VSTCX vs. VPMAX
Compare and contrast key facts about Vanguard Strategic Small-Cap Equity Fund (VSTCX) and Vanguard PRIMECAP Fund Admiral Shares (VPMAX).
VSTCX is managed by Vanguard. It was launched on Apr 24, 2006. VPMAX 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: VSTCX or VPMAX.
Key characteristics
| VSTCX | VPMAX | |
|---|---|---|
| YTD Return | 7.40% | 11.31% |
| 1Y Return | 31.71% | 31.81% |
| 3Y Return (Ann) | 6.94% | 9.30% |
| 5Y Return (Ann) | 12.54% | 14.97% |
| 10Y Return (Ann) | 9.72% | 13.83% |
| Sharpe Ratio | 1.55 | 1.98 |
| Daily Std Dev | 19.23% | 15.72% |
| Max Drawdown | -62.50% | -48.32% |
| Current Drawdown | -0.12% | 0.00% |
Correlation
The correlation between VSTCX and VPMAX is 0.87, 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.
Performance
VSTCX vs. VPMAX - Performance Comparison
In the year-to-date period, VSTCX achieves a 7.40% return, which is significantly lower than VPMAX's 11.31% return. Over the past 10 years, VSTCX has underperformed VPMAX with an annualized return of 9.72%, while VPMAX has yielded a comparatively higher 13.83% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VSTCX vs. VPMAX - Expense Ratio Comparison
VSTCX has a 0.26% expense ratio, which is lower than VPMAX's 0.31% expense ratio.
Risk-Adjusted Performance
VSTCX vs. VPMAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Strategic Small-Cap Equity Fund (VSTCX) and Vanguard PRIMECAP Fund Admiral Shares (VPMAX). 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
VSTCX vs. VPMAX - Dividend Comparison
VSTCX's dividend yield for the trailing twelve months is around 2.33%, less than VPMAX's 6.50% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSTCX Vanguard Strategic Small-Cap Equity Fund | 2.33% | 2.50% | 7.44% | 19.92% | 1.24% | 4.14% | 11.74% | 6.87% | 1.35% | 2.33% | 8.75% | 1.68% |
VPMAX Vanguard PRIMECAP Fund Admiral Shares | 6.50% | 7.24% | 9.94% | 10.18% | 9.82% | 7.23% | 8.43% | 5.61% | 5.13% | 5.99% | 6.87% | 5.11% |
Drawdowns
VSTCX vs. VPMAX - Drawdown Comparison
The maximum VSTCX drawdown since its inception was -62.50%, which is greater than VPMAX's maximum drawdown of -48.32%. Use the drawdown chart below to compare losses from any high point for VSTCX and VPMAX. For additional features, visit the drawdowns tool.
Volatility
VSTCX vs. VPMAX - Volatility Comparison
Vanguard Strategic Small-Cap Equity Fund (VSTCX) has a higher volatility of 4.08% compared to Vanguard PRIMECAP Fund Admiral Shares (VPMAX) at 3.25%. This indicates that VSTCX's price experiences larger fluctuations and is considered to be riskier than VPMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.