WLGAX vs. DDVIX
Compare and contrast key facts about Delaware Ivy Large Cap Growth Fund (WLGAX) and Delaware Value Fund (DDVIX).
WLGAX is managed by Delaware Funds. It was launched on Jun 30, 2000. DDVIX is managed by Delaware Funds. It was launched on Sep 14, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WLGAX or DDVIX.
Correlation
The correlation between WLGAX and DDVIX is 0.77, 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
WLGAX vs. DDVIX - Performance Comparison
Key characteristics
WLGAX:
1.81
DDVIX:
-0.72
WLGAX:
2.42
DDVIX:
-0.67
WLGAX:
1.33
DDVIX:
0.80
WLGAX:
1.21
DDVIX:
-0.63
WLGAX:
12.16
DDVIX:
-2.49
WLGAX:
2.14%
DDVIX:
7.47%
WLGAX:
14.33%
DDVIX:
25.89%
WLGAX:
-50.18%
DDVIX:
-53.49%
WLGAX:
-3.57%
DDVIX:
-29.25%
Returns By Period
In the year-to-date period, WLGAX achieves a 0.33% return, which is significantly higher than DDVIX's -0.44% return. Over the past 10 years, WLGAX has outperformed DDVIX with an annualized return of 7.27%, while DDVIX has yielded a comparatively lower 4.10% annualized return.
WLGAX
0.33%
-2.90%
3.85%
23.51%
8.44%
7.27%
DDVIX
-0.44%
-27.97%
-19.96%
-18.99%
-0.35%
4.10%
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WLGAX vs. DDVIX - Expense Ratio Comparison
WLGAX has a 0.89% expense ratio, which is higher than DDVIX's 0.68% expense ratio.
Risk-Adjusted Performance
WLGAX vs. DDVIX — Risk-Adjusted Performance Rank
WLGAX
DDVIX
WLGAX vs. DDVIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Large Cap Growth Fund (WLGAX) and Delaware Value Fund (DDVIX). 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. DDVIX - Dividend Comparison
WLGAX has not paid dividends to shareholders, while DDVIX's dividend yield for the trailing twelve months is around 1.40%.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Delaware Ivy Large Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Delaware Value Fund | 1.40% | 1.39% | 2.02% | 1.89% | 1.84% | 1.97% | 1.88% | 1.98% | 1.61% | 1.70% | 1.89% | 1.59% |
Drawdowns
WLGAX vs. DDVIX - Drawdown Comparison
The maximum WLGAX drawdown since its inception was -50.18%, smaller than the maximum DDVIX drawdown of -53.49%. Use the drawdown chart below to compare losses from any high point for WLGAX and DDVIX. For additional features, visit the drawdowns tool.
Volatility
WLGAX vs. DDVIX - Volatility Comparison
The current volatility for Delaware Ivy Large Cap Growth Fund (WLGAX) is 4.40%, while Delaware Value Fund (DDVIX) has a volatility of 27.08%. This indicates that WLGAX experiences smaller price fluctuations and is considered to be less risky than DDVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.