WLGAX vs. DDFLX
Compare and contrast key facts about Delaware Ivy Large Cap Growth Fund (WLGAX) and Delaware Floating Rate Fund (DDFLX).
WLGAX is managed by Delaware Funds. It was launched on Jun 30, 2000. DDFLX is managed by Delaware Funds by Macquarie. It was launched on Feb 25, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WLGAX or DDFLX.
Correlation
The correlation between WLGAX and DDFLX is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
WLGAX vs. DDFLX - Performance Comparison
Key characteristics
WLGAX:
0.44
DDFLX:
2.32
WLGAX:
0.76
DDFLX:
4.71
WLGAX:
1.11
DDFLX:
1.96
WLGAX:
0.46
DDFLX:
3.15
WLGAX:
1.76
DDFLX:
13.99
WLGAX:
5.06%
DDFLX:
0.46%
WLGAX:
20.31%
DDFLX:
2.79%
WLGAX:
-49.78%
DDFLX:
-18.08%
WLGAX:
-11.11%
DDFLX:
-0.92%
Returns By Period
In the year-to-date period, WLGAX achieves a -7.51% return, which is significantly lower than DDFLX's -0.15% return. Over the past 10 years, WLGAX has outperformed DDFLX with an annualized return of 13.98%, while DDFLX has yielded a comparatively lower 4.59% annualized return.
WLGAX
-7.51%
-0.47%
-5.75%
7.51%
15.44%
13.98%
DDFLX
-0.15%
-0.17%
2.25%
6.33%
7.55%
4.59%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WLGAX vs. DDFLX - Expense Ratio Comparison
WLGAX has a 0.89% expense ratio, which is higher than DDFLX's 0.67% expense ratio.
Risk-Adjusted Performance
WLGAX vs. DDFLX — Risk-Adjusted Performance Rank
WLGAX
DDFLX
WLGAX vs. DDFLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Large Cap Growth Fund (WLGAX) and Delaware Floating Rate Fund (DDFLX). 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.
Dividends
WLGAX vs. DDFLX - Dividend Comparison
WLGAX's dividend yield for the trailing twelve months is around 1.79%, less than DDFLX's 8.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WLGAX Delaware Ivy Large Cap Growth Fund | 1.79% | 1.66% | 3.07% | 12.91% | 9.68% | 6.56% | 12.84% | 14.16% | 4.45% | 5.19% | 6.43% | 7.61% |
DDFLX Delaware Floating Rate Fund | 8.38% | 8.63% | 8.66% | 5.01% | 3.99% | 4.89% | 5.32% | 5.72% | 4.64% | 2.08% | 2.36% | 2.57% |
Drawdowns
WLGAX vs. DDFLX - Drawdown Comparison
The maximum WLGAX drawdown since its inception was -49.78%, which is greater than DDFLX's maximum drawdown of -18.08%. Use the drawdown chart below to compare losses from any high point for WLGAX and DDFLX. For additional features, visit the drawdowns tool.
Volatility
WLGAX vs. DDFLX - Volatility Comparison
Delaware Ivy Large Cap Growth Fund (WLGAX) has a higher volatility of 14.12% compared to Delaware Floating Rate Fund (DDFLX) at 1.29%. This indicates that WLGAX's price experiences larger fluctuations and is considered to be riskier than DDFLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.