VSEQX vs. KMVAX
Compare and contrast key facts about Vanguard Strategic Equity Fund (VSEQX) and Kirr Marbach Partners Value Fund (KMVAX).
VSEQX is managed by Vanguard. It was launched on Aug 14, 1995. KMVAX is managed by Kirr Marbach Partners. It was launched on Dec 31, 1998.
Performance
VSEQX vs. KMVAX - Performance Comparison
Loading graphics...
VSEQX vs. KMVAX - 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% |
KMVAX Kirr Marbach Partners Value Fund | 1.97% | 14.44% | 27.82% | 20.42% | -16.01% | 28.83% | 2.96% | 27.03% | -19.72% | 16.12% |
Returns By Period
In the year-to-date period, VSEQX achieves a 1.73% return, which is significantly lower than KMVAX's 1.97% return. Over the past 10 years, VSEQX has outperformed KMVAX with an annualized return of 11.81%, while KMVAX has yielded a comparatively lower 10.26% 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%
KMVAX
- 1D
- 3.26%
- 1M
- -6.04%
- YTD
- 1.97%
- 6M
- -2.72%
- 1Y
- 23.05%
- 3Y*
- 18.99%
- 5Y*
- 11.56%
- 10Y*
- 10.26%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VSEQX vs. KMVAX - Expense Ratio Comparison
VSEQX has a 0.17% expense ratio, which is lower than KMVAX's 1.45% expense ratio.
Return for Risk
VSEQX vs. KMVAX — Risk / Return Rank
VSEQX
KMVAX
VSEQX vs. KMVAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Strategic Equity Fund (VSEQX) and Kirr Marbach Partners Value Fund (KMVAX). 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 | KMVAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 1.20 | +0.02 |
Sortino ratioReturn per unit of downside risk | 1.79 | 1.79 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.25 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.79 | 2.17 | -0.38 |
Martin ratioReturn relative to average drawdown | 8.54 | 6.23 | +2.31 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| VSEQX | KMVAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 1.20 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.63 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.51 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.40 | +0.08 |
Correlation
The correlation between VSEQX and KMVAX is 0.92, 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. KMVAX - Dividend Comparison
VSEQX's dividend yield for the trailing twelve months is around 10.97%, more than KMVAX's 5.19% 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% |
KMVAX Kirr Marbach Partners Value Fund | 5.19% | 5.30% | 7.58% | 3.35% | 3.57% | 3.72% | 1.35% | 2.11% | 9.38% | 6.87% | 5.64% | 0.34% |
Drawdowns
VSEQX vs. KMVAX - Drawdown Comparison
The maximum VSEQX drawdown since its inception was -63.55%, roughly equal to the maximum KMVAX drawdown of -65.81%. Use the drawdown chart below to compare losses from any high point for VSEQX and KMVAX.
Loading graphics...
Drawdown Indicators
| VSEQX | KMVAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.55% | -65.81% | +2.26% |
Max Drawdown (1Y)Largest decline over 1 year | -14.30% | -11.33% | -2.97% |
Max Drawdown (5Y)Largest decline over 5 years | -24.73% | -24.84% | +0.11% |
Max Drawdown (10Y)Largest decline over 10 years | -44.08% | -45.41% | +1.33% |
Current DrawdownCurrent decline from peak | -4.96% | -6.82% | +1.86% |
Average DrawdownAverage peak-to-trough decline | -9.11% | -10.04% | +0.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.00% | 3.95% | -0.95% |
Volatility
VSEQX vs. KMVAX - Volatility Comparison
The current volatility for Vanguard Strategic Equity Fund (VSEQX) is 6.00%, while Kirr Marbach Partners Value Fund (KMVAX) has a volatility of 6.55%. This indicates that VSEQX experiences smaller price fluctuations and is considered to be less risky than KMVAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| VSEQX | KMVAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.00% | 6.55% | -0.55% |
Volatility (6M)Calculated over the trailing 6-month period | 11.71% | 12.31% | -0.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.91% | 20.21% | +0.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.00% | 18.30% | +1.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.42% | 20.10% | +1.32% |