VANGUARD STAR Competition

VGSTX Fund

USD 28.64 0.20 0.70%

The fund is listed under the Allocation--50% to 70% Equity category and is part of the Vanguard family. Comparable companies for Vanguard Star Fund include VANGUARD LIFESTRATEGY, T ROWE, Vanguard Windsor, BRIDGE BUILDER, and BRIDGE BUILDER and related peers. Debt loads across VANGUARD STAR's peer group vary widely and affect risk profiles in different ways.

Pair Correlation for VANGUARD STAR and T Rowe View

Minimal diversification benefit

Across the chosen horizon, VANGUARD STAR and T Rowe show a correlation of 0.91 and fall into the Minimal diversification benefit bucket. A 0.91 reading means VANGUARD STAR and T Rowe have substantial price overlap, limiting diversification benefit.

Moving together with VANGUARD Mutual Fund

0.68	VMIAX	Vanguard Materials Index	Pair Corr
0.67	VMMSX	Vanguard Emerging Markets	Pair Corr

Moving against VANGUARD Mutual Fund

0.44	VMNIX	Vanguard Market Neutral	Pair Corr
0.44	VMNFX	Vanguard Market Neutral	Pair Corr

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The concept of mean reversion suggests that VANGUARD STAR's price will eventually return toward its long-run average. Positions sized too aggressively against the trend can suffer sustained losses before reversion occurs in VANGUARD STAR. The mean reversion framework for VANGUARD STAR is built on the premise that markets are not perfectly efficient.

Hype

Prediction

Low	Estimated	High
27.86	28.44	29.02

Details

Intrinsic

Valuation

Low	Real	High
28.03	28.61	29.19

Details

A rigorous investment case for VANGUARD STAR requires more than studying its own financials. Understanding where Vanguard Star stands relative to peers supports assessment of sustainable advantage. How VANGUARD STAR's growth rates, profitability, and capital efficiency stack up against peers often decides investments.

VANGUARD STAR Competition Correlation Matrix

Studying peer correlation around Vanguard Star Fund gives investors a cleaner read on how much independent price behavior still exists across the competitive set. Used correctly, correlation analysis helps separate broad industry exposure from company-specific behavior before additional capital is allocated across the peer group.

	VSMGX	TRRJX	VWNDX	BBIEX	BBVLX	PRNHX	VHCAX	TRGOX	TRRDX
VSMGX		0.97	0.7	0.96	0.86	0.85	0.86	0.01	1.0	VSMGX
TRRJX	0.97		0.61	0.99	0.94	0.82	0.84	-0.07	0.98	TRRJX
VWNDX	0.7	0.61		0.61	0.54	0.8	0.74	0.32	0.7	VWNDX
BBIEX	0.96	0.99	0.61		0.94	0.8	0.84	-0.09	0.96	BBIEX
BBVLX	0.86	0.94	0.54	0.94		0.77	0.81	0.02	0.86	BBVLX
PRNHX	0.85	0.82	0.8	0.8	0.77		0.96	0.3	0.85	PRNHX
VHCAX	0.86	0.84	0.74	0.84	0.81	0.96		0.31	0.85	VHCAX
TRGOX	0.01	-0.07	0.32	-0.09	0.02	0.3	0.31		-0.05	TRGOX
TRRDX	1.0	0.98	0.7	0.96	0.86	0.85	0.85	-0.05		TRRDX
	VSMGX	TRRJX	VWNDX	BBIEX	BBVLX	PRNHX	VHCAX	TRGOX	TRRDX

High positive correlations

TRRDX	+ 1.0	VSMGX
BBIEX	+ 0.99	TRRJX
TRRDX	+ 0.98	TRRJX
TRRJX	+ 0.97	VSMGX
BBIEX	+ 0.96	VSMGX
TRRDX	+ 0.96	BBIEX

High negative correlations

TRGOX	- 0.09	BBIEX
TRGOX	- 0.07	TRRJX
TRRDX	- 0.05	TRGOX

Risk-Adjusted Indicators

Evaluating VANGUARD Mutual Fund requires separating price momentum from underlying operating strength versus competitors. Risk-adjusted metrics help compare VANGUARD STAR's efficiency and downside exposure against peers on a like-for-like basis. These indicators are quantitative in nature and help investors evaluate volatility and risk-adjusted expected returns across different positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
VSMGX	0.42	0.03	0.09	-0.02	0.61	-0.40	0.75	-1.16	2.85
TRRJX	0.54	0.09	0.13	0.06	0.69	-0.55	1.01	-1.29	5.04
VWNDX	0.74	-0.15	0.00	0.58	0.00	0.00	1.20	-1.62	6.50
BBIEX	0.78	0.14	0.11	0.09	1.16	-0.75	1.53	-1.79	9.48
BBVLX	0.70	0.18	0.23	0.14	0.62	-0.80	1.11	-1.34	11.30
PRNHX	0.97	0.08	0.04	0.00	1.41	-0.93	1.81	-2.37	6.78
VHCAX	0.83	0.08	0.07	0.01	1.12	-0.77	1.69	-1.96	5.35
TRGOX	0.88	-0.07	0.00	-0.14	0.00	0.00	1.52	-2.09	4.49
TRRDX	0.56	0.05	0.07	0.00	0.83	-0.54	1.09	-1.38	3.72

VANGUARD STAR Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	VGSTX	VSMGX	TRRJX	VWNDX	BBIEX	BBVLX	PRNHX	VHCAX	TRGOX	TRRDX
	0.70 28.64 VANGUARD	0.79 34.40 VANGUARD	0.78 23.33 TRRJX	0.05 21.51 Vanguard	1.41 14.38 BRIDGE	0.52 17.44 BRIDGE	1.28 52.14 PRNHX	0.80 215.26 VANGUARD	0.64 75.80 TRGOX	0.82 34.31 TRRDX
Market Volatility (90 Days Market Risk)	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low
Market Performance (90 Days Performance)	Weak	Weak	Weak	Weak	Weak	Weak	Weak	Weak	Weak	Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Under Valued	Over Valued	Under Valued	Under Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Strong Hold	Strong Buy	Strong Sell	Strong Buy	Strong Buy	Strong Hold	Strong Hold	Strong Hold	Strong Hold
Net Asset	23.93 B	23.87 B	24.73 B	24.27 B	8.7 B	8.15 B	13.96 B	18.44 B	18.99 B	27.17 B
Minimum Initial Investment	1 K	3 K	2.5 K	N/A	N/A	N/A	2.5 K	N/A	N/A	N/A
Price To Book	2.03	1.98	2.13	1.65	N/A	N/A	3.97	3.13	N/A	2.13
Five Year Return	5.11	5.7	0.0626	9.59	5.78	9.24	-1.7	10.85	15.62	0.0639
One Year Return	13.69	12.52	0.0569	10.63	11.15	9.15	12.03	25.11	22.78	0.0537
Last Dividend Paid	0.08	0.11	0.08	N/A	0.25	0.07	N/A	N/A	N/A	0.07
Price To Earning	17.56	17.16	18.74	15.85	N/A	N/A	1.61	18.43	2.88	18.77
Price To Sales	1.39	1.39	1.57	1.33	N/A	N/A	2.04	1.88	N/A	1.57
Cash Position Weight	5.35	6.66	6.35	2.72	2.06	1.44	0.72	4.12	2.11	9.05
Equity Positions Weight	59.19	56.15	77.06	97.29	97.79	98.43	93.97	95.88	97.89	84.96
Three Year Return	12.73	12.21	0.0747	12.43	13.73	13.58	7.54	20.17	18.12	0.0762
Annual Yield	0.0241	0.0256	0.0175	0.0186	0.0296	0.0167	N/A	0.0049	N/A	0.0146
Year To Date Return	0.96	0.87	-0.061	0.41	1.52	0.85	1.86	0.2	N/A	-0.0661
Bond Positions Weight	34.64	36.36	14.47	N/A	N/A	N/A	N/A	N/A	N/A	2.15
Ten Year Return	8.91	7.66	9.6	9.84	N/A	N/A	19.72	13.72	17.05	9.79
Day Typical Price	28.64	34.4	23.33	21.51	14.38	17.44	52.14	215.26	75.8	34.31
Period Momentum Indicator	0.2	0.27	0.18	0.01	0.2	0.09	0.66	1.7	0.48	0.28
Rate Of Daily Change	1.01	1.01	1.01	1.0	1.01	1.01	1.01	1.01	1.01	1.01
Day Median Price	28.64	34.4	23.33	21.51	14.38	17.44	52.14	215.26	75.8	34.31
Price Action Indicator	0.1	0.13	0.09	0.005	0.1	0.045	0.33	0.85	0.24	0.14
Coefficient Of Variation	-3,360	36777.05	1496.24	-944.62	1408.13	1031.11	12841.35	4627.33	-899.71	6929.32
Mean Deviation	0.437	0.4151	0.5387	0.7387	0.7835	0.6991	0.9739	0.8334	0.8803	0.5615
Jensen Alpha	0.0119	0.027	0.088	-0.15	0.1373	0.1832	0.0799	0.0798	-0.07	0.0504
Total Risk Alpha	0.0172	0.0343	0.1029	-0.04	0.1759	0.2345	0.1013	0.0974	-0.05	0.0589
Sortino Ratio	N/A	0.0871	0.1311	N/A	0.1099	0.2342	0.0442	0.0654	N/A	0.074
Downside Variance	N/A	0.3984	0.6503	N/A	1.68	0.6534	2.07	1.38	N/A	0.7555
Standard Deviation	0.569	0.551	0.7815	1.14	1.25	1.4	1.3	1.08	1.08	0.7485
Kurtosis	0.2255	0.7426	4.16	14.01	9.77	34.84	0.4888	0.1613	-0.52	0.5439
Potential Upside	0.9424	0.7471	1.01	1.2	1.53	1.11	1.81	1.69	1.52	1.09
Treynor Ratio	-0.04	-0.02	0.0586	0.5802	0.0856	0.1394	1.0E-4	0.0128	-0.14	0.001
Maximum Drawdown	2.66	2.85	5.04	6.5	9.48	11.3	6.78	5.35	4.49	3.72
Variance	0.3238	0.3036	0.6108	1.31	1.57	1.96	1.7	1.17	1.16	0.5603
Market Risk Adjusted Performance	-0.03	-0.01	0.0686	0.5902	0.0956	0.1494	0.0101	0.0228	-0.13	0.011
Risk Adjusted Performance	-0.03	-0.0026	0.0542	-0.08	0.0616	0.0835	0.0101	0.0201	-0.09	0.0109
Skewness	-0.42	-0.60	0.6814	-2.64	1.51	5.03	-0.23	0.0459	-0.18	-0.56
Semi Deviation	N/A	0.6093	0.689	N/A	1.16	0.6224	1.41	1.12	N/A	0.833
Information Ratio	0.0642	0.0998	0.1353	-0.06	0.1138	0.1352	0.0488	0.071	-0.06	0.0859
Value At Risk	-1.21	-1.16	-1.29	-1.62	-1.79	-1.34	-2.37	-1.96	-2.09	-1.38
Expected Short fall	N/A	-0.40	-0.55	N/A	-0.75	-0.80	-0.93	-0.77	N/A	-0.54
Downside Deviation	N/A	0.6312	0.8064	N/A	1.3	0.8083	1.44	1.18	N/A	0.8692
Semi Variance	N/A	0.3712	0.4747	N/A	1.34	0.3874	1.99	1.26	N/A	0.6939

VANGUARD STAR Competition Peer Performance Charts

How to Analyze VANGUARD STAR Against Peers

VANGUARD STAR's peer analysis compares VANGUARD STAR with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:

Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
Check valuation dispersion: Review whether VANGUARD STAR trades at a premium or discount versus peers and why.
Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
Document the thesis: Record where VANGUARD STAR leads or lags and what catalysts could close or widen the gap.

Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

Peer Comparison Metrics & Methodology

VANGUARD STAR generates higher gross margins than most of its direct competitors, which points to pricing power or a leaner cost base. Competition analysis adds context to price action by grounding it in relative fundamentals.

Data shown for Vanguard Star Fund is aggregated from fund disclosures and market reference feeds and normalized across reporting formats. Source publication timing can introduce delays.

This content is curated and reviewed by:

Raphi Shpitalnik - Junior Member of Macroaxis Editorial Board

Last reviewed on March 8th, 2026

Macroaxis provides analytical tools and reference data for investors of all levels to evaluate holdings and assess risk across market volatility, economic shifts, and company-specific events. View terms and conditions

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