Comparison
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VSEQX vs. FGSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VSEQX Vanguard Strategic Equity Fund | 1.73% | 15.32% | 16.67% | 19.31% | -11.90% | 30.83% | 10.26% | 26.76% | -11.86% | 12.36% |
FGSIX Federated MDT Mid Cap Growth Fund Institutional Shares | -6.48% | 10.87% | 33.37% | 27.44% | -24.39% | 22.77% | 35.86% | 28.34% | -3.00% | 24.70% |
Returns By Period
In the year-to-date period, VSEQX achieves a 1.73% return, which is significantly higher than FGSIX's -6.48% return. Over the past 10 years, VSEQX has underperformed FGSIX with an annualized return of 11.81%, while FGSIX has yielded a comparatively higher 14.20% annualized return.
VSEQX
- 1D
- 2.86%
- 1M
- -4.48%
- YTD
- 1.73%
- 6M
- 4.20%
- 1Y
- 24.89%
- 3Y*
- 16.51%
- 5Y*
- 10.14%
- 10Y*
- 11.81%
FGSIX
- 1D
- 3.31%
- 1M
- -5.13%
- YTD
- -6.48%
- 6M
- -8.37%
- 1Y
- 12.06%
- 3Y*
- 17.11%
- 5Y*
- 9.93%
- 10Y*
- 14.20%
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VSEQX vs. FGSIX - Expense Ratio Comparison
VSEQX has a 0.17% expense ratio, which is lower than FGSIX's 0.85% expense ratio.
Return for Risk
VSEQX vs. FGSIX — Risk / Return Rank
VSEQX
FGSIX
VSEQX vs. FGSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Strategic Equity Fund (VSEQX) and Federated MDT Mid Cap Growth Fund Institutional Shares (FGSIX). 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.
| VSEQX | FGSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 0.59 | +0.63 |
Sortino ratioReturn per unit of downside risk | 1.79 | 1.00 | +0.79 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.15 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.79 | 0.70 | +1.09 |
Martin ratioReturn relative to average drawdown | 8.54 | 2.20 | +6.34 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VSEQX | FGSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 0.59 | +0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.45 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.64 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.63 | -0.15 |
Correlation
The correlation between VSEQX and FGSIX is 0.85, 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.
Dividends
VSEQX vs. FGSIX - Dividend Comparison
VSEQX's dividend yield for the trailing twelve months is around 10.97%, more than FGSIX's 4.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSEQX Vanguard Strategic Equity Fund | 10.97% | 11.16% | 11.36% | 6.11% | 11.77% | 21.36% | 1.77% | 2.92% | 10.34% | 7.05% | 3.13% | 12.28% |
FGSIX Federated MDT Mid Cap Growth Fund Institutional Shares | 4.88% | 4.56% | 4.02% | 0.00% | 2.17% | 24.31% | 6.77% | 7.83% | 14.02% | 13.59% | 1.11% | 24.86% |
Drawdowns
VSEQX vs. FGSIX - Drawdown Comparison
The maximum VSEQX drawdown since its inception was -63.55%, which is greater than FGSIX's maximum drawdown of -37.16%. Use the drawdown chart below to compare losses from any high point for VSEQX and FGSIX.
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Drawdown Indicators
| VSEQX | FGSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.55% | -37.16% | -26.39% |
Max Drawdown (1Y)Largest decline over 1 year | -14.30% | -13.36% | -0.94% |
Max Drawdown (5Y)Largest decline over 5 years | -24.73% | -35.67% | +10.94% |
Max Drawdown (10Y)Largest decline over 10 years | -44.08% | -37.16% | -6.92% |
Current DrawdownCurrent decline from peak | -4.96% | -10.49% | +5.53% |
Average DrawdownAverage peak-to-trough decline | -9.11% | -7.08% | -2.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.00% | 4.25% | -1.25% |
Volatility
VSEQX vs. FGSIX - Volatility Comparison
The current volatility for Vanguard Strategic Equity Fund (VSEQX) is 6.00%, while Federated MDT Mid Cap Growth Fund Institutional Shares (FGSIX) has a volatility of 6.51%. This indicates that VSEQX experiences smaller price fluctuations and is considered to be less risky than FGSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VSEQX | FGSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.00% | 6.51% | -0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 11.71% | 14.00% | -2.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.91% | 20.51% | +0.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.00% | 22.42% | -2.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.42% | 22.30% | -0.88% |