The adviser employs an indexing investment approach designed to track the performance of the index, which consists of common stocks of companies that have a record of increasing dividends over time. The adviser attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
Vanguard funds can be purchased directly through their website, typically with no transaction fee. Minimum investment: $3,000.
Visit Vanguard.comAffiliate disclosure: Some links on this page are affiliate links. If you open an account through a link on this site, we may earn a commission at no additional cost to you. This does not influence our fund data or analysis. Learn more.
Vanguard Dividend Appreciation
Pre-filled with VDADX's historical average return
VDADX's actual expense ratio
Comparison fund (e.g., actively managed)
Note: This calculator uses simplified assumptions based on VDADX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
Vanguard Dividend Appreciation
How much are you investing today?
How much will you contribute each month?
How long will you invest for?
Pre-filled with VDADX's historical average return
Important: This projection uses simplified assumptions based on VDADX's historical performance. Actual investment returns vary year-to-year. Past performance does not guarantee future results. This tool is for educational purposes only.
Top holdings shown as percentage of fund assets. Data sourced from fund filings. Holdings may change over time.
FSMDXFidelity Mid Cap Index Fund
FXAIXFidelity 500 Index Fund
VFIAXVanguard 500 Index Fd Admiral S
VINIXVanguard Institutional Index
VDADX is the ticker symbol for Vanguard Dividend Appreciation , a Large Blend mutual fund managed by Vanguard. The adviser employs an indexing investment approach designed to track the performance of the index, which consists of common stocks of companies that have a record of increasing dividends over time. The adviser attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
VDADX has an expense ratio of 0.00% per year. On a $10,000 investment, that amounts to roughly $0 annually in fund fees. This is considered a very low-cost fund.
VDADX has posted a 1-year return of +13.56%, 3-year return of +15.10%, 5-year return of +9.29%, 10-year return of +220.65%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
VDADX requires a minimum initial investment of $3,000. Some brokerages or retirement accounts may waive or reduce this minimum.
Whether VDADX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.00% expense ratio, Large Blend category exposure, historical returns, and how it fits within your broader portfolio. We recommend comparing it against similar funds in the same category and consulting a qualified financial advisor.
Important: Past performance does not guarantee future results. This information is provided for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making investment decisions.