VTCLX vs. VPMAX
Compare and contrast key facts about Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares (VTCLX) and Vanguard PRIMECAP Fund Admiral Shares (VPMAX).
VTCLX is managed by Blackrock. It was launched on Sep 6, 1994. 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: VTCLX or VPMAX.
Correlation
The correlation between VTCLX and VPMAX is 0.94, 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
VTCLX vs. VPMAX - Performance Comparison
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Key characteristics
VTCLX:
0.69
VPMAX:
0.22
VTCLX:
1.15
VPMAX:
0.51
VTCLX:
1.17
VPMAX:
1.07
VTCLX:
0.77
VPMAX:
0.27
VTCLX:
2.91
VPMAX:
0.95
VTCLX:
5.00%
VPMAX:
5.81%
VTCLX:
19.79%
VPMAX:
21.12%
VTCLX:
-55.18%
VPMAX:
-55.03%
VTCLX:
-2.81%
VPMAX:
-5.18%
Returns By Period
In the year-to-date period, VTCLX achieves a 1.78% return, which is significantly lower than VPMAX's 2.19% return. Over the past 10 years, VTCLX has outperformed VPMAX with an annualized return of 12.66%, while VPMAX has yielded a comparatively lower 9.48% annualized return.
VTCLX
1.78%
13.25%
1.94%
13.49%
17.33%
12.66%
VPMAX
2.19%
13.84%
1.49%
4.57%
16.09%
9.48%
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VTCLX vs. VPMAX - Expense Ratio Comparison
VTCLX has a 0.09% expense ratio, which is lower than VPMAX's 0.31% expense ratio.
Risk-Adjusted Performance
VTCLX vs. VPMAX — Risk-Adjusted Performance Rank
VTCLX
VPMAX
VTCLX vs. VPMAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares (VTCLX) 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.
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Dividends
VTCLX vs. VPMAX - Dividend Comparison
VTCLX's dividend yield for the trailing twelve months is around 1.05%, less than VPMAX's 6.56% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTCLX Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares | 1.05% | 1.04% | 1.24% | 1.47% | 1.04% | 1.32% | 1.52% | 1.83% | 1.57% | 1.76% | 1.69% | 1.56% |
VPMAX Vanguard PRIMECAP Fund Admiral Shares | 6.56% | 6.71% | 7.24% | 9.94% | 10.18% | 9.82% | 7.23% | 8.43% | 5.61% | 5.13% | 5.99% | 6.87% |
Drawdowns
VTCLX vs. VPMAX - Drawdown Comparison
The maximum VTCLX drawdown since its inception was -55.18%, roughly equal to the maximum VPMAX drawdown of -55.03%. Use the drawdown chart below to compare losses from any high point for VTCLX and VPMAX. For additional features, visit the drawdowns tool.
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Volatility
VTCLX vs. VPMAX - Volatility Comparison
The current volatility for Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares (VTCLX) is 5.47%, while Vanguard PRIMECAP Fund Admiral Shares (VPMAX) has a volatility of 6.38%. This indicates that VTCLX experiences smaller price fluctuations and is considered to be less risky than VPMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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