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Vanguard Value Index Inv (VIVAX) Fund Ranking and Research

Ranking, Research and Recommendation of Vanguard Value Index Inv (VIVAX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Vanguard Value Index Inv Fund (VIVAX) ManagerFund Manager - Gerard O’Reilly

Fund Manager Information

Fund Manager Tenure: 23.4 years
Similar Funds: VIVIX 
Fund Family: Vanguard
Fund Category: Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.78)     (What does this score mean?)

 

Graph of Vanguard Value Index Inv Fund (VIVAX) ProfileVanguard Value Index Inv Fund (VIVAX) Profile

Fund Profile and Description

Vanguard Value Index Inv Fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization value stocks. Vanguard Value Index Inv Fund employs a passive management investment approach designed to track the performance of the MSCI US Prime Market Value Index, a broadly diversified index of the stocks of large U.S. companies. It attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

 

Vanguard Value Index Inv (VIVAX) Fund Strength What we like about Vanguard Value Index Inv (VIVAX) Fund

Data for Vanguard Value Index Inv Fund (VIVAX) as of May 30, 2016

  • Vanguard Value Index Inv Fund (VIVAX) management has been with Vanguard Value Index Inv Fund for 23.4 years
  • Vanguard Value Index Inv Fund (VIVAX) has good short-term performance (1-year return 1.16% vs -2.36% Large Value category median performance)
  • Vanguard Value Index Inv Fund (VIVAX) has good mid-term performance (3-year return 9.70% vs 7.81% Large Value category median performance)
  • Vanguard Value Index Inv Fund (VIVAX) has good Long-term performance (5-year return 10.63% vs 9.15% Large Value category median performance)
  • Vanguard Value Index Inv Fund (VIVAX) ratio of up-years vs down years is greater than 2
  • Vanguard Value Index Inv Fund (VIVAX) has a Morningstar rating of 4 and above
  • Asset base in Vanguard Value Index Inv Fund (VIVAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Vanguard Value Index Inv Fund (VIVAX) has an annual stock turnover rate of 8.00% vs Large Value average of 44.24%. It is good that Vanguard Value Index Inv management does not trade extensively for its return.
  • Vanguard Value Index Inv Fund (VIVAX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.88, lower than category average of 11.7
  • Vanguard Value Index Inv Fund (VIVAX) has a lower expense ratio than its Large Value average: 0.22% vs 1.10%
  • Vanguard Value Index Inv Fund (VIVAX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Vanguard Value Index Inv Fund (VIVAX) Weakness What we are cautious about Vanguard Value Index Inv (VIVAX) Fund

Data for Vanguard Value Index Inv Fund (VIVAX) as of May 30, 2016

See Vanguard Value Index Inv Fund (VIVAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Vanguard Value Index Inv Fund (VIVAX)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 Value Index Inv4.321.169.7010.63
American Funds Washington Mutual R6 (RWMGX)4.012.339.9611.35Compare
Invesco Diversified Dividend A (LCEAX)6.815.3410.8311.26Compare
AB Growth and Income A (CABDX)2.632.169.1511.11Compare

See top fund managers for Large Value Category Funds

 

Compare Vanguard Value Index Inv Fund (VIVAX)Compare with Large Value category ETFs

Some Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard High Dividend Yield ETF (VYM)6.38%4.49%10.76%
WisdomTree Total Dividend ETF (DTD)6.26%3.08%10.25%
Schwab US Large-Cap Value ETF (SCHV)5.45%2.83%9.22%
iShares Morningstar Large-Cap Value (JKF)6.37%2.65%8.24%
WisdomTree Dividend ex-Financials ETF (DTN)8.12%2.21%9.53%

 

Graph of Vanguard Value Index Inv Fund (VIVAX) Net Asset TrackingVanguard Value Index Inv (VIVAX) Fund Net Asset

Track net asset change of Vanguard Value Index Inv fund (VIVAX)

DateNet Asset
05/2016$41.64B
03/2016$39.36B
02/2016$36.86B
More historic net asset information on Vanguard Value Index Inv Fund (VIVAX)

  

Graph of Vanguard Value Index Inv Fund (VIVAX) Portfolio TrackingVanguard Value Index Inv (VIVAX) Fund Portfolio Allocation

Track portfolio allocation change of Vanguard Value Index Inv fund (VIVAX)

DateCashStockBondOther
04/20160.08%99.92%0%0%
03/20160.05%99.95%0%0%
01/20160.05%99.95%0%0%
Click here to see more historic asset allocation information on Vanguard Value Index Inv Fund (VIVAX)

 

graph of Vanguard Value Index Inv Fund (VIVAX) Top 10 Position TrackingTop 10 Holdings in Vanguard Value Index Inv (VIVAX) Fund

Discover what Vanguard Value Index Inv Fund (VIVAX) manager is buying

Apr 29, 2016
Microsoft Corporation [3.8%]
Exxon Mobil Corporation Common [3.72%]
Johnson & Johnson Common Stock [3.13%]
General Electric Company Common [2.94%]
Berkshire Hathaway Inc B [2.81%]
AT&T Inc. [2.42%]
JP Morgan Chase & Co. Common St [2.35%]
Wells Fargo & Company Common St [2.31%]
Procter & Gamble Company (The) [2.19%]
Verizon Communications Inc. Com [2.1%]

Mar 30, 2016
Microsoft Corporation [4.26%]
Exxon Mobil Corporation Common [3.57%]
General Electric Company Common [3.08%]
Johnson & Johnson Common Stock [3.07%]
Berkshire Hathaway Inc B [2.78%]
AT&T Inc. [2.47%]
Procter & Gamble Company (The) [2.29%]
Wells Fargo & Company Common St [2.27%]
Verizon Communications Inc. Com [2.26%]
JP Morgan Chase & Co. Common St [2.23%]

Jan 30, 2016
Microsoft Corporation [4.47%]
Exxon Mobil Corporation Common [3.46%]
Johnson & Johnson Common Stock [3.09%]
General Electric Company Common [2.94%]
Berkshire Hathaway Inc B [2.65%]
Wells Fargo & Company Common St [2.47%]
Procter & Gamble Company (The) [2.38%]
AT&T Inc. [2.37%]
JP Morgan Chase & Co. Common St [2.34%]
Verizon Communications Inc. Com [2.16%]
Click here for Stock Holding Change Map in Vanguard Value Index Inv Fund (VIVAX)

  

Latest News on Vanguard Value Index Inv (VIVAX) Fund

See what is happening with Vanguard Value Index Inv Fund (VIVAX)

 

Vanguard Value Index Inv Fund (VIVAX) Related ResourcesSee more information on Vanguard Value Index Inv (VIVAX) Fund

Popular pages on Vanguard Value Index Inv (VIVAX) Fund

  

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