VTCLX vs. VTMFX

In the year-to-date period, VTCLX achieves a -0.89% return, which is significantly lower than VTMFX's -0.52% return. Over the past 10 years, VTCLX has outperformed VTMFX with an annualized return of 12.45%, while VTMFX has yielded a comparatively lower 7.24% annualized return.

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Both VTCLX and VTMFX have an expense ratio of 0.09%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares (VTCLX) and Vanguard Tax-Managed Balanced Fund Admiral Shares (VTMFX). 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.

The current VTCLX Sharpe Ratio is 0.57, which is comparable to the VTMFX Sharpe Ratio of 0.74. The chart below compares the historical Sharpe Ratios of VTCLX and VTMFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VTCLX's dividend yield for the trailing twelve months is around 1.07%, less than VTMFX's 2.19% yield.

The maximum VTCLX drawdown since its inception was -55.18%, which is greater than VTMFX's maximum drawdown of -28.49%. Use the drawdown chart below to compare losses from any high point for VTCLX and VTMFX.

Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares (VTCLX) has a higher volatility of 4.44% compared to Vanguard Tax-Managed Balanced Fund Admiral Shares (VTMFX) at 2.23%. This indicates that VTCLX's price experiences larger fluctuations and is considered to be riskier than VTMFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.