Correlation
The correlation between VSTIX and VCULX is 0.93, 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.
VSTIX vs. VCULX
Compare and contrast key facts about VALIC Company I Stock Index Fund (VSTIX) and VALIC Company I Growth Fund (VCULX).
VSTIX is managed by VALIC. It was launched on Apr 20, 1987. VCULX is managed by VALIC. It was launched on Dec 5, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSTIX or VCULX.
Performance
VSTIX vs. VCULX - Performance Comparison
Loading data...
Key characteristics
VSTIX:
0.61
VCULX:
0.58
VSTIX:
0.88
VCULX:
0.86
VSTIX:
1.13
VCULX:
1.12
VSTIX:
0.53
VCULX:
0.55
VSTIX:
1.93
VCULX:
1.75
VSTIX:
5.56%
VCULX:
7.59%
VSTIX:
20.06%
VCULX:
26.98%
VSTIX:
-64.35%
VCULX:
-51.31%
VSTIX:
-5.09%
VCULX:
-4.80%
Returns By Period
In the year-to-date period, VSTIX achieves a -0.75% return, which is significantly lower than VCULX's 0.06% return. Over the past 10 years, VSTIX has underperformed VCULX with an annualized return of 6.48%, while VCULX has yielded a comparatively higher 14.12% annualized return.
VSTIX
-0.75%
5.59%
-3.14%
11.32%
8.43%
9.11%
6.48%
VCULX
0.06%
8.06%
0.81%
15.64%
18.78%
14.59%
14.12%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VSTIX vs. VCULX - Expense Ratio Comparison
VSTIX has a 0.29% expense ratio, which is lower than VCULX's 0.61% expense ratio.
Risk-Adjusted Performance
VSTIX vs. VCULX — Risk-Adjusted Performance Rank
VSTIX
VCULX
VSTIX vs. VCULX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VALIC Company I Stock Index Fund (VSTIX) and VALIC Company I Growth Fund (VCULX). 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.
Loading data...
Dividends
VSTIX vs. VCULX - Dividend Comparison
VSTIX's dividend yield for the trailing twelve months is around 2.76%, less than VCULX's 3.13% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSTIX VALIC Company I Stock Index Fund | 2.76% | 6.25% | 7.76% | 11.34% | 5.68% | 7.26% | 3.37% | 5.77% | 5.48% | 9.81% | 5.45% | 3.61% |
VCULX VALIC Company I Growth Fund | 3.13% | 0.07% | 30.05% | 37.81% | 12.80% | 7.28% | 7.63% | 4.61% | 6.70% | 17.98% | 13.12% | 0.77% |
Drawdowns
VSTIX vs. VCULX - Drawdown Comparison
The maximum VSTIX drawdown since its inception was -64.35%, which is greater than VCULX's maximum drawdown of -51.31%. Use the drawdown chart below to compare losses from any high point for VSTIX and VCULX.
Loading data...
Volatility
VSTIX vs. VCULX - Volatility Comparison
The current volatility for VALIC Company I Stock Index Fund (VSTIX) is 4.81%, while VALIC Company I Growth Fund (VCULX) has a volatility of 5.88%. This indicates that VSTIX experiences smaller price fluctuations and is considered to be less risky than VCULX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...