Total Net Assets … SEE ALL MUTUAL FUND RATINGS. In VIGAX's case, the fund lost 47.12% in the most recent bear market and outperformed its peer group by 1.86%. VTSAX: Holds over 3500 (large-, medium-, small-cap) Dividend yield of 1.82%. Report Post | Recommend it! Compare and contrast: VFIAX vs VTSMX. (Invest 10-15k) I'm assuming most of these are leaning to stocks and not bonds. (Invest 15-20k) VGSLX - 0.12% fees and 10k min. VTSAX: Holds over 3500 (large-, medium-, small-cap) VIGAX vs VFIAX. VFIAX has a higher 5-year return than VFINX (13.61% vs 13.49%). (Invest 20-30k) VIG - 0.08% fees. VIGAX is largely made up of Microsoft, Apple, Amazon, Alphabet, and Facebook, but also provides exposure to over 200 stocks. Good news: this fund does not have 12b1, front-end or back-end sales fees. Our quantitative analysis shows 7 reasons to buy and 0 reasons to sell it, resulting in the Finny Score of 100. See Vanguard Growth Index Fund (VIGAX) mutual fund ratings from all the top fund analysts in one place. Dividend yield of 1.93%. VFIAX expense ratio is 0.04%. Below is the comparison between VFIAX and IVV. Therefore, there would be no tax drag on money in a Traditional or Roth IRA. VTSAX profile: The Fund seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. Both VFIAX and VFINX are mutual funds. They hold the exact same collection of stocks (every individual publicly traded stock in the U.S.), they have the exact same dividend yield, and they earn the exact same annual returns. VFIAX has a lower 5-year return than VTSAX (13.61% vs 13.65%). VTSAX vs. VFIAX: Total Stock Market vs. S&P 500 Most index investors choosing a U.S. stock index fund typically choose one that replicates either the S&P 500 or a total stock market index. Below is the comparison between VFIAX and VTSAX. What is VFIAX tax efficiency (tax-cost ratio)? 3-Month 1.94% 3.99%. The primary difference between VTSAX vs VIGAX is the type of stocks they invest in. A traditional IRA or Roth IRA would not be considered a taxable account because they are both tax-advantaged accounts. VFIAX has a lower 5-year return than VOOG (13.61% vs 16.93%). What are VFIAX historical returns? The primary difference between Vanguard Growth Index Fund Admiral Shares (VIGAX) and Vanguard 500 Index Fund Admiral Shares (VFIAX) is the target index fund they desire to track. If you're already a Vanguard client: Call 800-888-3751. The fund was created in 1992, it currently has an expense ratio of 0.04% and offers exposure to over 3600 stocks. Dividend yield of 1.93%. Save my name, email, and website in this browser for the next time I comment. For further information, check out VFIAX vs SPY comparison details. VTI vs. VTSAX: Identical Investments. VFIAX has a higher expense ratio than VTI (0.04% vs 0.03%). The tax drag on a portfolio that large can add up over the years. VTI profile: The Fund seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. VIGAX's standard deviation over the past three years is 12.61% compared to the category average of 10.41%. 8. Vanguard Total Stock Market Index Fund (VTSAX) provides investors with exposure to the entire U.S. equity market. (Invest 20-30k) VFIAX - 0.04% fees and 10k min. I’ve covered a comparison of many of the Vanguard’s most popular funds. 3-Year 21.58% 19.05%. Also, any thoughts as to whether it’s better to invest in the Mutual Fund or ETF version for each of these? The difference between an Index Fund (ETF) and a Mutual Fund. vs 1) VFIAX Vanguard 500 Index Fund Admiral Shares, ER 0.05% $10k minimum 2) VIMAX Vanguard Mid-Cap Index Fund Admiral Shares, ER 0.09% $10k minimum 3) VSMAX Vanguard Small-Cap Index Fund Admiral Shares, ER 0.09% $10k minimum I currently have the latter 3. Start a free trial. 1 (Strong Buy) A+ (Buy) How We Rank The Best Funds. Thank you! 1-Month 10.53% 10.89%. The Fund invests by holding a collection of securities that approximates the Index. vigrx vs vtsax. VFIAX front-end sales load is 0. VTSAX vs. VFIAX: Differences in Composition. The Fund employs an indexing investment approach. Both VFIAX and VTSAX are mutual funds. SCORECARD. I would consider investing in the admiral fund or ETF about the same it just depends on your preference. So VIGAX aims for high growth companies while VTSAX aims for a more total stock market approach. I also share how you can take advantage of these two funds to get a higher return and pay fewer taxes! Are you looking to buy or sell VFIAX? VFIAX has 508 stock holdings and 4 bond holdings. 5. VTSAX vs. VFIAX: Differences in Composition. The Fund attempts to replicate the target index by investing all of its assets in the stocks that make up the Index with the same approximate weightings as the Index. The Vanguard 500 Index Fund Admiral Shares (MUTF: VFIAX) charges an annual expense ratio of just 0.04%, or $4 on a $10,000 investment. VIGAX and VFIAX are can both very good investments depending on your investment goals. For further information, check out VFIAX vs VTSAX comparison details. Total Net Assets of $500.7 billion. VIGAX vs VFIAX. 10. Re: VFIAX vs. VDIGX The annual income returns from the Vanguard web site for the funds indicate that VGHAX has had no "extra juice" in terms of income relative to VWIAX. Re: VIGAX vs VTSAX Post by ray333 » Thu Mar 30, 2017 10:48 pm jimb_fromATL wrote: Unless you're just going to invest a single lump sum, the results for DCA (Dollar Cost Averaging) may be more important in the long run. In this article, we break down what we think are the best Vanguard funds while balancing both performance and cost. They both have rock bottom expense ratios (0.05% & 0.04%). Below is the comparison between VFIAX and SWPPX. So if you are planning to invest in a taxable account I would strongly recommend thinking about the tax drag of your investment choice. No. which one can i do for my roth? The Fund invests by holding a collection of securities that approximates the Index. Or perhaps you’re looking for VFIAX fact sheet, and learn about its alternatives? … Trailing Returns (%) Vs. Benchmarks. Learn about Vanguard Equity Income Fund Investor Shares and Vanguard Dividend Growth Fund, and the main differences between these two top-performing funds. The ETF alternatives to VFIAX listed below consist of (1) ETFs which track S&P 500 Index, and (2) ETFs which track other indexes in the same ETFdb.com Category as S&P 500 Index. These 3 Vanguard Index Funds are the worst compared to VTSAX. ETF’s price fluctuate during trading hours while admiral funds transactions occur after the market has closed. Finny Score is 100. This was my comparison between VTSAX vs VFIAX! Both VFIAX and VIGAX are mutual funds. You might want to begin with Vanguard Small-Cap Value Index Admiral (VSIAX). Uses a replication strategy to try to track the Index, which includes approximately 77% of the market capitalization of all publicly traded US equity securities. So, either option is a great investment for financial independence. Plums and Pitfalls From Abroad. The downside to a growth strategy is higher volatility. The top 10 holdings represent 27.94% of total assets. For further information, check out VFIAX vs VTI comparison details. First, let’s quickly discuss what an Index Fund (ETF) and a Mutual Fund are. Stubble; Posts: 227; VTSAX vs VFIAX « on: November 13, 2013, 03:46:11 PM » So I have invested in the 500 index fund, VFIAX, per MMM's blog post recommendation, and was ready to set up my auto-investments. VFIAX has a higher 5-year return than VOO (13.61% vs 13.44%). VFIAX and IVV have the same expense ratio (0.04%). Author Topic: VTSAX vs VFIAX (Read 41649 times) Stache In Training. 5 … VFIAX vs VTSAX. I’m interested in investing in both funds, one in my Traditional IRA and for my Roth IRA. Just want to make sure I’m clear about which fund is best for which IRA. VTSAX in my SEP/Traditional IRA. VIGAX | A complete Vanguard Growth Index Fund;Admiral mutual fund overview by MarketWatch. Walker Richardson. VFIAX has a higher 5-year return than VTI (13.61% vs 13.46%). The primary difference between VFIAX and Vanguard Total Stock Market Index Fund is what the index fund is composed of. VOO profile: The Fund seeks to track the performance of its benchmark index, the S&P 500. Today we will compare VIGAX vs VFIAX and help you determine which one is best for you. VIGAX in my Roth IRA. Monday through Friday 8 a.m. to 8 p.m., Eastern time Learn about VIGRX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. In general, the relationship is as follows: As an investor, you can use this information to meet your investment goals. If you liked this article, be sure to subscribe, share the article, and check out my popular articles. Great article. VFIAX has a lower expense ratio than SPY (0.04% vs 0.09%). IVV profile: The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P 500 Index. 7:13p. Does VFIAX have any sales loads or 12b-1 distribution expenses? What are VFIAX buy reasons? Taxed at 20% equals a tax bill of $18.60 for the year, A $10,000 investment in VFIAX results in $221/year in dividends. Despite theory, despite talk, it really didn't make much difference. I don't plan on touching this money in my Roth IRA for the next 30+ years, so I really want something that will grow. For further information, check out VFIAX vs SWPPX comparison details. Here are the top holdings: 3. And yes making sure to shelter your dividends in a tax advantaged account (401k, roth, etc..) goes a long way! The Best-Performing Index Funds to Consider. VFIAX is a mutual fund, whereas SPY is an ETF. See Vanguard Small Cap Growth Index Fund (VSGAX) mutual fund ratings from all the top fund analysts in one place. Then, you will be well on your way to Financial Independence and Early Retirement! VFIAX aims to track the S&P 500 Index which makes it a great core equity holding in a portfolio. There are 509 stocks in the index, though, because some companies have more than one “class” of stock. This makes VIGAX is a great option for those looking to pay fewer taxes. VFIAX is the way to go because of partial share investment! VFIAX 12b-1 distribution fee is 0. Growth stocks don’t usually pay out dividends because they are focusing on reinvesting that money into the business. As an investment, VTI and VTSAX are completely identical. Before we jump in, it’s important to … YTD 34.51% 30.19%. Get All My Free Resources For Financial Independence! Learn about VFIAX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. What is VFIAX performance? 5 … How ETFdb.com has selected ETF alternatives to VFIAX: The mutual fund VFIAX has been benchmarked by Vanguard against an index, S&P 500 Index, in its fund prospectus. Vanguard Growth Index Admiral VIGAX Morningstar Analyst Rating Analyst rating as of Jul 20, 2020. Below is the comparison between VFIAX and VIGAX. The Fund employs an indexing investment approach to track the performance of the CRSP US Total Market Index. VFIAX has a lower expense ratio than VIGAX (0.04% vs 0.05%). For further information, check out VFIAX vs VOOG comparison details. For investors looking for a more diversified portfolio, VTSAX is the better choice because it holds a much larger portfolio of securities compared to VFIAX which is limited to holding S&P 500 companies only. If you are investing in a taxable account you can lower the “tax drag” of your portfolio by investing in funds that pay fewer dividends. VTSMX profile: The Fund seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. Here is how that $25.60 can compound over 40 years: The calculator shows that a small amount of $25.60 can compound to $5,468! Here is a comparison of the performance of VIGAX vs VFIAX: So usually, growth stocks offer higher performance returns but at a trade-off of higher volatility. What is VFIAX minimum initial investment amount? Vanguard 500 Index Fund Admiral Shares (VFIAX) is the admiral version of the Vanguard S&P 500 ETF (VOO). 1-Year 38.69% 33.58%. Find real-time VIGAX - Vanguard Growth Index Fund Admiral Shares stock quotes, company profile, news and forecasts from CNN Business. VIGAX has a higher 5-year return than VFIAX (19.67% vs 14.76%). 7-day free trial: Get unlimited comparisons, and stock, ETF and mutual fund analyses for just $15 a month, without ads. The Fund attempts to replicate the target index by investing all of its assets in the stocks that make up the Index with the same approximate weightings as the Index. The Fund attempts to replicate the target index by investing all of its assets in the stocks that make up the Index with the same approximate weightings as the Index. This is how their dividend yield compares: In a taxable account, dividends are taxed at varying rates. 3-Month 1.94% 3.99%. 9. Return VIGAX Category. VFIAX has a lower expense ratio than VFINX (0.04% vs 0.14%). Subscribe, share the article, be sure to subscribe, share the article, be sure to subscribe share... Be considered a taxable account so I look for Funds with low yields to minimize taxes investing... 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