WMGAX vs. VEXAX
Compare and contrast key facts about Delaware Ivy Mid Cap Growth Fund (WMGAX) and Vanguard Extended Market Index Fund Admiral Shares (VEXAX).
WMGAX is managed by Delaware Funds. It was launched on Jun 30, 2000. VEXAX 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: WMGAX or VEXAX.
Correlation
The correlation between WMGAX and VEXAX is 0.93, 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
WMGAX vs. VEXAX - Performance Comparison
Key characteristics
WMGAX:
-0.05
VEXAX:
1.35
WMGAX:
0.05
VEXAX:
1.90
WMGAX:
1.01
VEXAX:
1.24
WMGAX:
-0.02
VEXAX:
1.48
WMGAX:
-0.16
VEXAX:
6.58
WMGAX:
6.17%
VEXAX:
3.68%
WMGAX:
18.03%
VEXAX:
17.97%
WMGAX:
-53.74%
VEXAX:
-58.08%
WMGAX:
-41.42%
VEXAX:
-3.65%
Returns By Period
In the year-to-date period, WMGAX achieves a 4.34% return, which is significantly lower than VEXAX's 4.71% return. Over the past 10 years, WMGAX has underperformed VEXAX with an annualized return of 1.46%, while VEXAX has yielded a comparatively higher 9.82% annualized return.
WMGAX
4.34%
2.54%
3.03%
-3.03%
-1.52%
1.46%
VEXAX
4.71%
3.51%
18.64%
22.18%
10.51%
9.82%
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WMGAX vs. VEXAX - Expense Ratio Comparison
WMGAX has a 1.12% expense ratio, which is higher than VEXAX's 0.06% expense ratio.
Risk-Adjusted Performance
WMGAX vs. VEXAX — Risk-Adjusted Performance Rank
WMGAX
VEXAX
WMGAX vs. VEXAX - Risk-Adjusted Performance Comparison
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.
Dividends
WMGAX vs. VEXAX - Dividend Comparison
WMGAX has not paid dividends to shareholders, while VEXAX's dividend yield for the trailing twelve months is around 1.04%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WMGAX Delaware Ivy Mid 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% |
VEXAX Vanguard Extended Market Index Fund Admiral Shares | 1.04% | 1.09% | 1.27% | 1.15% | 1.13% | 1.07% | 1.30% | 1.66% | 1.25% | 1.43% | 1.35% | 2.62% |
Drawdowns
WMGAX vs. VEXAX - Drawdown Comparison
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. For additional features, visit the drawdowns tool.
Volatility
WMGAX vs. VEXAX - Volatility Comparison
The current volatility for Delaware Ivy Mid Cap Growth Fund (WMGAX) is 3.70%, while Vanguard Extended Market Index Fund Admiral Shares (VEXAX) has a volatility of 4.49%. This indicates that WMGAX experiences smaller price fluctuations and is considered to be less risky than VEXAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.