The primary difference between VTSAX vs VIGAX is the type of stocks they invest in. I don't know why that requires so much explanation. This fund has more diversification than VFIAX because it invests in a larger array of the US stock market. The Vanguard 500 Index Fund invests solely in the 500 largest U.S. firms that comprise the S&P 500 index. I will appreciate your input for a long term holding in my taxable account. Total Net Assets of $500.7 billion. Meanwhile, the Vanguard 500 Index Fund is suitable as a core equity holding for investors with a long-term investment horizon and a preference for the lower risk of the large-cap equity market. VFIAX – Vanguard 500 Index Fund Admiral Shares. It seeks to track the performance of the CRSP US Total Market Index. You can use this module to analyze the comparative aspects of Vanguard and Vanguard across most of their technical and fundamental indicators. The first index fund for individual investors, according to the company, the Vanguard 500 Index Fund (VFIAX) provides exposure to a subset of the entire U.S. equity market—specifically, the Standard & Poor's 500 Index, whose component companies account for about three-fourths of the U.S. stock market’s value. Is there any reason to go with the Vanguard account over Fidelity? save. Build Wealth and Achieve Financial Freedom. I have enough $ in a high yield savings account. Since VTSAX covers the entire stock market, it holds all of the stocks that VFIAX holds in addition to stocks outside of the largest 500. VFIAX is largely made up of Microsoft, Apple, Amazon, Alphabet, and Facebook, but also provides exposure to over 500 stocks.. The 10 year standard deviation for VTSAX is 15.55. VFIAX, VTSAX, and VDIGX are all redundant. Since 2001, VTSAX has averaged a return of 7.4% annually, while VFIAX has had an average return of 6.9%. I later found Fidelity's FXAIX. Therefore, on a $10,000 investment in VTSAX, you could generally expect a payment of about $44.25 ($10,000*0.0177/4) the first quarter you own the fund. VFIAX vs VTSAX. It all depends on your specific situation as investors all have different goals and objectives. Accessed April 2, 2020. FXAIX vs VFIAX. The reason that the number of holdings for VFIAX is greater than 500 is due to some companies having more than one class of stock. These include white papers, government data, original reporting, and interviews with industry experts. Though both are broad-based equity mutual funds, the Vanguard Total Stock Market Index Fund and the Vanguard 500 Index Fund have different investment objectives. Additionally, these funds have very low expenses and offer a high level of diversification. In layman’s terms, it is a basket of stocks similar to the S&P 500 or the Dow Jones Industrial Average. Updated 5/23/2020: VTSMX is closed to new investors, VTSAX minimum investment was been lowered to $3000 in 2018. But come on, can someone really argue that owning 3,551 stocks makes you better off than only owning 2,895 stocks when most of those companies make up 0.0003% of VTSAX? As of Feb. 29, 2020, the fund held 3,551 stocks and controlled net assets of $840.9 billion. VFIAX vs VTSAX. Table of Contents. VTSAX and VIGAX have different performance returns over the last 10 years. 7-day free trial: Get unlimited comparisons, and stock, ETF and mutual fund analyses for just $15 a month, without ads. I have enough $ in a high yield savings account. You can learn more about the standards we follow in producing accurate, unbiased content in our. (VEXAX is a stock market “completion” index, holding all stocks not included in the S&P 500 Index.) Let’s compare how the funds have performed historically. For reference the SP … VFIAX vs. VOO: The Basics. The Vanguard Total Stock Market Index Fund could represent all of a portfolio's equity holdings, while the Vanguard 500 Index Fund should ideally be counterbalanced with aggressive growth stocks. It seems like the same thing, but with lower fees. It’s been pretty common knowledge that index investing consistently and early can grow your money tremendously and even lead you to the promised land … Continue reading "QQQ vs. VTSAX: The Battle … These specific funds are attractive due to their low expense fees, broad diversification, and potential tax efficiency as a result of low turnover. As we’ve discussed in other articles, investing in index funds for the long term is a practical choice for many investors. Created on April 27, 1992, the mutual fund has achieved an average annual return of 8.87% since its inception (as of March 31, 2020). Why we chose them for our portfolios VIGAX aims to have more than one “ ”! 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