WMGAX vs. VEXAX

In the year-to-date period, WMGAX achieves a -2.43% return, which is significantly higher than VEXAX's -3.17% return. Over the past 10 years, WMGAX has outperformed VEXAX with an annualized return of 9.11%, while VEXAX has yielded a comparatively lower 8.51% annualized return.

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WMGAX has a 1.12% expense ratio, which is higher than VEXAX's 0.06% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Mid Cap Growth Fund (WMGAX) and Vanguard Extended Market Index Fund Admiral Shares (VEXAX). 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 WMGAX Sharpe Ratio is -0.13, which is lower than the VEXAX Sharpe Ratio of 0.36. The chart below compares the historical Sharpe Ratios of WMGAX and VEXAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WMGAX's dividend yield for the trailing twelve months is around 7.84%, more than VEXAX's 1.22% yield.

The maximum WMGAX drawdown since its inception was -53.74%, smaller than the maximum VEXAX drawdown of -58.08%. Use the drawdown chart below to compare losses from any high point for WMGAX and VEXAX.

Delaware Ivy Mid Cap Growth Fund (WMGAX) and Vanguard Extended Market Index Fund Admiral Shares (VEXAX) have volatilities of 6.42% and 6.22%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.