WLGAX vs. VIGAX
Compare and contrast key facts about Delaware Ivy Large Cap Growth Fund (WLGAX) and Vanguard Growth Index Fund Admiral Shares (VIGAX).
WLGAX is managed by Delaware Funds. It was launched on Jun 30, 2000. VIGAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WLGAX or VIGAX.
Correlation
The correlation between WLGAX and VIGAX is 0.92, 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. VIGAX - Performance Comparison
Key characteristics
WLGAX:
0.44
VIGAX:
0.57
WLGAX:
0.76
VIGAX:
0.95
WLGAX:
1.11
VIGAX:
1.13
WLGAX:
0.46
VIGAX:
0.62
WLGAX:
1.76
VIGAX:
2.23
WLGAX:
5.06%
VIGAX:
6.42%
WLGAX:
20.31%
VIGAX:
25.26%
WLGAX:
-49.78%
VIGAX:
-50.66%
WLGAX:
-11.11%
VIGAX:
-11.79%
Returns By Period
In the year-to-date period, WLGAX achieves a -7.51% return, which is significantly higher than VIGAX's -8.10% return. Both investments have delivered pretty close results over the past 10 years, with WLGAX having a 13.98% annualized return and VIGAX not far ahead at 14.44%.
WLGAX
-7.51%
-0.47%
-5.75%
7.51%
15.44%
13.98%
VIGAX
-8.10%
1.67%
-3.80%
12.88%
17.37%
14.44%
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WLGAX vs. VIGAX - Expense Ratio Comparison
WLGAX has a 0.89% expense ratio, which is higher than VIGAX's 0.05% expense ratio.
Risk-Adjusted Performance
WLGAX vs. VIGAX — Risk-Adjusted Performance Rank
WLGAX
VIGAX
WLGAX vs. VIGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Large Cap Growth Fund (WLGAX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). 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. VIGAX - Dividend Comparison
WLGAX's dividend yield for the trailing twelve months is around 1.79%, more than VIGAX's 0.51% 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% |
VIGAX Vanguard Growth Index Fund Admiral Shares | 0.51% | 0.46% | 0.57% | 0.69% | 0.47% | 0.66% | 0.94% | 1.31% | 1.14% | 1.39% | 1.31% | 1.21% |
Drawdowns
WLGAX vs. VIGAX - Drawdown Comparison
The maximum WLGAX drawdown since its inception was -49.78%, roughly equal to the maximum VIGAX drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for WLGAX and VIGAX. For additional features, visit the drawdowns tool.
Volatility
WLGAX vs. VIGAX - Volatility Comparison
The current volatility for Delaware Ivy Large Cap Growth Fund (WLGAX) is 14.12%, while Vanguard Growth Index Fund Admiral Shares (VIGAX) has a volatility of 17.11%. This indicates that WLGAX experiences smaller price fluctuations and is considered to be less risky than VIGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.