VSEQX vs. VIMAX

In the year-to-date period, VSEQX achieves a -2.10% return, which is significantly lower than VIMAX's 2.85% return. Both investments have delivered pretty close results over the past 10 years, with VSEQX having a 9.23% annualized return and VIMAX not far ahead at 9.30%.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

VSEQX has a 0.17% expense ratio, which is higher than VIMAX's 0.05% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Strategic Equity Fund (VSEQX) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX). 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 VSEQX Sharpe Ratio is 0.35, which is lower than the VIMAX Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of VSEQX and VIMAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VSEQX's dividend yield for the trailing twelve months is around 11.61%, more than VIMAX's 1.52% yield.

The maximum VSEQX drawdown since its inception was -63.55%, which is greater than VIMAX's maximum drawdown of -58.88%. Use the drawdown chart below to compare losses from any high point for VSEQX and VIMAX.

Vanguard Strategic Equity Fund (VSEQX) has a higher volatility of 5.78% compared to Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) at 4.61%. This indicates that VSEQX's price experiences larger fluctuations and is considered to be riskier than VIMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.