The fund employs an indexing investment approach designed to track the performance of the CRSP US Mid Cap Value Index, a broadly diversified index of value stocks of mid-size 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.
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 Mid-Cap Value Index Fd
Pre-filled with VMVAX's historical average return
VMVAX's actual expense ratio
Comparison fund (e.g., actively managed)
Note: This calculator uses simplified assumptions based on VMVAX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
Vanguard Mid-Cap Value Index Fd
How much are you investing today?
How much will you contribute each month?
How long will you invest for?
Pre-filled with VMVAX's historical average return
Important: This projection uses simplified assumptions based on VMVAX'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.
VMVAX is the ticker symbol for Vanguard Mid-Cap Value Index Fd, a Mid-Cap Value mutual fund managed by Vanguard. The fund employs an indexing investment approach designed to track the performance of the CRSP US Mid Cap Value Index, a broadly diversified index of value stocks of mid-size 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.
VMVAX 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.
VMVAX has posted a 1-year return of +19.58%, 3-year return of +16.50%, 5-year return of +7.96%, 10-year return of +163.29%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
VMVAX requires a minimum initial investment of $3,000. Some brokerages or retirement accounts may waive or reduce this minimum.
Whether VMVAX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.00% expense ratio, Mid-Cap 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.
