VFIAX - Vanguard 500 Index Fund Admiral Shares (2024)

FAQs

Is Vanguard 500 Index Fund admiral shares a good investment? ›

Overall Rating. Morningstar has awarded this fund 4 stars based on its risk-adjusted performance compared to the 1294 funds within its Morningstar Category.

The fund offers exposure to 500 of the largest U.S. companies, which span many different industries and account for about three-fourths of the U.S. stock market's value.

The fund employs an indexing investment approach designed to track the performance of the Standard & Poor's 500 Index, a widely recognized benchmark of U.S. stock market performance that is dominated by the stocks of large U.S. companies.

Benefits of owning Admiral Shares™ include:

Making investing more affordable for everyone- Admiral Shares™ combine low expense ratios with low investment minimums. Enjoying expense ratios that are, on average, 52% lower than our standard Investor Share class and 72% lower than the industry average. **

VFIAX pays a dividend of $1.54 per share. VFIAX's annual dividend yield is 1.56%. When is Vanguard 500 Index Fd Admiral Shs ex-dividend date? Vanguard 500 Index Fd Admiral Shs's previous ex-dividend date was on Mar 22, 2024.

The fund normally distributes its dividend income quarterly and its capital gains annually.

Both VFAIX and VOO offer broad market exposure with similar risk profiles. However, VFAIX's slightly higher expense ratio means it might slightly underperform VOO over the long term. Still, because both of these ETFs track the same index, their differences are very subtle.

A low-cost pick for passively tracking the S&P 500 index is VFIAX. This mutual fund replicates the index by purchasing all of its constituent stocks. The result is both low fees, with a 0.04% expense ratio, and a low 2.1% portfolio turnover rate. However, VFIAX does require a $3,000 minimum investment.

What is the average return of Vanguard 500 Index Fund? ›

Fund Performance

The fund has returned 10.10 percent over the past year, 10.32 percent over the past three years, 10.97 percent over the past five years and 11.14 percent over the past decade.

VTSAX is quite a bit more diversified than VFIAX as it maintains exposure to the total US stock market, whereas VFIAX only holds large-cap stocks that make up the S&P 500. Therefore, choosing between VTSAX and VFIAX depends on personal preference and investment goals.

Both VFIAX, a mutual fund, and SPY, an ETF, seek to track the S&P 500. The SPY ETF may have a slight tax advantage over the VFIAX mutual fund since it's not actively managed, meaning there's less buying and selling of trades. VFIAX and SPY are generally considered strong investments, especially for passive investors.

Top performing investment funds owned by Vanguard worldwide 2024, by one-year return. As of May 2024, the Vanguard Communication Services Index Fund provided the highest one-year return rate. The Vanguard Mega Cap Growth Index ranked second having a one-year return rate of 37.4 percent.

Admiral Group PLC has a consensus rating of Moderate Buy, which is based on 4 buy ratings, 2 hold ratings and 1 sell ratings. The average share price target for Admiral Group PLC is 2,961.14p. This is based on 7 Wall Streets Analysts 12-month price targets, issued in the past 3 months.