Vanguard 500 Index Fund (VFINX) Holdings - Yahoo Finance (2024)

FAQs

Is VFINX a good investment? ›

VFINX has a 5-year annualized total return of 9.39% and it sits in the top third among its category peers. If you're interested in shorter time frames, do not dismiss looking at the fund's 3-year annualized total return of 9.73%, which places it in the middle third during this time-frame.

Overall Rating

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

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.

The Vanguard S&P 500 ETF (VOO 0.08%) is one of the best ways to invest in the S&P 500, which has been a pretty smart strategy over the long term. Since 1965, the S&P 500 has produced a total return of 10.2% annualized. The Vanguard ETF has an expense ratio of just 0.03%, so you get to keep most of your gains.

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.

Best Vanguard Funds for Aggressive Investors: Vanguard Explorer (VEXPX) Click to Enlarge If you want to turn up the growth potential and you want to go all-the-way aggressive, look no further than Vanguard Explorer (MUTF:VEXPX).

Is Vfinx closed to new investors? ›

Closed to new investors.

The Vanguard 500 Index Fund Admiral Class (VFIAX) and the SPDR S&P 500 ETF (SPY) are similar investment products. Both track the S&P 500, a U.S. stock index comprising 500 companies with the largest market capitalizations. Both funds have expense ratios significantly lower than those of the average fund.

Nonetheless, history has shown that buying and holding a low-cost S&P tracking vehicle is a great way to get rich slowly. The Vanguard 500 Index Fund is one of the best choices for investors who value low costs.

VFINX pays a dividend of $1.42 per share. VFINX's annual dividend yield is 1.48%.

The minimum initial investment is $3,000.

The average price target is $541.00 with a high forecast of $634.42 and a low forecast of $444.19. The average price target represents a 10.35% change from the last price of $490.27.

Closed to new investors.