PortfoliosLab logoPortfoliosLab logo
VSTIX vs. VMIDX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VSTIX vs. VMIDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in VALIC Company I Stock Index Fund (VSTIX) and VALIC Company I Mid Cap Index Fund (VMIDX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

VSTIX vs. VMIDX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VSTIX
VALIC Company I Stock Index Fund
-7.17%14.28%24.76%25.62%-18.11%28.40%18.55%31.05%-8.09%21.46%
VMIDX
VALIC Company I Mid Cap Index Fund
-0.56%-7.10%13.57%15.73%-13.10%24.39%13.83%25.59%-17.06%15.94%

Returns By Period

In the year-to-date period, VSTIX achieves a -7.17% return, which is significantly lower than VMIDX's -0.56% return. Over the past 10 years, VSTIX has outperformed VMIDX with an annualized return of 12.75%, while VMIDX has yielded a comparatively lower 7.64% annualized return.


VSTIX

1D
-0.39%
1M
-7.75%
YTD
-7.17%
6M
-4.75%
1Y
14.10%
3Y*
15.74%
5Y*
10.49%
10Y*
12.75%

VMIDX

1D
-0.79%
1M
-8.21%
YTD
-0.56%
6M
1.00%
1Y
13.41%
3Y*
5.46%
5Y*
2.95%
10Y*
7.64%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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. VMIDX - Expense Ratio Comparison

VSTIX has a 0.29% expense ratio, which is lower than VMIDX's 0.34% expense ratio.


Return for Risk

VSTIX vs. VMIDX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VSTIX
VSTIX Risk / Return Rank: 4141
Overall Rank
VSTIX Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
VSTIX Sortino Ratio Rank: 4747
Sortino Ratio Rank
VSTIX Omega Ratio Rank: 4848
Omega Ratio Rank
VSTIX Calmar Ratio Rank: 3030
Calmar Ratio Rank
VSTIX Martin Ratio Rank: 4141
Martin Ratio Rank

VMIDX
VMIDX Risk / Return Rank: 2727
Overall Rank
VMIDX Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
VMIDX Sortino Ratio Rank: 2828
Sortino Ratio Rank
VMIDX Omega Ratio Rank: 2626
Omega Ratio Rank
VMIDX Calmar Ratio Rank: 2525
Calmar Ratio Rank
VMIDX Martin Ratio Rank: 3030
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VSTIX vs. VMIDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for VALIC Company I Stock Index Fund (VSTIX) and VALIC Company I Mid Cap Index Fund (VMIDX). 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.


VSTIXVMIDXDifference

Sharpe ratio

Return per unit of total volatility

0.85

0.66

+0.18

Sortino ratio

Return per unit of downside risk

1.35

1.08

+0.27

Omega ratio

Gain probability vs. loss probability

1.20

1.15

+0.05

Calmar ratio

Return relative to maximum drawdown

0.85

0.76

+0.09

Martin ratio

Return relative to average drawdown

4.16

3.29

+0.86

VSTIX vs. VMIDX - Sharpe Ratio Comparison

The current VSTIX Sharpe Ratio is 0.85, which is comparable to the VMIDX Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of VSTIX and VMIDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


VSTIXVMIDXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.85

0.66

+0.18

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.61

0.14

+0.47

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.70

0.35

+0.35

Sharpe Ratio (All Time)

Calculated using the full available price history

0.30

0.16

+0.14

Correlation

The correlation between VSTIX and VMIDX 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.


Dividends

VSTIX vs. VMIDX - Dividend Comparison

VSTIX's dividend yield for the trailing twelve months is around 13.79%, less than VMIDX's 14.32% yield.


TTM202520242023202220212020201920182017
VSTIX
VALIC Company I Stock Index Fund
13.79%0.00%6.25%7.76%11.33%5.68%7.26%3.37%1.81%5.48%
VMIDX
VALIC Company I Mid Cap Index Fund
14.32%0.00%5.05%13.91%10.75%3.62%8.68%11.05%1.31%9.01%

Drawdowns

VSTIX vs. VMIDX - Drawdown Comparison

The maximum VSTIX drawdown since its inception was -69.93%, roughly equal to the maximum VMIDX drawdown of -67.05%. Use the drawdown chart below to compare losses from any high point for VSTIX and VMIDX.


Loading graphics...

Drawdown Indicators


VSTIXVMIDXDifference

Max Drawdown

Largest peak-to-trough decline

-69.93%

-67.05%

-2.88%

Max Drawdown (1Y)

Largest decline over 1 year

-12.14%

-14.18%

+2.04%

Max Drawdown (5Y)

Largest decline over 5 years

-24.41%

-34.16%

+9.75%

Max Drawdown (10Y)

Largest decline over 10 years

-33.52%

-41.76%

+8.24%

Current Drawdown

Current decline from peak

-8.98%

-14.83%

+5.85%

Average Drawdown

Average peak-to-trough decline

-20.78%

-17.03%

-3.75%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.61%

3.27%

-0.66%

Volatility

VSTIX vs. VMIDX - Volatility Comparison

The current volatility for VALIC Company I Stock Index Fund (VSTIX) is 3.95%, while VALIC Company I Mid Cap Index Fund (VMIDX) has a volatility of 5.37%. This indicates that VSTIX experiences smaller price fluctuations and is considered to be less risky than VMIDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


VSTIXVMIDXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.95%

5.37%

-1.42%

Volatility (6M)

Calculated over the trailing 6-month period

8.50%

11.36%

-2.86%

Volatility (1Y)

Calculated over the trailing 1-year period

17.66%

20.83%

-3.17%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.40%

21.04%

-3.64%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.33%

21.78%

-3.45%