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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: $30.47 on 8/28/2015, Change: -0.03 (-0.1%)

 

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

Fund Manager Information

Fund Manager Tenure: 9.4 years
Fund Family: Vanguard
Fund Category: Large Blend
Fund Performance: Jul 30, 2015
Fundmojo Fund Grade: C (Score: 0.5)     (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 Jul 30, 2015

  • Vanguard Dividend Appreciation Idx Inv Fund (VDAIX) management has been with Vanguard Dividend Appreciation Idx Inv Fund for 9.4 years
  • 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 46.02%. It is good that Vanguard Dividend Appreciation Idx Inv management does not trade extensively for its return.
  • Vanguard Dividend Appreciation Idx Inv Fund (VDAIX) has a lower expense ratio than its Large Blend average: 0.20% vs 1.05%
  • 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 Jul 30, 2015

  • Vanguard Dividend Appreciation Idx Inv Fund (VDAIX) has a less-than-ideal short-term performance (1-year return 8.73% vs 9.89% Large Blend category median performance)
  • Vanguard Dividend Appreciation Idx Inv Fund (VDAIX) has a less-than-ideal mid-term performance (3-year return 13.90% vs 17.06% Large Blend category median performance)
  • Vanguard Dividend Appreciation Idx Inv Fund (VDAIX) has a less-than-ideal Long-term performance (5-year return 13.70% vs 15.01% 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
  • Vanguard Dividend Appreciation Idx Inv Fund (VDAIX) is more volatile than its peers as it has a 3-year Standard Deviation of 9.38 that is higher than category average of 8.96
See Vanguard Dividend Appreciation Idx Inv Fund (VDAIX) performance details as of Jul 30, 2015

 

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-0.068.7313.9013.70
Fidelity Spartan Total Market Index F (FFSMX)3.6211.2017.8716.31Compare
Franklin Focused Core Equity A (FCEQX)9.2116.8424.5416.17Compare
Janus Contrarian D (JACNX)-5.432.8720.5112.25Compare

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
ProShares Large Cap Core Plus (CSM)1.71%9.63%18.93%
PowerShares Russell Top 200 Equal Wt ETF (EQWL)0.86%9.27%16.90%
Guggenheim S&P 500 Equal Weight ETF (RSP)1.44%9.22%19.40%
WisdomTree Total Earnings ETF (EXT)0.96%9.06%17.10%
AdvisorShares Madrona Domestic ETF (FWDD)2.41%8.92%20.89%

 

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
07/2015$24.54B
05/2015$24.94B
04/2015$24.83B
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
06/20150.58%99.42%0%0%
03/20150.04%99.96%0%0%
01/20150.36%99.64%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

Jun 29, 2015
Microsoft Corporation [4.18%]
Johnson & Johnson Common Stock [3.95%]
International Business Machines [3.85%]
Procter & Gamble Company (The) [3.81%]
Coca-Cola Company (The) Common [3.76%]
Wal-Mart Stores, Inc. Common St [3.51%]
Pepsico, Inc. Common Stock [3.32%]
CVS Health Corporation Common S [2.83%]
Medtronic plc. Ordinary Shares [2.53%]
QUALCOMM Incorporated [2.48%]

Mar 30, 2015
Wal-Mart Stores, Inc. Common St [3.99%]
Johnson & Johnson Common Stock [3.99%]
Procter & Gamble Company (The) [3.91%]
Coca-Cola Company (The) Common [3.81%]
Microsoft Corporation [3.77%]
International Business Machines [3.73%]
Pepsico, Inc. Common Stock [3.33%]
CVS Health Corporation Common S [2.73%]
QUALCOMM Incorporated [2.69%]
Medtronic plc. Ordinary Shares [2.61%]

Jan 30, 2015
Wal-Mart Stores, Inc. Common St [4.3%]
Pepsico, Inc. Common Stock [4.14%]
Johnson & Johnson Common Stock [4.11%]
Coca-Cola Company (The) Common [4.08%]
Exxon Mobil Corporation Common [3.44%]
CVS Health Corporation Common S [3.36%]
International Business Machines [3.13%]
3M Company Common Stock [3.12%]
QUALCOMM Incorporated [3.06%]
United Technologies Corporation [3.04%]
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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Dean L. Boebinger

Houston, TX
(281) 378-8008
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