VVPLX vs. VPMAX
Compare and contrast key facts about Vulcan Value Partners Fund (VVPLX) and Vanguard PRIMECAP Fund Admiral Shares (VPMAX).
VVPLX is managed by Vulcan Value Partners. It was launched on Dec 30, 2009. VPMAX is managed by Vanguard. It was launched on Nov 12, 2001.
Performance
VVPLX vs. VPMAX - Performance Comparison
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VVPLX vs. VPMAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VVPLX Vulcan Value Partners Fund | -15.88% | 7.48% | 17.50% | 41.77% | -38.08% | 21.61% | 11.60% | 44.43% | -7.83% | 16.74% |
VPMAX Vanguard PRIMECAP Fund Admiral Shares | -5.86% | 54.11% | 13.30% | 28.25% | -15.16% | 21.72% | 17.23% | 27.88% | -1.93% | 28.28% |
Returns By Period
In the year-to-date period, VVPLX achieves a -15.88% return, which is significantly lower than VPMAX's -5.86% return. Over the past 10 years, VVPLX has underperformed VPMAX with an annualized return of 7.72%, while VPMAX has yielded a comparatively higher 16.53% annualized return.
VVPLX
- 1D
- 1.29%
- 1M
- -8.43%
- YTD
- -15.88%
- 6M
- -17.34%
- 1Y
- -7.48%
- 3Y*
- 9.74%
- 5Y*
- 1.19%
- 10Y*
- 7.72%
VPMAX
- 1D
- -1.19%
- 1M
- -10.43%
- YTD
- -5.86%
- 6M
- 22.85%
- 1Y
- 46.58%
- 3Y*
- 25.38%
- 5Y*
- 14.62%
- 10Y*
- 16.53%
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VVPLX vs. VPMAX - Expense Ratio Comparison
VVPLX has a 1.06% expense ratio, which is higher than VPMAX's 0.31% expense ratio.
Return for Risk
VVPLX vs. VPMAX — Risk / Return Rank
VVPLX
VPMAX
VVPLX vs. VPMAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vulcan Value Partners Fund (VVPLX) 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.
| VVPLX | VPMAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.38 | 1.64 | -2.02 |
Sortino ratioReturn per unit of downside risk | -0.41 | 3.07 | -3.49 |
Omega ratioGain probability vs. loss probability | 0.95 | 1.44 | -0.50 |
Calmar ratioReturn relative to maximum drawdown | -0.44 | 3.21 | -3.66 |
Martin ratioReturn relative to average drawdown | -1.41 | 14.01 | -15.41 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VVPLX | VPMAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.38 | 1.64 | -2.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.73 | -0.68 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.83 | -0.48 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.61 | -0.19 |
Correlation
The correlation between VVPLX 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.
Dividends
VVPLX vs. VPMAX - Dividend Comparison
VVPLX's dividend yield for the trailing twelve months is around 6.96%, less than VPMAX's 33.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VVPLX Vulcan Value Partners Fund | 6.96% | 5.85% | 0.19% | 0.05% | 5.95% | 11.33% | 3.54% | 4.37% | 8.90% | 1.69% | 1.31% | 0.00% |
VPMAX Vanguard PRIMECAP Fund Admiral Shares | 33.83% | 31.85% | 6.71% | 7.24% | 9.94% | 10.18% | 9.82% | 7.23% | 8.43% | 4.52% | 5.13% | 5.99% |
Drawdowns
VVPLX vs. VPMAX - Drawdown Comparison
The maximum VVPLX drawdown since its inception was -47.95%, roughly equal to the maximum VPMAX drawdown of -48.32%. Use the drawdown chart below to compare losses from any high point for VVPLX and VPMAX.
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Drawdown Indicators
| VVPLX | VPMAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.95% | -48.32% | +0.37% |
Max Drawdown (1Y)Largest decline over 1 year | -20.19% | -13.75% | -6.44% |
Max Drawdown (5Y)Largest decline over 5 years | -47.95% | -25.21% | -22.74% |
Max Drawdown (10Y)Largest decline over 10 years | -47.95% | -32.65% | -15.30% |
Current DrawdownCurrent decline from peak | -19.16% | -11.72% | -7.44% |
Average DrawdownAverage peak-to-trough decline | -9.25% | -6.61% | -2.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.36% | 3.15% | +3.21% |
Volatility
VVPLX vs. VPMAX - Volatility Comparison
The current volatility for Vulcan Value Partners Fund (VVPLX) is 4.94%, while Vanguard PRIMECAP Fund Admiral Shares (VPMAX) has a volatility of 5.57%. This indicates that VVPLX 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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Volatility by Period
| VVPLX | VPMAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.94% | 5.57% | -0.63% |
Volatility (6M)Calculated over the trailing 6-month period | 12.13% | 21.87% | -9.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.49% | 28.87% | -9.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.63% | 20.12% | +2.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.13% | 20.09% | +2.04% |