Correlation
The correlation between VSGIX and VLXVX 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.
VSGIX vs. VLXVX
Compare and contrast key facts about Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX) and Vanguard Target Retirement 2065 Fund (VLXVX).
VSGIX is managed by Vanguard. It was launched on May 24, 2000. VLXVX is managed by Vanguard. It was launched on Jul 12, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSGIX or VLXVX.
Performance
VSGIX vs. VLXVX - Performance Comparison
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Key characteristics
VSGIX:
0.20
VLXVX:
0.73
VSGIX:
0.34
VLXVX:
1.00
VSGIX:
1.04
VLXVX:
1.14
VSGIX:
0.10
VLXVX:
0.68
VSGIX:
0.31
VLXVX:
3.01
VSGIX:
9.07%
VLXVX:
3.29%
VSGIX:
24.96%
VLXVX:
15.40%
VSGIX:
-58.66%
VLXVX:
-31.42%
VSGIX:
-13.78%
VLXVX:
-1.46%
Returns By Period
In the year-to-date period, VSGIX achieves a -6.50% return, which is significantly lower than VLXVX's 4.19% return.
VSGIX
-6.50%
6.05%
-11.93%
3.83%
9.62%
7.35%
7.67%
VLXVX
4.19%
5.13%
2.43%
10.47%
11.92%
12.31%
N/A
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VSGIX vs. VLXVX - Expense Ratio Comparison
VSGIX has a 0.06% expense ratio, which is lower than VLXVX's 0.08% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VSGIX vs. VLXVX — Risk-Adjusted Performance Rank
VSGIX
VLXVX
VSGIX vs. VLXVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX) and Vanguard Target Retirement 2065 Fund (VLXVX). 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.
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Dividends
VSGIX vs. VLXVX - Dividend Comparison
VSGIX's dividend yield for the trailing twelve months is around 0.58%, less than VLXVX's 2.02% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSGIX Vanguard Small-Cap Growth Index Fund Institutional Shares | 0.58% | 0.55% | 0.69% | 0.56% | 0.37% | 0.45% | 0.58% | 0.80% | 0.82% | 1.09% | 0.98% | 1.02% |
VLXVX Vanguard Target Retirement 2065 Fund | 2.02% | 2.11% | 2.06% | 2.00% | 1.93% | 1.60% | 1.90% | 1.85% | 0.78% | 0.00% | 0.00% | 0.00% |
Drawdowns
VSGIX vs. VLXVX - Drawdown Comparison
The maximum VSGIX drawdown since its inception was -58.66%, which is greater than VLXVX's maximum drawdown of -31.42%. Use the drawdown chart below to compare losses from any high point for VSGIX and VLXVX.
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Volatility
VSGIX vs. VLXVX - Volatility Comparison
Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX) has a higher volatility of 6.01% compared to Vanguard Target Retirement 2065 Fund (VLXVX) at 2.97%. This indicates that VSGIX's price experiences larger fluctuations and is considered to be riskier than VLXVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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