VSGAX vs. PRFDX

In the year-to-date period, VSGAX achieves a -5.38% return, which is significantly lower than PRFDX's 3.25% return. Over the past 10 years, VSGAX has underperformed PRFDX with an annualized return of 7.73%, while PRFDX has yielded a comparatively higher 8.66% annualized return.

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VSGAX has a 0.07% expense ratio, which is lower than PRFDX's 0.63% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX) and T. Rowe Price Equity Income Fund (PRFDX). 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 VSGAX Sharpe Ratio is 0.27, which is lower than the PRFDX Sharpe Ratio of 0.50. The chart below compares the historical Sharpe Ratios of VSGAX and PRFDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VSGAX's dividend yield for the trailing twelve months is around 0.57%, less than PRFDX's 8.57% yield.

The maximum VSGAX drawdown since its inception was -38.70%, smaller than the maximum PRFDX drawdown of -58.12%. Use the drawdown chart below to compare losses from any high point for VSGAX and PRFDX.

Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX) has a higher volatility of 6.39% compared to T. Rowe Price Equity Income Fund (PRFDX) at 4.33%. This indicates that VSGAX's price experiences larger fluctuations and is considered to be riskier than PRFDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.