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VSPVX Vanguard S&P 500 Value Index Instl Forecast, Technical & Fundamental Analysis

The investment seeks to track the performance of the S&P 500® Value Index that measures the investment return of large-capitalization value stocks in the United States... Show more

Category: #Large Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Walmart (NASDAQ:WMT), ExxonMobil Holdings Corporation (NYSE:XOM), Johnson & Johnson (NYSE:JNJ), Bank of America Corp (NYSE:BAC), Chevron Corp (NYSE:CVX), Unitedhealth Group (NYSE:UNH), Procter & Gamble Company (NYSE:PG), Home Depot (NYSE:HD).

Industry description

The investment seeks to track the performance of the S&P 500® Value Index that measures the investment return of large-capitalization value stocks in the United States. The target index measures the performance of large-capitalization value companies in the United States. Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the stocks that make up the Target Index.

Market Cap

The average market capitalization across the Vanguard S&P 500 Value Index Instl MF is 550.3B. The market cap for tickers in the group ranges from 331B to 935.13B. JPM holds the highest valuation in this group at 935.13B. The lowest valued company is HD at 331B.

Volume

The average weekly volume growth across all stocks in the Vanguard S&P 500 Value Index Instl MF was 12%. For the same stocks of the MF, the average monthly volume growth was -19% and the average quarterly volume growth was -40%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 53
P/E Growth Rating: 37
Price Growth Rating: 33
SMR Rating: 38
Profit Risk Rating: 35
Seasonality Score: -35 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Details
Category
Large Value
Address
Vanguard Admiral FundsP.O. Box 2600, V26 V26Valley Forge
Phone
N/A
Web
www.vanguard.com
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VSPVX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, VSPVX has been closely correlated with DODGX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if VSPVX jumps, then DODGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VSPVX
1D Price
Change %
VSPVX100%
-0.16%
DODGX - VSPVX
92%
Closely correlated
+0.73%
DOXGX - VSPVX
92%
Closely correlated
+0.73%
RMFEX - VSPVX
92%
Closely correlated
+0.05%
RMEBX - VSPVX
92%
Closely correlated
+0.05%
RMFCX - VSPVX
92%
Closely correlated
+0.05%
More
Vanguard S&P 500 Value Index Instl (VSPVX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com