Is vfiax a good investment?
VFIAX is the admiral shares version of the first index mutual fund, VFINX, which tracks the S&P500 index. Given that Jack Bogle (the namesake of this sub) literally started index investing for individual investors and revolutionized the entire industry with this fund, there’s a fair amount of good feeling towards it.
Is vfiax a good fund?
Vanguard 500 Index Fund Admiral Shares, VFIAX, is a popular fund focusing on long-term growth. The fund invests in several sectors and has a low expense ratio. Fidelity 500 Index Fund, FXAIX, is one of the most straightforward funds to invest in right now. And, unlike other index funds, it has a low turnover rate.
Is vfiax a mutual fund or ETF?
VFIAX is a mutual fund, whereas VOO is an ETF. VFIAX and VOO have the same 5-year return (17.97%). VFIAX has a higher expense ratio than VOO (0.04% vs 0.03%). VOO profile: The Fund seeks to track the performance of its benchmark index, the S&P 500. The Fund employs an indexing investment approach.
Is vfiax large cap?
VIGAX tracks the CRSP US Large Cap Growth Index which focuses on large-capitalization growth stocks. VFIAX aims to track the S&P 500 Index which makes it a great core equity holding in a portfolio. 10-Year Performance 12.37%
Is VFIAX a good buy now?
This fund in particular has delivered a 5-year annualized total return of 16.74%, and it sits in the top third among its category peers. Investors who prefer analyzing shorter time frames should look at its 3-year annualized total return of 20.68%, which places it in the top third during this time-frame.
How much should I invest in VFIAX?
$3,000Fund factsAsset classDomestic Stock - GeneralMinimum investment$3,000 Available as an ETF (starting at the price of one share).Fund number0540CUSIP922908710Fund advisorVanguard Equity Index Group2 more rows
Does VFIAX track S&P 500?
Both VFIAX, a mutual fund, and SPY, an ETF, seek to track the S&P 500. One of the primary differences between the two is that Vanguard's VFIAX has a lower expense ratio of 0.04% versus the SPY's 0.0945%.
What is the average return on VFIAX?
Monthly Pre-Tax Returns (%) as of 06/30/2022Actual ReturnsAverage Annual ReturnsDescription3 Month1 YearVFIAX1-16.11%-10.66%Large Blend2Morningstar Category (without load)-14.88%-11.58%Large Blend1Morningstar Category (with load)-15.16%-11.89%2 more rows
Is VFIAX a good investment in 2021?
Vanguard 500 Index Admiral (VFIAX, $354.73) should be one of the best Vanguard index funds for 2021, 2022 and every year after for the plainest of reasons: It's cheap. It's passively managed. It's diversified. And it's invested in U.S. stocks.
Is VFIAX safe?
Vanguard 500 Index Fund Admiral Shares (VFIAX) At the end of October, the fund's 10 largest holdings comprised 28.9% of its total net assets. The fund's 52-week average return is 18.36% and it has a return of 94.98% over the last five years. However, achieving this growth does not come without risk.
Is VOO or VFIAX better?
VOO vs VFIAX Performance Since VOO and VFIAX seek to track the same index and hold the same amount of stocks, it's not surprising that their performance is identical. The total return for VOO over the last 10 years is 15.38% per year. The total return for VFIAX over the previous 10 years is 15.38%. No difference!
Does VFIAX pay a dividend?
VFIAX Dividend Yield: 1.54% for July 20, 2022.
Which is better VFIAX or Fxaix?
If you look at the expense ratio and amount of capital needed, FXAIX will be a better choice as its expense ratio is lower than VFIAX. You also have the flexibility to invest a smaller amount into FXAIX, as there is no minimum sum to FXAIX as compared to VFIAX which requires a minimum sum of $3,000.
What is VFIAX invested in?
About VFIAX The fund falls into Morningstar's large-blend category and is the ultimate core large-cap stock holding. The fund's top holdings are in Apple, Microsoft, Amazon, Facebook and Johnson & Johnson. As of July 19, 2022, the fund has assets totaling almost $246.72 billion invested in 506 different holdings.
Why did VFIAX go down?
It was caused by a huge capital gain payout. Basically, investors were all paid a large chunk of cash and the share price was lowered to reflect that payment. To illustrate this, remember that the growth of your investment value in a mutual fund is comprised of two parts: Share Price.
Is VFIAX a mutual fund or index fund?
VFIAX - Vanguard 500 Index Fund Admiral Shares | Vanguard.
Will VFIAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
One of the cheapest funds tracking the broadly diversified S&P 500
Vanguard 500 Index offers diversified, low-turnover exposure to U.S. large-cap stocks at an attractive price. It tracks the market-cap-weighted S&P 500, which has historically been tough for active managers in the large-blend Morningstar Category to beat.
Key Data Points
Primary metrics and data points about Vanguard Index Funds - Vanguard S&P 500 ETF.
Environmental, Social, and Governance Rating
"A" score indicates excellent relative ESG performance and a high degree of transparency in reporting material ESG data publicly and privately. Scores range from AAA to D.
