The fund employs an indexing investment approach designed to track the performance of the Standard & Poor's 500 Index, a widely recognized benchmark of U.S. stock market performance that is dominated by the stocks of large U.S. companies. The advisor 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. The fund is non-diversified.
Vanguard funds can be purchased directly through their website, typically with no transaction fee. Minimum investment: $3,000.
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Vanguard 500 Index Fd Admiral S
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VFIAX's actual expense ratio
Comparison fund (e.g., actively managed)
Note: This calculator uses simplified assumptions based on VFIAX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
Vanguard 500 Index Fd Admiral S
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Pre-filled with VFIAX's historical average return
Important: This projection uses simplified assumptions based on VFIAX'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
VINIXVanguard Institutional Index
FXAIXFidelity 500 Index Fund
SWPPXSchwab® S&P 500 Index Fund",
VFIAX is the ticker symbol for Vanguard 500 Index Fd Admiral S, a Large Blend mutual fund managed by Vanguard. The fund employs an indexing investment approach designed to track the performance of the Standard & Poor's 500 Index, a widely recognized benchmark of U.S. stock market performance that is dominated by the stocks of large U.S. companies. The advisor 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. The fund is non-diversified.
VFIAX 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.
VFIAX has posted a 1-year return of +16.51%, 3-year return of +19.21%, 5-year return of +11.67%, 10-year return of +280.69%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
VFIAX requires a minimum initial investment of $3,000. Some brokerages or retirement accounts may waive or reduce this minimum.
Whether VFIAX 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.