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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: $32.51 on 12/19/2014, Change: +0.05 (0.15%)

 

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

Fund Manager Information

Fund Manager Tenure: 8.7 years
Fund Family: Vanguard
Fund Category: Large Blend
Fund Performance: Nov 29, 2014
Fundmojo Fund Grade: C (Score: 0.55)     (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 Nov 29, 2014

  • Vanguard Dividend Appreciation Idx Inv Fund (VDAIX) management has been with Vanguard Dividend Appreciation Idx Inv Fund for 8.7 years
  • Vanguard Dividend Appreciation Idx Inv Fund (VDAIX) ratio of up-years vs down years is greater than 2
  • Asset base in Vanguard Dividend Appreciation Idx Inv Fund (VDAIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Vanguard Dividend Appreciation Idx Inv Fund (VDAIX) has an annual stock turnover rate of 3.00% vs Large Blend average of 42.40%. 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 8.84, lower than category average of 9.74
  • Vanguard Dividend Appreciation Idx Inv Fund (VDAIX) has a lower expense ratio than its Large Blend average: 0.20% vs 1.09%
  • 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 Nov 29, 2014

  • Vanguard Dividend Appreciation Idx Inv Fund (VDAIX) has a less-than-ideal short-term performance (1-year return 11.90% vs 14.96% Large Blend category median performance)
  • Vanguard Dividend Appreciation Idx Inv Fund (VDAIX) has a less-than-ideal mid-term performance (3-year return 16.73% vs 19.71% Large Blend category median performance)
  • Vanguard Dividend Appreciation Idx Inv Fund (VDAIX) has a less-than-ideal Long-term performance (5-year return 14.06% vs 14.56% 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
See Vanguard Dividend Appreciation Idx Inv Fund (VDAIX) performance details as of Nov 29, 2014

 

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 Inv9.7711.9016.7314.06
Fidelity Spartan Total Market Index F (FFSMX)12.5015.4420.7516.34Compare
Janus Contrarian D (JACNX)14.8317.1825.0714.48Compare
Alger Growth & Income Fund Class A (ALBAX)12.9715.9018.5913.62Compare

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
PowerShares S&P 500 BuyWrite (PBP)3.37%5.51%7.97%
ProShares Credit Suisse 130/30 (CSM)16.47%19.72%22.68%
iShares Morningstar Large Core Index (JKD)16.92%18.35%23.18%
Rydex S&P Equal Weight (RSP)13.74%17.02%21.85%
iShares MSCI USA ESG Select Index (KLD)14.27%16.98%17.98%

 

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
11/2014$25.40B
10/2014$24.50B
09/2014$24.07B
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
09/20140.09%99.91%0%0%
08/20140.01%99.99%0%0%
06/20140.04%99.96%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

Sep 29, 2014
Johnson & Johnson Common Stock [4.46%]
Coca-Cola Company (The) Common [4.3%]
Pepsico, Inc. Common Stock [4.18%]
Wal-Mart Stores, Inc. Common St [3.95%]
International Business Machines [3.95%]
Exxon Mobil Corporation Common [3.77%]
QUALCOMM Incorporated [3.73%]
United Technologies Corporation [2.85%]
CVS Health Corporation Common S [2.78%]
3M Company Common Stock [2.77%]

Aug 30, 2014
Johnson & Johnson Common Stock [4.3%]
Coca-Cola Company (The) Common [4.17%]
Pepsico, Inc. Common Stock [4.11%]
International Business Machines [3.96%]
Exxon Mobil Corporation Common [3.94%]
Wal-Mart Stores, Inc. Common St [3.86%]
QUALCOMM Incorporated [3.76%]
United Technologies Corporation [2.89%]
3M Company Common Stock [2.79%]
CVS Health Corporation Common S [2.74%]

Jun 29, 2014
Johnson & Johnson Common Stock [4.33%]
Coca-Cola Company (The) Common [4.22%]
Exxon Mobil Corporation Common [3.98%]
Pepsico, Inc. Common Stock [3.97%]
QUALCOMM Incorporated [3.91%]
Wal-Mart Stores, Inc. Common St [3.83%]
International Business Machines [3.73%]
United Technologies Corporation [3.08%]
3M Company Common Stock [2.77%]
CVS Caremark Corporation Common [2.6%]
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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