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Personal Finance and Investing

In reply to the discussion: New fund? [View all]

question everything

(49,179 posts)
12. Thanks. Yes, this is one of the funds that I am looking
Wed Jul 8, 2020, 01:06 PM
Jul 2020

The one that I want to drop is Dividends Growth Fund - VDIGX. Many years ago, before the Great Recession, I think, I was reading the WSJ on a plane, and it recommended this one. I kept it even when a Vanguard planner did not include it in their suggestions. We got a plan when we consolidated several iRAs. Over the years it performed nicely.

But this year it does not seem to perform well and with a 0.27% expense I think it is time to move.

Among the alternatives that I looked is Dividends Appreciation Index VDADX which appears similar but with expense of 0.08%. One reason may be 225 stocks vs. 40 which may account for it being more expensive.

Also the Growth Fund include cap gain distributions while the Div appreciation does not..

Will go to Morningstar. Thanks for your input

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