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Vanguard Dividend Appreciation Idx Inv (VDAIX) Fund Ranking and Research

Ranking, Research and Recommendation of Vanguard Dividend Appreciation Idx Inv (VDAIX) Fund

    Last Trade: $29.74 on 2/12/2016, Change: +0.52 (1.78%)

 

Graph of Vanguard Dividend Appreciation Idx Inv Fund (VDAIX) ManagerFund Manager - Ryan E. Ludt

Fund Manager Information

Fund Manager Tenure: 9.8 years
Fund Family: Vanguard
Fund Category: Large Blend
Fund Performance: Jan 30, 2016
Fundmojo Fund Grade: C (Score: 0.56)     (What does this score mean?)

 

Graph of Vanguard Dividend Appreciation Idx Inv Fund (VDAIX) ProfileVanguard Dividend Appreciation Idx Inv Fund (VDAIX) Profile

Fund Profile and Description

Vanguard Dividend Appreciation Idx Inv Fund seeks to track the performance of the Mergent Dividend Achievers Select index. Vanguard Dividend Appreciation Idx Inv Fund attempts to replicate the target index by investing all, or substantially all, of assets in the stocks that make up the index, holding each stock in approximately the same proportion as weighting in the index. The index measures the investment return of common stocks of companies that have a record of increasing dividends over time.

 

Vanguard Dividend Appreciation Idx Inv (VDAIX) Fund Strength What we like about Vanguard Dividend Appreciation Idx Inv (VDAIX) Fund

Data for Vanguard Dividend Appreciation Idx Inv Fund (VDAIX) as of Jan 30, 2016

  • Vanguard Dividend Appreciation Idx Inv Fund (VDAIX) management has been with Vanguard Dividend Appreciation Idx Inv Fund for 9.8 years
  • Vanguard Dividend Appreciation Idx Inv Fund (VDAIX) has good short-term performance (1-year return -0.93% vs -2.91% Large Blend category median performance)
  • Vanguard Dividend Appreciation Idx Inv Fund (VDAIX) has good Long-term performance (5-year return 9.61% vs 9.43% Large Blend category median performance)
  • Vanguard Dividend Appreciation Idx Inv Fund (VDAIX) ratio of up-years vs down years is greater than 2
  • Vanguard Dividend Appreciation Idx Inv Fund (VDAIX) has an annual stock turnover rate of 20.00% vs Large Blend average of 45.95%. It is good that Vanguard Dividend Appreciation Idx Inv management does not trade extensively for its return.
  • Vanguard Dividend Appreciation Idx Inv Fund (VDAIX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.56, lower than category average of 10.98
  • Vanguard Dividend Appreciation Idx Inv Fund (VDAIX) has a lower expense ratio than its Large Blend average: 0.20% vs 1.03%
  • Vanguard Dividend Appreciation Idx Inv Fund (VDAIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Vanguard Dividend Appreciation Idx Inv Fund (VDAIX) Weakness What we are cautious about Vanguard Dividend Appreciation Idx Inv (VDAIX) Fund

Data for Vanguard Dividend Appreciation Idx Inv Fund (VDAIX) as of Jan 30, 2016

  • Vanguard Dividend Appreciation Idx Inv Fund (VDAIX) has a less-than-ideal mid-term performance (3-year return 8.58% vs 9.69% Large Blend category median performance)
  • Vanguard Dividend Appreciation Idx Inv Fund (VDAIX) has a Morningstar rating of 3 and below
  • Vanguard Dividend Appreciation Idx Inv Fund (VDAIX) is less safe compared to its Large Blend peers
  • Asset base in Vanguard Dividend Appreciation Idx Inv Fund (VDAIX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Vanguard Dividend Appreciation Idx Inv Fund (VDAIX) performance details as of Jan 30, 2016

 

What do you think?

 

Compare Vanguard Dividend Appreciation Idx Inv Fund (VDAIX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Vanguard Dividend Appreciation Idx Inv-2.31-0.938.589.61
INTECH US Mgd Volatility T (JRSTX)-2.340.1211.8411.52Compare
Bridgeway Blue Chip 35 Index (BRLIX)-4.111.3410.7910.93Compare
Columbia Contrarian Core A (LCCAX)-4.831.5411.9511.25Compare

See top fund managers for Large Blend Category Funds

 

Compare Vanguard Dividend Appreciation Idx Inv Fund (VDAIX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares MSCI USA Minimum Volatility (USMV)-1.39%4.51%12.96%
Guggenheim Russell Top 50 Mega Cap ETF (XLG)-4.19%3.41%11.21%
iShares S&P 100 (OEF)-4.73%1.07%10.95%
ProShares Large Cap Core Plus (CSM)1.06%1.06%17.23%
PowerShares S&P 500 BuyWrite ETF (PBP)-4.88%0.61%4.72%

 

Graph of Vanguard Dividend Appreciation Idx Inv Fund (VDAIX) Net Asset TrackingVanguard Dividend Appreciation Idx Inv (VDAIX) Fund Net Asset

Track net asset change of Vanguard Dividend Appreciation Idx Inv fund (VDAIX)

DateNet Asset
01/2016$22.86B
12/2015$23.42B
11/2015$23.64B
More historic net asset information on Vanguard Dividend Appreciation Idx Inv Fund (VDAIX)

  

Graph of Vanguard Dividend Appreciation Idx Inv Fund (VDAIX) Portfolio TrackingVanguard Dividend Appreciation Idx Inv (VDAIX) Fund Portfolio Allocation

Track portfolio allocation change of Vanguard Dividend Appreciation Idx Inv fund (VDAIX)

DateCashStockBondOther
12/20150.02%99.98%0%0%
11/20150.01%99.99%0%0%
09/20150.07%99.93%0%0%
Click here to see more historic asset allocation information on Vanguard Dividend Appreciation Idx Inv Fund (VDAIX)

 

graph of Vanguard Dividend Appreciation Idx Inv Fund (VDAIX) Top 10 Position TrackingTop 10 Holdings in Vanguard Dividend Appreciation Idx Inv (VDAIX) Fund

Discover what Vanguard Dividend Appreciation Idx Inv Fund (VDAIX) manager is buying

Dec 30, 2015
Microsoft Corporation [5.35%]
Johnson & Johnson Common Stock [4.24%]
Coca-Cola Company (The) Common [4.2%]
Procter & Gamble Company (The) [3.95%]
Pepsico, Inc. Common Stock [3.62%]
International Business Machines [3.33%]
Wal-Mart Stores, Inc. Common St [3.09%]
CVS Health Corporation Common S [2.69%]
Medtronic plc. Ordinary Shares [2.68%]
3M Company Common Stock [2.34%]

Nov 29, 2015
Microsoft Corporation [5.19%]
Johnson & Johnson Common Stock [4.14%]
Coca-Cola Company (The) Common [4.13%]
Procter & Gamble Company (The) [3.68%]
Pepsico, Inc. Common Stock [3.59%]
International Business Machines [3.34%]
Wal-Mart Stores, Inc. Common St [2.94%]
Medtronic plc. Ordinary Shares [2.6%]
CVS Health Corporation Common S [2.56%]
3M Company Common Stock [2.41%]

Sep 29, 2015
Microsoft Corporation [4.5%]
Coca-Cola Company (The) Common [4.13%]
Johnson & Johnson Common Stock [4.06%]
Procter & Gamble Company (The) [3.77%]
International Business Machines [3.69%]
Pepsico, Inc. Common Stock [3.6%]
Wal-Mart Stores, Inc. Common St [3.44%]
CVS Health Corporation Common S [2.79%]
Medtronic plc. Ordinary Shares [2.46%]
Walgreens Boots Alliance, Inc. [2.33%]
Click here for Stock Holding Change Map in Vanguard Dividend Appreciation Idx Inv Fund (VDAIX)

  

Latest News on Vanguard Dividend Appreciation Idx Inv (VDAIX) Fund

See what is happening with Vanguard Dividend Appreciation Idx Inv Fund (VDAIX)

 

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