Vanguard Sp 500 Fund Minimum Initial Investment
| VSPVX Fund | USD 381.05 2.83 0.75% |
Vanguard Sp 500 fundamentals help investors to digest information that contributes to Vanguard's financial success or failures. It also enables traders to predict the movement of Vanguard Mutual Fund. The fundamental analysis module provides a way to measure Vanguard's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Vanguard mutual fund.
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Vanguard Sp 500 Mutual Fund Minimum Initial Investment Analysis
Vanguard's Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
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Minimum Initial Investment | = | First Fund Deposit |
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
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Vanguard Minimum Initial Investment Component Assessment
Based on the recorded statements, Vanguard Sp 500 has a Minimum Initial Investment of 0.0. This is 100.0% lower than that of the Vanguard family and 100.0% lower than that of the Large Value category. The minimum initial investment for all United States funds is 100.0% higher than that of the company.
Vanguard Minimum Initial Investment Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Vanguard's direct or indirect competition against its Minimum Initial Investment to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Vanguard could also be used in its relative valuation, which is a method of valuing Vanguard by comparing valuation metrics of similar companies.Vanguard is currently under evaluation in minimum initial investment among similar funds.
Fund Asset Allocation for Vanguard
The fund invests 99.37% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.63%) .Asset allocation divides Vanguard's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Vanguard Fundamentals
| Price To Earning | 16.73 X | ||||
| Price To Book | 1.86 X | ||||
| Price To Sales | 1.41 X | ||||
| Total Asset | 2.99 B | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 3.14 % | ||||
| One Year Return | 18.26 % | ||||
| Three Year Return | 9.35 % | ||||
| Five Year Return | 11.41 % | ||||
| Net Asset | 965.46 M | ||||
| Cash Position Weight | 0.63 % | ||||
| Equity Positions Weight | 99.37 % |
About Vanguard Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Vanguard Sp 500's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Vanguard using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Vanguard Sp 500 based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Vanguard Sp 500. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in real. You can also try the Insider Screener module to find insiders across different sectors to evaluate their impact on performance.