VSGAX
VANGUARD SMALL-CAP GROWTH INDEX FUND ADMIRAL SHARES
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That's because VSGAX is a wrapper / combo with an ETF (VBK). Well covered elsewhere and if you can't buy ETFs (eg 401k) it is a good option. Yes, the 8% is crazy. That is why I started thinking about it. Note that over YTD, 1 year, 3 years it is also behind the investment I am looking at FECGX. They should be very similar. (Held in an IRA for me, so distributions don't really matter, just got me thinking) We they are very similar except the distributions.
I am trying to take a Boglehead approach and capture the entire market. Unfortunately a total us stock market index isn't available in my 401k. There is a 500 index, but it has slightly higher fees than VIGAX and VVIAX. I decided to go heavy on VIGAX since historically it out performs the S&P 500. I figured the large cap value index VVIAX was worth having, since it has minimal overlap with VIGAX,and the two basically approximate the S&P500. JECIX is the cheapest midcap index available, I'm not really a fan of it, it doesn't seem to perform well compared to the othe indexs. VSIAX and VSGAX I figured are worth having just incase small cap stocks start doing better with potential interest rate cuts on the horizon. I only have 10% in VTIAX, but am considering bumping that up to 20% since it's done so well recently. But I'm not sure if it's worth taking away from the other holdings I currently have, so I settled at 10% for now. So far this year, my 401k rate of return is 18.05% , which I am very happy with. I am thinking, just adding a bunch of gold into the tax advantaged Roth will be beneficial long term. Been looking alot at the performance of gold vs stocks since we left the gold standard back in the 70s, and it looks like gold is about to repeat a 20 year cycle that outperforms stocks for the next few years. I still have about 30 years until retirement, so I am willing to keep holding and DCAing for a long time. Thanks for your feedback!
When i initially started investing my research showed small caps performed better over a longer period of time. This would be around 2015. So I put like 25% in VSGAX. During covid i saw another small cap took a real bad drop, so I bought more. And they both took off. I've certainly done ok with them, but sp500 has been doing real well with the mag7, and high interest rates really hurt small cap. So it really just depends. Last couple years are quite meh. I've always believed in them and keep an eye on their holdings and check what some of the companies are up to and who are the best performers. I find it interesting to learn more about the smaller companies, they can really take off like you said. Even my own company went from 50mil to 500mil in revenue in 4 years.
I started taking over my wife's finances. She has a 401k matching. looked over everything that her wok established for her. Seems balanced for most part. But I think she coul do without the two small caps and target date fund. But 1 would like to hear from those who are well versed in creatin a solid portfolio? Her current funds are listed below. We are medium risk people-. Plus as a side note: I am not familiar with vanguard, and it seems like their platform (especially the app) is not that user friendly. VSMAX, VDADX VFIAX VSGAX VTIVX VBIAX VDIGX VIMAX
any feedback on my savings? 43 yo salary $400k/year, but could go to $100k/year or so any day (risky occupation) No debt, house is owned like to retire in 10-15 years $60k in fidelity 401k - 75% fid 500 index - 25% fid mid cap idx $400k in vanguard personal acc - VFIAX 16% - VMGMX 5% - VMVAX 9% - VSGAX 8% - VTSAX 10% - VWIGX 2% - VWUSX 18% - VOO 17% - GOOGL 15% $200k in vanguard sep-ira - VFIAX 50% - VSGAX 25% - VTSAX 25% thank you
I’m with you. I’ve had VSGAX for twenty years. Everyday I think about switching it out. Missing out on a lot of growth with the fund being 80/20
They could have meant to type VSGAX as well
Hi Investors - I want to rejuggle an IRA i have for retirement, It's from a previous job, currently close to $400k. Likely won't touch this for 12-15 years. I am in US. Middle aged and only interested in growth. Not interested in international or reit or anything else. Currently VMGMX, VSGAX, VWNEX, VWUAX. I want to put more of a focus in the large cap growth funds and think I might need to move to these funds to VOO or VOOG for better performance. Or maybe a balance between VOO (G) and VTI or similar ETFs?
This but I do VBK/VSGAX. I'm in my early 30's so I am fine with more risk.
I'm buying more at this awsome discount! I did balance my portfolio at 25% VFIAX, 25% VTSAX, 25% VTIAX, and 25% split between VIGAX and VSGAX. I have the equivalent ETFs in my taxable. I also have smaller side bets on SCHD, QQQM, and RSP in my taxable. I also just bought a load of BND since the interest rates caused a price crash and I can dump when the market normalizes and rates go down. Overall, I'm not selling jack shit right now. And yes, I hold both VFIAX and VTSAX and equal weight because I like the extra blue chip. Plus I was debating a while back when starting out which to get so I said fuck it and bought both. No regrets. I also have a dash of VDADX I bought a while back and haven't bothered to reinvest it, but I don't add to it. It's doing fine by my standards so it just chills at the bottom of the Roth. My plan is that after 40 I'll start putting money in bonds (120 - age) and at 50 moving money to income based funds over time. I am also a rare person with one of them mystical things called a public pension so I have extra breathing room. The goal is to eventually live on pension + dividend income with bonds as a failsafe.
I don’t put anything like TQQQ or SQQQ in my 401k. My 401k is “all asset all authority”, which means a mix of stocks, bonds, REITs, and commodities. (All Asset No Authority is if you bought them all equal weighted). I use FXAIX and VSGAX for stocks, FXNAX and VTIP for bonds, VGSLX for real estate, and DBC and GLD for commodities.
hey kids - having fun yet? Question about choosing funds in my retirement account which i won't be using for 15 years or so. I also have a 401k, but we can work on that later. In my Vanguard IRA I had about 400k spread across VMGMX, VSGAX, VWNEX, VWUAX. Now it's about 300k. Awesome. I was thinking about switching from the mutual funds to Index funds like VFIAX, VTI, VIG, VIGAX or similar, growth stock funds so I can grow as much money as possible curbing my risk level about 10 years from now. My question A.) Is it worth changing? I would think so because the index funds have a lower cost and invest in essentially the same things, right? And if so, is now the right time to make that change?