Vanguard High Dividend Yield Index Fund Admiral Investment Analysis

The Vanguard High Dividend Yield Index Fund Admiral is a popular investment option for those seeking stable income and long-term growth. It's designed to track the performance of the FTSE High Dividend Yield Index.

The fund has a relatively low expense ratio of 0.06%, making it an attractive choice for cost-conscious investors. This means you'll pay less in fees, which can add up over time.

With a minimum investment requirement of $3,000, this fund is accessible to a wide range of investors, including those just starting out.

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The Vanguard High Dividend Yield Index Fund Admiral has a legal name of Vanguard High Dividend Yield Index Fund. It's part of The Vanguard Group, Inc. fund family.

The fund was launched on February 7, 2019, making it a relatively new addition to the market. Its inception date is a key piece of information for anyone considering investing in this fund.

The fund's shares outstanding are not available, but it does have an Admiral share class. This share class is denoted by the "Admiral" label, indicating that it's a lower-cost option for investors.

The fund's currency is USD, and it's domiciled in the US. This is important to note, especially for international investors who may need to consider exchange rates and other factors.

The fund is managed by William Coleman, who brings his expertise to the table in guiding the fund's investment strategy.

The Vanguard High Dividend Yield Index Fund Admiral has a low expense ratio of 0.08%, which is 92% lower than its category average, making it a very cost-effective option.

This fund's expense ratio is significantly lower than the average for its category, which is a Large Value fund. The expense ratio is a key factor to consider when evaluating a fund's performance, as high fees can eat into your returns.

The Vanguard High Dividend Yield Index Fund Admiral has a portfolio turnover rate of 6%, which is much lower than the average for its category, indicating that it holds onto its assets for a relatively long time.

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This low turnover rate can help reduce expenses and increase after-tax returns. The fund's low turnover rate is a result of its index-based investment approach, which aims to track a specific market index.

The fund's performance has been impressive, with a return of 17.5% in the last year, ranking it in the top 20% of its category. This is a significant achievement, especially considering the volatility of the market.

Here are the fund's performance rankings for different time periods:

The fund's returns have been consistent over the long term, with a return of 9.8% over the last 5 years, ranking it in the top 38% of its category.

The Vanguard High Dividend Yield Index Admiral fund has a very low expense ratio of 0.08%, which is 92% lower than its category average.

This low expense ratio earns the fund an A grade, making it a great choice for investors who want to keep costs low.

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High expense ratios can significantly reduce your rate of return, so it's essential to be mindful of this when choosing a fund.

Vanguard High Dividend Yield Index Admiral's low expense ratio is a result of its passive index management approach, which is generally more cost-effective than active management.

The fund's portfolio turnover rate is also relatively low at 6%, indicating that it holds onto its assets for an average of 0.2 years.

This low turnover rate helps keep expenses down and can lead to higher after-tax returns for investors.

In comparison, the average portfolio turnover rate for the Large Value category is 51%, which can result in higher expenses and lower returns.

The fund's low expense ratio and low portfolio turnover rate make it an attractive option for investors looking to minimize costs and maximize returns.

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The Vanguard High Dividend Yield Index Fund Admiral has a dividend yield of 3.00%, which is a relatively high yield compared to its category peers, ranking 46.62% within its category.

The fund has a history of increasing its distributions, with 5 consecutive years of dividend growth.

Here's a breakdown of the fund's monthly dividend distributions for the past few years:

The fund's dividend history shows a consistent pattern of paying dividends in March, June, September, and December of each year.

Vanguard High Dividend Yield Index Fund Admiral has a history of consistent dividend distributions. The fund has been increasing its distributions for 5 consecutive years, with a current annual payout of $1.05 per share.

The dividend yield has been relatively stable, ranging from 2.74% to 3.16% over the last eight years. In the last twelve months, the fund provided a 2.61% dividend yield.

Here's a breakdown of the fund's dividend history over the last few years:

The fund's managers, Gerard O'Reilly and Nick Birkett, have experience managing the fund, with the longest tenure being 8.9 years.

Vanguard Ad Grades are a great way to gauge the performance of the Vanguard High Dividend Yield Index Adm fund. The fund has received an A grade for the year to date, with a return of 17.6%, 3.6 percentage points better than the category.

The fund's performance over the past year is also impressive, with a return of 17.6% and an A grade. This is 3.6 percentage points better than the category.

Here's a breakdown of the fund's grades over the past 3, 5, and 10 years:

The fund's performance has been consistently strong over the past decade, with a return of 9.8% and an A grade. The fund's managers have done an excellent job of navigating the market and delivering strong returns for investors.

It's worth noting that the fund's grade can fluctuate over time, and it's essential to regularly review the fund's performance and adjust your investment strategy as needed.

The distributions history of Vanguard High Dividend Yield Index Fund Admiral Shares is a crucial aspect to consider when evaluating its performance.

The fund has been increasing its distributions for 5 consecutive years, with a 2.61% dividend yield over the last twelve months. This is a significant indicator of the fund's ability to generate consistent income for its shareholders.

Here's a breakdown of the fund's dividend history:

The fund's dividend history is a clear indication of its ability to generate consistent income for its shareholders.

If you're looking for Vanguard funds similar to VHYAX, you have several options. The ETF equivalent of VHYAX is VYM, a High Dividend Yield ETF.

VYM is extremely similar to VHYAX, making it a great alternative for investors who prefer ETFs. Its performance and strategy are closely aligned with VHYAX.

If you're looking for Vanguard Mutual Funds that are similar to VHYAX, there are several options to consider. VEIRX, the Equity Income Fund Admiral Shares, is one of the most similar funds.

VEIRX is a great choice for investors who want to invest in dividend-paying stocks. It's a low-cost option with a long history of success.

Other funds that are extremely similar to VHYAX include VEIPX, VMVLX, and VSPVX. These funds all have a similar investment strategy and performance profile to VHYAX.

Here are some of the Vanguard funds that are similar to VHYAX:

VVIAX, the Value Index Fund Admiral Shares, is another option that's very similar to VHYAX.

The Vanguard High Dividend Yield Index Fund Admiral has a low expense ratio of 0.08%, which is 92% lower than its category average, making it a great option for those looking to minimize fees.

Its portfolio turnover rate is a mere 6%, indicating that it holds onto its assets for a relatively long time, which can lead to lower expenses and higher aftertax returns.

The fund's recent performance in December 2024 was a return of -4.5%, which earned it a grade of A, beating the Large Value category's average return of -5.9%.

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Performance charts can be incredibly helpful in visualizing the growth of an investment over time.

The Vanguard High Dividend Yield Index Fund Admiral Shares chart shows the growth of an initial investment of $10,000, comparing it to the S&P 500 index.

All prices have been adjusted for splits and dividends to provide a clear picture of the investment's performance.

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The Volatility Chart is a valuable tool for investors, and it's essential to understand what it means. The current Vanguard High Dividend Yield Index Fund Admiral Shares volatility is 3.34%, representing the average percentage change in the investments's value, either up or down over the past month.

This chart shows the rolling one-month volatility, giving you a clear picture of the fund's performance over time. The chart is a great way to visualize the ups and downs of the fund's value.

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