Vanguard Equity Income Admiral Shares Investment Overview

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The Vanguard Equity Income Admiral Shares is a popular investment option for those looking to generate regular income and grow their wealth over time. It's a type of mutual fund that invests in a diversified portfolio of stocks.

This fund is designed to provide a relatively stable source of income, with a focus on dividend-paying stocks. It's a great option for investors who are looking for a more conservative approach to investing in the stock market.

The Vanguard Equity Income Admiral Shares has a low expense ratio, which means you get to keep more of your investment returns. This fund is also actively managed, with a team of experienced investment professionals making decisions on your behalf.

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Dividend Information

The Vanguard Equity Income Admiral Shares (VEIRX) fund has a long history of paying dividends to its shareholders.

The fund's dividend growth in the last 12 months is 0.51%. This is a relatively modest growth rate, but it's still a positive sign for investors who are looking for a consistent source of income.

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The trailing 12-month yield of VEIRX is 3.06%, which is a significant return on investment. This means that if you invest $1,000 in the fund, you can expect to earn around $30 in dividend payments per year.

Here is a list of the fund's dividend payments over the past few years:

The fund's dividend payments have varied over the years, with some months seeing significantly higher payments than others.

Performance and Returns

The Vanguard Equity Income Admiral Shares has a long-term track record of delivering strong performance.

The fund has consistently outperformed its benchmark, the MSCI US Investable Market Index, over the past 10 years, with a 1.2% average annual excess return.

Its low expense ratio of 0.07% allows more of your investment to work for you, rather than going towards fees.

The fund's management team has a proven track record of generating income for shareholders, with a 4.5% average annual dividend yield over the past 5 years.

Over the past 10 years, the fund's dividend payout has grown at a compound annual growth rate of 8.5%, providing a relatively stable source of income for investors.

Fund Details

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The Vanguard Equity Income Admiral Shares fund has a net expense ratio of 0.07%. This is a relatively low expense ratio, which can help save you money in the long run.

The fund's investment minimum is $3,000, which is a bit higher than some other funds, but still relatively affordable for many investors.

The Vanguard Equity Income Admiral Shares fund has a total of 246 holdings, providing a diversified portfolio that can help spread out risk.

Comparison and Analysis

The Vanguard Equity Income Admiral Shares fund has a trailing 12-month yield of 3.06%, which is a decent return for investors seeking income. This yield is significantly higher than the average yield of most other investment options.

One way to assess the fund's performance is to examine its dividend growth. Over the last 12 months, the fund's dividend growth has been 0.51%, which is a relatively modest increase. However, the fund's dividend history shows that it has consistently paid out dividends over the years, with some notable exceptions.

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Here's a breakdown of the fund's dividend payments over the past few years:

As you can see from the table, the fund has paid out dividends on a regular basis, with some fluctuations in the amount paid out each quarter. This consistency is a positive sign for investors seeking a steady income stream.

Veirx vs. Voo - Performance Comparison

VEIRX and VOO have different risk-adjusted performance metrics, allowing for a more accurate comparison of these investment options.

The risk-adjusted performance comparison between VEIRX and VOO is presented in a table that assesses their returns in relation to their risk.

VEIRX and VOO have distinct growth patterns, as shown in the performance chart that compares the growth of an initial $10,000 investment in VEIRX to the performance of the S&P 500 index.

All prices in the performance chart have been adjusted for splits and dividends, providing a clear picture of the funds' performance over time.

The chart shows the growth of an initial investment of $10,000 in VEIRX, making it easy to visualize the fund's performance compared to the benchmark.

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Veirx vs. Voo - Dividend Comparison

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VEIRX's dividend yield for the trailing twelve months is around 2.78%, more than VOO's 1.21% yield. This significant difference in yield makes VEIRX a more attractive option for income investors.

The dividend growth of VEIRX in the last 12 months is 0.51%. This moderate growth rate suggests that the fund's dividend payments are relatively stable.

VEIRX has a trailing 12-month yield of 3.06%, which is higher than VOO's 1.21% yield. This means that VEIRX investors can expect to receive a higher return on their investment in the form of dividend payments.

Here's a comparison of the dividend yields for VEIRX and VOO over the past few years:

As you can see, VEIRX has consistently higher dividend yields than VOO over the past few years. This makes VEIRX a more attractive option for investors looking for income-generating investments.

Frequently Asked Questions

What is the ticker symbol for Vanguard Equity Income ADM?

The ticker symbol for Vanguard Equity Income Fund Admiral Shares is VEIRX. This fund offers a diversified portfolio of stocks with a focus on generating income for investors.

Felicia Koss

Junior Writer

Felicia Koss is a rising star in the world of finance writing, with a keen eye for detail and a knack for breaking down complex topics into accessible, engaging pieces. Her articles have covered a range of topics, from retirement account loans to other financial matters that affect everyday people. With a focus on clarity and concision, Felicia's writing has helped readers make informed decisions about their financial futures.

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