From what I understand, VIGRX contains only large-cap U.S. growth stocks while VTSMX contains small-, mid-, and large-cap U.S. growth and value stocks.
I would think that this would mean VTSMX is slightly less prone to risk but also at a slightly lower return, correct? Looking at the performance of each...
| Fund | 1yr Avg Return | 5yr Avg Return | 10yr Avg Return | High Pre '08-'09 Crash | Low '08-'09 Crash | % Crash |
|---|---|---|---|---|---|---|
| VIGRX | 16.8% | 13.3% | 8.1% | $34.39 | $17.94 | 47.8% |
| VTSMX | 21.6% | 13.8% | 7.1% | $37.44 | $17.91 | 52.2% |
It looks like VIGRX has out-performed VTSMX in the long-term both in return and having slightly lower risk, no? The only downside is it looks like VTSMX has been performing slightly better in recent years.
Submitted February 24, 2017 at 05:04PM by ImNotAtWorkTrustMe http://ift.tt/2lOtQu7
