Is Vimax fund good?

The fund has returned 8.49 percent over the past year and 15.16 percent over the past three years. The fund’s returns have beaten 85 percent of its mid-cap peers over the past 15 years, according to Morningstar.

Is Vanguard Vimax a good investment?

This fund has delivered a 5-year annualized total return of 15.82%, and it sits in the middle 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 13.72%, which places it in the top third during this time-frame.

Does Vimax pay a dividend?

VIMAX Dividend Yield: 1.26% for April 6, 2022.

Is Vanguard Mid-Cap Index Fund a good investment?

Throughout its lifespan, the Vanguard Mid-Cap Index Fund Admiral Shares has provided investors with outstanding returns and still remains one of the top mutual funds for long-term exposure in medium-size companies. Overall, mid-cap stocks have not outperformed their larger counterparts, as of October 2020.

Is Vimax a mutual fund?

This low-cost index fund provides broad mid-capitalization U.S. equity exposure. The fund seeks to track an index of medium-sized companies, whose stocks tend to be more volatile than those of larger companies.

Fund facts.
Asset classDomestic Stock – More Aggressive
Expense ratio as of 04/29/20210.05%

What companies are in Vimax?

Top 10 Holdings
CompanySymbolTotal Net Assets
Palo Alto Networks Inc.PANW0.81%
Pioneer Natural Resources Co.PXD0.78%
Centene Corp.CNC0.71%
Fortinet Inc.FTNT0.71%

What is Vimax ETF equivalent?

The ETF equivalent of VTSAX is VTI.

What is Vanguard Midcap?

About Vanguard Mid-Cap ETF

The fund employs an indexing investment approach designed to track the performance of the CRSP US Mid Cap Index, a broadly diversified index of stocks of mid-size U.S. companies.

What is the Vanguard Mid Cap Index Fund?

Vanguard Mid-Cap Index Fund seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization stocks.

Is VTSAX better than Swtsx?

Both the SWTSX and VTSAX are highly tradable funds and are also very liquid. The gap however between the two is extremely wide and can affect performance. In terms of holdings, VTSAX holds more securities, 3,525 while SWTSX’s holdings are 3,414.

Which is better VOO or VTI?

VTI is better than VOO because it offers more diversification and less volatility for the same expense ratio of 0.03%. VTI also provides exposure to large, mid, and small-cap companies compared to only large-cap with VOO.

Where can I buy Fzrox?

Here’s perhaps the biggest catch for FZROX and the other Fidelity ZERO fee-free funds. You can only buy it and trade it on the Fidelity platform.

Is SWTSX a good investment?

On a 10-year basis, the SWTSX has returned an annual average of 14.62 percent. For the same period, the SPDR S&P 500 ETF (SPY) returned 14.71 percent. Based on these metrics, the SWTSX is a competitive alternative to S&P 500 index funds from a track record perspective.

Is SWTSX a good fund?

The fund is currently managed by a team of investment professionals. Obviously, what investors are looking for in these funds is strong performance relative to their peers. This fund carries a 5-year annualized total return of 16.77%, and it sits in the top third among its category peers.

Which is better Swppx or SWTSX?

The main difference between SWTSX and SWPPX is the index they track. SWTSX tracks the US total stock market while SWPPX tracks the S&P 500 index. There is also a big difference in net assets between SWTSX and SWPPX. This gives SWPPX more liquidity compared to SWTSX.

What is the ETF equivalent of SWTSX?

All Cap Equities ETFs
SymbolETF NameExpense Ratio
SDYSPDR S&P Dividend ETF0.35%
DVYiShares Select Dividend ETF0.39%
RPVInvesco S&P 500® Pure Value ETF0.35%
VXFVanguard Extended Market ETF0.06%

What kind of mutual fund is Swppx?

Schwab S&P 500 Index Fund.

What is the safest ETF to buy?

Seven best long-term ETFs to buy and hold:
  • iShares Core S&P 500 ETF (IVV)
  • Schwab U.S. Small-Cap ETF (SCHA)
  • iShares Core S&P Mid-Cap ETF (IJH)
  • Schwab U.S. Dividend Equity ETF (SCHD)
  • Vanguard Total Stock Market ETF (VTI)
  • Vanguard Total International Stock ETF (VXUS)
  • Vanguard Long-Term Corporate Bond ETF (VCLT)

What time of year is best to invest?

September is traditionally thought to be a down month. October, too, has seen record drops of 19.7% and 21.5% in 1907, 1929, and 1987. 3 These mark the onset of the Panic of 1907, the Great Depression, and Black Monday. As a result, some traders believe that September and October are the best months to sell stocks.

Are ETFs good investments?

ETFs are considered to be low-risk investments because they are low-cost and hold a basket of stocks or other securities, increasing diversification. For most individual investors, ETFs represent an ideal type of asset with which to build a diversified portfolio.

Which ETF has the highest return?

100 Highest 5 Year ETF Returns
SymbolName5-Year Return
IGMiShares Expanded Tech Sector ETF179.65%
QQQInvesco QQQ Trust178.22%
ARKQARK Autonomous Technology & Robotics ETF176.43%
ICLNiShares Global Clean Energy ETF175.26%