Vanguard Institutional Competition

VITPX Fund

USD 103.34 0.35 0.34%

Vanguard Institutional competes with Vanguard Total, Vanguard Total, Vanguard Value, Vanguard Developed, and T Rowe; as well as few others. The fund is listed under Large Blend category and is part of Vanguard family. Analyzing Vanguard Institutional competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Vanguard Institutional to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Vanguard Institutional Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Vanguard Institutional competition on your existing holdings.

Specify up to 10 symbols:

Hype

Prediction

Low	Estimated	High
102.54	103.34	104.14

Details

Intrinsic

Valuation

Low	Real	High
89.62	90.42	113.67

Details

Vanguard Institutional Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Vanguard Institutional and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Vanguard and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Vanguard Institutional does not affect the price movement of the other competitor.

	VTPSX	VBMPX	VIVIX	VDIPX	TRSSX
VTPSX		0.47	-0.12	0.91	-0.38	VTPSX
VBMPX	0.47		-0.62	0.72	-0.66	VBMPX
VIVIX	-0.12	-0.62		-0.4	0.91	VIVIX
VDIPX	0.91	0.72	-0.4		-0.58	VDIPX
TRSSX	-0.38	-0.66	0.91	-0.58		TRSSX
	VTPSX	VBMPX	VIVIX	VDIPX	TRSSX

Click cells to compare fundamentals

Check Volatility

Backtest Portfolio

High positive correlations

VDIPX	+ 0.91	VTPSX
TRSSX	+ 0.91	VIVIX
VDIPX	+ 0.72	VBMPX
VBMPX	+ 0.47	VTPSX

High negative correlations

TRSSX	- 0.66	VBMPX
VIVIX	- 0.62	VBMPX
TRSSX	- 0.58	VDIPX
VDIPX	- 0.4	VIVIX
TRSSX	- 0.38	VTPSX
VIVIX	- 0.12	VTPSX

Risk-Adjusted Indicators

There is a big difference between Vanguard Mutual Fund performing well and Vanguard Institutional Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Vanguard Institutional's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
VTPSX	0.61	(0.11)	0.00	(0.13)	0.00	0.00	1.14	(1.57)	4.08
VBMPX	0.22	(0.02)	0.00	0.37	0.00	0.00	0.51	(0.62)	1.36
VIVIX	0.51	0.00	(0.05)	0.11	0.39	(0.62)	1.05	(0.83)	3.45
VDIPX	0.63	(0.14)	0.00	(0.18)	0.00	0.00	1.02	(1.50)	3.93
TRSSX	0.75	0.02	0.04	0.13	0.76	(0.83)	1.63	(1.43)	5.90

Unable to evaluate fundamental data of [VTPSX, VBMPX, VIVIX, VDIPX, TRSSX] at this time. Please try again later

All Fundamental Data

Vanguard Institutional Competitive Analysis

The better you understand Vanguard Institutional competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Vanguard Institutional's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Vanguard Institutional's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	VITPX	VTPSX	VBMPX	VIVIX	VDIPX	TRSSX
	0.34 103.34 Vanguard	0.34 131.08 Vanguard	0.21 9.64 Vanguard	0.04 70.72 VANGUARD	0.44 24.96 Vanguard	0.09 31.97 TRSSX
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Good	Very Weak	Very Weak	OK	Very Weak	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Fairly Valued	Over Valued	Fairly Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Hold	Sell	Strong Hold	Hold	Strong Hold
Net Asset	38.71 B	359.57 B	199.72 B	74.74 B	111.15 B	5.06 B
Minimum Initial Investment	N/A	N/A	N/A	N/A	N/A	1000 K
Price To Book	2.62 X	1.44 X	N/A	2.13 X	1.50 X	2.21 X
Five Year Return	15.20 %	5.46 %	(0.08) %	11.91 %	6.00 %	10.25 %
One Year Return	33.65 %	12.84 %	7.57 %	30.46 %	11.97 %	32.97 %
Last Dividend Paid	0.01	0.19	N/A	0.01	0.03	0.01
Price To Earning	18.86 X	15.07 X	N/A	28.70 X	15.19 X	4.57 X
Price To Sales	1.78 X	1.03 X	N/A	1.48 X	1.06 X	1.42 X
Cash Position Weight	0.31 %	2.73 %	0.80 %	0.04 %	2.85 %	0.70 %
Equity Positions Weight	99.69 %	97.19 %	N/A	99.96 %	97.06 %	93.86 %
Three Year Return	8.95 %	1.52 %	(1.81) %	10.58 %	1.78 %	1.53 %
Annual Yield	0.01 %	0.03 %	0 %	0.02 %	0.03 %	0 %
Year To Date Return	26.31 %	7.15 %	2.48 %	23.43 %	5.02 %	19.26 %
Bond Positions Weight	N/A	N/A	6.90 %	N/A	N/A	N/A
Ten Year Return	12.87 %	4.76 %	3.90 %	10.77 %	5.58 %	13.18 %
Daily Balance Of Power	(9,223,372,036,855)	9.2 T	9.2 T	(9,223,372,036,855)	9.2 T	9.2 T
Day Typical Price	103.34	131.08	9.64	70.72	24.96	31.97
Period Momentum Indicator	(0.35)	0.44	0.02	(0.03)	0.11	0.03
Rate Of Daily Change	1.0	1.0	1.0	1.0	1.0	1.0
Day Median Price	103.34	131.08	9.64	70.72	24.96	31.97
Price Action Indicator	(0.17)	0.22	0.01	(0.01)	0.055	0.015
Coefficient Of Variation	664.5	(1,703)	(2,230)	654.65	(1,109)	620.29
Mean Deviation	0.5721	0.6124	0.2169	0.5073	0.6292	0.7457
Jensen Alpha	0.0058	(0.11)	(0.02)	(0)	(0.14)	0.0185
Total Risk Alpha	(0.01)	(0.18)	(0.07)	(0.01)	(0.21)	0.0011
Sortino Ratio	(0.01)	N/A	N/A	(0.05)	N/A	0.0442
Downside Variance	0.6708	N/A	N/A	0.2857	N/A	0.9008
Standard Deviation	0.7899	0.8066	0.3038	0.6605	0.8103	1.04
Kurtosis	2.33	1.05	1.06	2.25	0.9401	3.7
Potential Upside	1.11	1.14	0.5128	1.05	1.02	1.63
Treynor Ratio	0.1218	(0.13)	0.375	0.1131	(0.18)	0.1307
Maximum Drawdown	4.11	4.08	1.36	3.45	3.93	5.9
Variance	0.624	0.6505	0.0923	0.4362	0.6566	1.08
Market Risk Adjusted Performance	0.1318	(0.12)	0.385	0.1231	(0.17)	0.1407
Risk Adjusted Performance	0.1156	(0.04)	(0.05)	0.1154	(0.07)	0.1262
Skewness	(0.10)	0.3001	0.0274	0.7918	0.2546	0.8039
Semi Deviation	0.6638	N/A	N/A	0.3868	N/A	0.7641
Information Ratio	(0.01)	(0.21)	(0.46)	(0.04)	(0.24)	0.0404
Value At Risk	(1.30)	(1.57)	(0.62)	(0.83)	(1.50)	(1.43)
Expected Short fall	(0.61)	N/A	N/A	(0.62)	N/A	(0.83)
Downside Deviation	0.819	N/A	N/A	0.5345	N/A	0.9491
Semi Variance	0.4406	N/A	N/A	0.1496	N/A	0.5839

Vanguard Institutional Competition Performance Charts

Five steps to successful analysis of Vanguard Institutional Competition

Vanguard Institutional's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Vanguard Institutional in relation to its competition. Vanguard Institutional's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Vanguard Institutional in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Vanguard Institutional's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Vanguard Institutional, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Vanguard Institutional position

In addition to having Vanguard Institutional in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Cash Cows Thematic Idea Now

Cash Cows

Entities with stable and reliable earnings or profits, which allows them to pay consistent dividends to their shareholders. The Cash Cows theme has 25 constituents at this time.

You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Cash Cows Theme or any other thematic opportunities.

View All Next

Launch

Other Information on Investing in Vanguard Mutual Fund

Vanguard Institutional financial ratios help investors to determine whether Vanguard Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Vanguard with respect to the benefits of owning Vanguard Institutional security.

	Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon
	Portfolio Anywhere Track or share privately all of your investments from the convenience of any device
	FinTech Suite Use AI to screen and filter profitable investment opportunities
	Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

Feedback Blog

Made with optimal in San Francisco

2024 Macroaxis LLC