VSGNX vs. VIMAX
Compare and contrast key facts about Vanguard S&P Small-Cap 600 Growth Index Fund Institutional Shares (VSGNX) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX).
VSGNX is managed by Vanguard. It was launched on Sep 9, 2010. VIMAX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSGNX or VIMAX.
Correlation
The correlation between VSGNX and VIMAX is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
VSGNX vs. VIMAX - Performance Comparison
Key characteristics
Returns By Period
VSGNX
N/A
N/A
N/A
N/A
N/A
N/A
VIMAX
4.46%
-0.63%
9.67%
19.18%
10.10%
9.59%
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VSGNX vs. VIMAX - Expense Ratio Comparison
VSGNX has a 0.08% 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%.
Risk-Adjusted Performance
VSGNX vs. VIMAX — Risk-Adjusted Performance Rank
VSGNX
VIMAX
VSGNX vs. VIMAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P Small-Cap 600 Growth Index Fund Institutional Shares (VSGNX) 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.
Dividends
VSGNX vs. VIMAX - Dividend Comparison
VSGNX has not paid dividends to shareholders, while VIMAX's dividend yield for the trailing twelve months is around 1.42%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSGNX Vanguard S&P Small-Cap 600 Growth Index Fund Institutional Shares | 0.04% | 0.04% | 0.25% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | 1.42% | 1.48% | 1.51% | 1.59% | 1.11% | 1.44% | 1.47% | 1.82% | 1.35% | 1.45% | 1.47% | 1.29% |
Drawdowns
VSGNX vs. VIMAX - Drawdown Comparison
Volatility
VSGNX vs. VIMAX - Volatility Comparison
The current volatility for Vanguard S&P Small-Cap 600 Growth Index Fund Institutional Shares (VSGNX) is 0.00%, while Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) has a volatility of 2.48%. This indicates that VSGNX experiences smaller price fluctuations and is considered to be less risky than VIMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.