Which kind of fund is better—an actively managed fund or an index fund? ... and thousands of other companies’ mutual funds through Vanguard Brokerage Services®. What’s ...
... could not pick better ... is invested in this mutual fund, and Vanguard ... founding in 1975, Vanguard has grown to become the world’s largest pure no-load mutual fund ...
Welcome to Vanguard, the client-owned investment management company built to put ... Learn about retirement investing, mutual funds, ETFs, IRAs, 401(k) plans, college ...
... the seminal work on tax efficiency, "Ranking Mutual Funds ... we expect in terms of realized gains from Vanguard's funds in ... and lower cost, which in turn can lead to better ...
The results speak for themselves. If your trading commission is low and you don’t trade frequently, in most cases ETFs seem to be a better deal. At least ...
Based on Vanguard’s own charts, it appears the ETF is better. The ETF is the blue line, whereas the mutual funds, in yellow and red, are below it in the return chart.
Research the top vanguard mutual funds at Zacks ... helps management focus better on shareholder interests. Below we will share with you 5 top rated Vanguard mutual funds.
A striking cost advantage "If there's anything in the whole world of mutual funds that you can take to the bank, it's that expense ratios help you make a better decision.
See Vanguard Health Care Fund (VGHCX) mutual fund ... Morningstar's Fund Family Report, Dan Culloton calls the Vanguard Health Care an excellent fund that has done better ...
1. VANGUARD PRIMECAP CORE FUND
2. VANGUARD SELECTED VALUE FUND
Has anyone invested in any of these two? Which one would you advise to invest money on for more than 5 years ?
Well, any thoughts or ideas would be much appreciated !
The Mutual Fund Investor 1:04 pm on June 30, 2010
Hello,
I can not personally advise you, but I can certainly provide you with some information and opinion.
Both Primecap Core and Selected Value are very good funds. However, it is very difficult to compare these 2 funds, as they employ very different investment strategies. Morningstar categories Primecap Core as a large cap growth fund while it categorizes Selected Value as a mid cap value fund.
Over very long periods of time, smaller cap value strategies have outperformed large-cap growth strategies. There is an excellent report on the Tweedybrown.com website that compares size (small and large) and style (value and growth) characteristics to performance over time. You would go to the research and reports link and click on "What Has Worked in Investing"
With that said, I believe that large cap stocks will outperform smaller cap stocks for a while based on the current relative valuations of these asset classes.
I hope this helps.
Michael A. Weiss, CFA
The Editor
The Mutual Fund Investor
http://www.mutualfundinvestor.net
muncie birder 1:04 pm on June 30, 2010
This is not the type of question where you will find a definitive answer. It is more of an oppinion type question. The Primecap Core fund is large stable companies that will grow at about the rate of the economy in general although it does contain a dollep of foreign companies. That is a plus for the fund. The Selected Value Fund is made up of Mid Cap stocks that are of a value nature rather than a growth nature with also a small dollep of foreign companies.
In my mind it is somewhat a flip of the coin. I will say this though. If the economy goes into a recession you might be a little better off with the Primecap Core Fund.
Before I finish, I wish to plug my favorite Vanguard Fund. The Global Equity Fund. In my opinion, since this is an opinion matter, this is a better all around fund because it has global diversity and provides some safety from the collapsing U S dollar.
People are reading:
which is better to invest in usaa or vanguard