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Vanguard Equity-Income Inv (VEIPX) Fund Ranking and Research

Ranking, Research and Recommendation of Vanguard Equity-Income Inv (VEIPX) Fund

    Last Trade: $30.22 on 4/16/2014, Change: +0.26 (0.87%)

 

Graph of Vanguard Equity-Income Inv Fund (VEIPX) ManagerFund Manager - James Stetler

Fund Manager Information

Fund Manager Tenure: 10.3 years
Similar Funds: VEIRX 
Fund Family: Vanguard
Fund Category: Large Value
Fund Performance: Mar 30, 2014
Fundmojo Fund Grade: A+ (Score: 0.83)     (What does this score mean?)
Stetler is a Principal of Vanguard. He has been with Vanguard since 1982; worked in investment management since 1996; He has managed a portion of the Fund since 2003.  Get more insights on James Stetler

 

Graph of Vanguard Equity-Income Inv Fund (VEIPX) ProfileVanguard Equity-Income Inv Fund (VEIPX) Profile

Fund Profile and Description

Vanguard Equity-Income Inv Fund seeks an above-average level of current income and reasonable capital appreciation. Vanguard Equity-Income Inv Fund primarily invests in common stocks of medium-sized and large companies whose stocks pay above-average levels of dividend income and are considered to have the potential for capital appreciation. In addition, the advisors generally look for companies that they believe are committed to paying dividends consistently. Vanguard Equity-Income Inv Fund invests at least 80% of assets in stocks, also known as equity securities.

 

Vanguard Equity-Income Inv (VEIPX) Fund Strength What we like about Vanguard Equity-Income Inv (VEIPX) Fund

Data for Vanguard Equity-Income Inv Fund (VEIPX) as of Mar 30, 2014

  • Vanguard Equity-Income Inv Fund (VEIPX) management has been with Vanguard Equity-Income Inv Fund for 10.3 years
  • Vanguard Equity-Income Inv Fund (VEIPX) has good mid-term performance (3-year return 16.17% vs 13.27% Large Value category median performance)
  • Vanguard Equity-Income Inv Fund (VEIPX) has good Long-term performance (5-year return 21.69% vs 19.74% Large Value category median performance)
  • Vanguard Equity-Income Inv Fund (VEIPX) ratio of up-years vs down years is greater than 2
  • Vanguard Equity-Income Inv Fund (VEIPX) has a Morningstar rating of 4 and above
  • Asset base in Vanguard Equity-Income Inv Fund (VEIPX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Vanguard Equity-Income Inv Fund (VEIPX) has an annual stock turnover rate of 34.00% vs Large Value average of 43.48%. It is good that Vanguard Equity-Income Inv management does not trade extensively for its return.
  • Vanguard Equity-Income Inv Fund (VEIPX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.83, lower than category average of 13.1
  • Vanguard Equity-Income Inv Fund (VEIPX) has a lower expense ratio than its Large Value average: 0.30% vs 1.15%
  • Vanguard Equity-Income Inv Fund (VEIPX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Vanguard Equity-Income Inv Fund (VEIPX) Weakness What we are cautious about Vanguard Equity-Income Inv (VEIPX) Fund

Data for Vanguard Equity-Income Inv Fund (VEIPX) as of Mar 30, 2014

  • Vanguard Equity-Income Inv Fund (VEIPX) has a less-than-ideal short-term performance (1-year return 19.65% vs 21.03% Large Value category median performance)
See Vanguard Equity-Income Inv Fund (VEIPX) performance details as of Mar 30, 2014

 

What do you think?

 

Compare Vanguard Equity-Income Inv Fund (VEIPX)Compare with other top Large Value category mutual funds

Aadditional top Large Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Vanguard Equity-Income Inv2.3419.6516.1721.69
American Funds Washington Mutual R6 (RWMGX)1.9522.9715.4020.62Compare
Federated MDT Stock Instl (FMSTX)5.5329.7518.5022.82Compare
INTECH U.S. Value T (JRSTX)2.6022.3015.2921.69Compare

See top fund managers for Large Value Category Funds

 

Compare Vanguard Equity-Income Inv Fund (VEIPX)Compare with Large Value category ETFs

Some Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
Grail American Beacon Large Value ETF (GVT)6.18%25.80%15.02%
First Trust Large Cap Value Opp AlphaDEX (FTA)2.98%24.09%14.98%
First Trust Strategic Value Index (FDV)1.43%23.62%13.32%
RevenueShares Large Cap (RWL)1.43%23.44%15.87%
PowerShares FTSE RAFI US 1000 (PRF)2.34%22.85%14.90%

 

Graph of Vanguard Equity-Income Inv Fund (VEIPX) Net Asset TrackingVanguard Equity-Income Inv (VEIPX) Fund Net Asset

Track net asset change of Vanguard Equity-Income Inv fund (VEIPX)

DateNet Asset
03/2014$16.18B
02/2014$15.72B
01/2014$15.03B
More historic net asset information on Vanguard Equity-Income Inv Fund (VEIPX)

  

Graph of Vanguard Equity-Income Inv Fund (VEIPX) Portfolio TrackingVanguard Equity-Income Inv (VEIPX) Fund Portfolio Allocation

Track portfolio allocation change of Vanguard Equity-Income Inv fund (VEIPX)

DateCashStockBondOther
12/20131.19%97.89%0%0.92%
09/20131.92%92.43%0%5.65%
06/20132.6%96.61%0%0.79%
Click here to see more historic asset allocation information on Vanguard Equity-Income Inv Fund (VEIPX)

 

graph of Vanguard Equity-Income Inv Fund (VEIPX) Top 10 Position TrackingTop 10 Holdings in Vanguard Equity-Income Inv (VEIPX) Fund

Discover what Vanguard Equity-Income Inv Fund (VEIPX) manager is buying

Dec 30, 2013
Johnson & Johnson Common Stock [3.87%]
Exxon Mobil Corporation Common [3.72%]
Chevron Corporation Common Stoc [3.41%]
Wells Fargo & Company Common St [3.37%]
Microsoft Corporation [3.26%]
General Electric Company Common [2.76%]
JP Morgan Chase & Co. Common St [2.68%]
Merck & Company, Inc. Common St [2.6%]
Verizon Communications Inc. Com [2.37%]
Pfizer, Inc. Common Stock [2.12%]

Sep 29, 2013
Johnson & Johnson Common Stock [3.9%]
Chevron Corporation Common Stoc [3.53%]
Wells Fargo & Company Common St [3.27%]
Exxon Mobil Corporation Common [3.13%]
Microsoft Corporation [3.09%]
JP Morgan Chase & Co. Common St [2.87%]
General Electric Company Common [2.57%]
Merck & Company, Inc. Common St [2.57%]
Pfizer, Inc. Common Stock [2.16%]
United Technologies Corporation [2%]

Jun 29, 2013
Johnson & Johnson Common Stock [3.84%]
Chevron Corporation Common Stoc [3.63%]
Exxon Mobil Corporation Common [3.5%]
Microsoft Corporation [3.48%]
Wells Fargo & Company Common St [3.29%]
JP Morgan Chase & Co. Common St [3.01%]
Merck & Company, Inc. Common St [2.69%]
General Electric Company Common [2.57%]
Pfizer, Inc. Common Stock [2.2%]
AT&T Inc. [1.97%]
Click here for Stock Holding Change Map in Vanguard Equity-Income Inv Fund (VEIPX)

  

Latest News on Vanguard Equity-Income Inv (VEIPX) Fund

See what is happening with Vanguard Equity-Income Inv Fund (VEIPX)

 

Vanguard Equity-Income Inv Fund (VEIPX) Related ResourcesSee more information on Vanguard Equity-Income Inv (VEIPX) Fund

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