Is VDIGX a good buy?

Is VDIGX a good buy?

VDIGX has a 5-year annualized total return of 14.98% and it sits in the middle third among its category peers. But if you are looking for a shorter time frame, it is also worth looking at its 3-year annualized total return of 16.82%, which places it in the middle third during this time-frame.

What is the dividend yield on VDIGX?

1.44%
VDIGX Dividend Yield: 1.44% for Oct.

Is VDIGX actively managed?

Vanguard recently reopened Vanguard Dividend Growth (VDIGX, $26.39), one of its very best funds. Very few actively managed stock funds come close to that low price.

Is VDIGX a value fund?

About VDIGX Its portfolio consists primarily of large-cap, dividend-paying, U.S. stocks, with a small number of foreign stocks also included. The fund, which has a value tilt, favors large, defensive stocks that tend to hold up during equity market downturns but may lag during uptrends.

Is Vdigx tax efficient?

We’ll use Vanguard Dividend Growth (VDIGX) as an example, because it tends to be a highly requested fund quote by Morningstar.com users. But you can see that it has been pretty tax-efficient nonetheless: By comparing the fund’s pretax returns with its aftertax returns, you can see that there isn’t a large gap.

Is Vdigx a good long term investment?

Over the long haul, the VDIGX has done well for itself. Its 10.8% average annual return is 141 basis points better than the category average over the past 15 years, and better than 93% of its peers.

What is the ETF equivalent of Vdigx?

Large Cap Value Equities ETFs

Symbol	ETF Name	Expense Ratio
SPDV	AAM S&P 500 High Dividend Value ETF	0.29%
REVS	Columbia Research Enhanced Value ETF	0.19%
GBDV	Global Beta Smart Income ETF	0.29%
TEQI	T. Rowe Price Equity Income ETF	0.54%

Should I have bonds in my taxable account?

You should always hold bonds in a tax-deferred account and stocks in a taxable account. You should always hold stocks in a tax-deferred account and bonds in a taxable account.

What should I put in my taxable account?

Stocks and stock funds – because they generate lower taxes than taxable bonds and bond funds do. Municipal bonds, which generate tax-free income, are also better off in regular investment accounts.

What kind of fund is Vdigx?

This fund is designed to provide investors with some income while offering exposure to dividend-focused companies across all industries….Fund facts.

Asset class	Domestic Stock – General
Category	Large Blend
Expense ratio as of 05/28/2021	0.26%