VSMPX vs. TRLGX
Compare and contrast key facts about Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX) and T. Rowe Price Large-Cap Growth Fund (TRLGX).
VSMPX is managed by Vanguard. It was launched on Apr 28, 2015. TRLGX is managed by T. Rowe Price. It was launched on Oct 31, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSMPX or TRLGX.
Performance
VSMPX vs. TRLGX - Performance Comparison
Returns By Period
In the year-to-date period, VSMPX achieves a 24.76% return, which is significantly lower than TRLGX's 30.95% return.
VSMPX
24.76%
1.75%
12.50%
32.63%
14.96%
N/A
TRLGX
30.95%
2.35%
13.58%
33.80%
14.41%
11.36%
Key characteristics
| VSMPX | TRLGX | |
|---|---|---|
| Sharpe Ratio | 2.57 | 2.11 |
| Sortino Ratio | 3.44 | 2.82 |
| Omega Ratio | 1.47 | 1.39 |
| Calmar Ratio | 3.77 | 1.66 |
| Martin Ratio | 16.40 | 12.76 |
| Ulcer Index | 1.97% | 2.62% |
| Daily Std Dev | 12.54% | 15.81% |
| Max Drawdown | -34.97% | -56.16% |
| Current Drawdown | -1.50% | -1.63% |
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VSMPX vs. TRLGX - Expense Ratio Comparison
VSMPX has a 0.02% expense ratio, which is lower than TRLGX's 0.55% expense ratio.
Correlation
The correlation between VSMPX and TRLGX is 0.90, 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.
Risk-Adjusted Performance
VSMPX vs. TRLGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX) and T. Rowe Price Large-Cap Growth Fund (TRLGX). 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
VSMPX vs. TRLGX - Dividend Comparison
VSMPX's dividend yield for the trailing twelve months is around 1.27%, while TRLGX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSMPX Vanguard Total Stock Market Index Fund Institutional Plus Shares | 1.27% | 1.44% | 1.67% | 1.22% | 1.43% | 1.78% | 2.05% | 1.73% | 1.95% | 1.52% | 0.00% | 0.00% |
TRLGX T. Rowe Price Large-Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.41% | 0.28% | 0.24% | 0.24% | 0.03% | 0.07% | 0.04% |
Drawdowns
VSMPX vs. TRLGX - Drawdown Comparison
The maximum VSMPX drawdown since its inception was -34.97%, smaller than the maximum TRLGX drawdown of -56.16%. Use the drawdown chart below to compare losses from any high point for VSMPX and TRLGX. For additional features, visit the drawdowns tool.
Volatility
VSMPX vs. TRLGX - Volatility Comparison
The current volatility for Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX) is 4.25%, while T. Rowe Price Large-Cap Growth Fund (TRLGX) has a volatility of 5.16%. This indicates that VSMPX experiences smaller price fluctuations and is considered to be less risky than TRLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.