Vanguard 500 Competition

VFINX Fund  USD 554.63  2.09  0.38%   
Vanguard 500 Index competes with Vanguard Total, Vanguard Total, Vanguard Windsor, Vanguard Small, and Vanguard Wellington; as well as few others. The fund is listed under Large Blend category and is part of Vanguard family. Analyzing Vanguard 500 competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Vanguard 500 to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Vanguard 500 Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Vanguard 500 competition on your existing holdings.
  
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
553.91554.63555.35
Details
Intrinsic
Valuation
LowRealHigh
499.17607.32608.04
Details
Naive
Forecast
LowNextHigh
554.03554.75555.47
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
527.46545.69563.92
Details

Vanguard 500 Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Vanguard 500 and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Vanguard and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Vanguard 500 Index does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
VWELXVTSMX
VWELXVWNFX
VWNFXVTSMX
NAESXVTSMX
NAESXVWNFX
VWELXNAESX
  
High negative correlations   
VBMFXVTSMX
NAESXVBMFX
VWNFXVBMFX
VWELXVBMFX

Risk-Adjusted Indicators

There is a big difference between Vanguard Mutual Fund performing well and Vanguard 500 Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Vanguard 500's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

Vanguard 500 Competitive Analysis

The better you understand Vanguard 500 competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Vanguard 500's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Vanguard 500's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
VFINX VTSMX VBMFX VWNFX NAESX VWELX
 0.38 
 554.63 
Vanguard
 0.34 
 145.09 
Vanguard
 0.21 
 9.64 
Vanguard
 0.14 
 50.44 
Vanguard
 0.11 
 124.39 
Vanguard
 0.13 
 47.35 
Vanguard
Market Volatility
(90 Days Market Risk)
Market Performance
(90 Days Performance)
Odds of Financial Distress
(Probability Of Bankruptcy)
Current Valuation
(Equity Enterprise Value)
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Net Asset
Price To Book
Five Year Return
One Year Return
Last Dividend Paid
Price To Earning
Price To Sales
Cash Position Weight
Equity Positions Weight
Three Year Return
Annual Yield
Year To Date Return
Bond Positions Weight
Ten Year Return
Daily Balance Of Power
Day Typical Price
Period Momentum Indicator
Rate Of Daily Change
Day Median Price
Price Action Indicator
Coefficient Of Variation
Mean Deviation
Jensen Alpha
Total Risk Alpha
Sortino Ratio
Downside Variance
Standard Deviation
Kurtosis
Potential Upside
Treynor Ratio
Maximum Drawdown
Variance
Market Risk Adjusted Performance
Risk Adjusted Performance
Skewness
Semi Deviation
Information Ratio
Value At Risk
Expected Short fall
Downside Deviation
Semi Variance

Vanguard 500 Competition Performance Charts

Five steps to successful analysis of Vanguard 500 Competition

Vanguard 500's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Vanguard 500 Index in relation to its competition. Vanguard 500's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Vanguard 500 in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Vanguard 500's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Vanguard 500 Index, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Vanguard 500 position

In addition to having Vanguard 500 in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Biotech Thematic Idea Now

Biotech
Biotech Theme
Companies specialized in biotechnology production and delivery of pharmaceuticals services. The Biotech theme has 45 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Biotech Theme or any other thematic opportunities.
View All  Next Launch

Other Information on Investing in Vanguard Mutual Fund

Vanguard 500 financial ratios help investors to determine whether Vanguard Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Vanguard with respect to the benefits of owning Vanguard 500 security.
Idea Optimizer
Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio
Stock Screener
Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook.
AI Portfolio Architect
Use AI to generate optimal portfolios and find profitable investment opportunities