The fund invests mainly in common stocks of mid-size and large companies whose stocks typically pay above-average levels of dividend income and are, in the opinion of the purchasing advisor, undervalued relative to similar stocks. In addition, the advisors generally look for companies that they believe are committed to paying dividends consistently. Under normal circumstances, it will invest at least 80% of its assets in equity securities. The fund uses two investment advisors.
Vanguard funds can be purchased directly through their website, typically with no transaction fee.
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 Equity Income Fund
Pre-filled with VEIRX's historical average return
VEIRX's actual expense ratio
Comparison fund (e.g., actively managed)
Note: This calculator uses simplified assumptions based on VEIRX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
Vanguard Equity Income Fund
How much are you investing today?
How much will you contribute each month?
How long will you invest for?
Pre-filled with VEIRX's historical average return
Important: This projection uses simplified assumptions based on VEIRX'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.
VHDYXVanguard High Dividend Yield In
VVIAXVanguard Value Index Fd Admiral
VSIAXVanguard Small-Cap Value Index
VWNAXVanguard Windsor II Fund Admira
VEIRX is the ticker symbol for Vanguard Equity Income Fund, a Large Value mutual fund managed by Vanguard. The fund invests mainly in common stocks of mid-size and large companies whose stocks typically pay above-average levels of dividend income and are, in the opinion of the purchasing advisor, undervalued relative to similar stocks. In addition, the advisors generally look for companies that they believe are committed to paying dividends consistently. Under normal circumstances, it will invest at least 80% of its assets in equity securities. The fund uses two investment advisors.
VEIRX 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.
VEIRX has posted a 1-year return of +32.29%, 3-year return of +26.09%, 5-year return of +18.04%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
Whether VEIRX 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 Value 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.