# Vanguard Mutual Funds Showcase Performance Records Across Equity and Growth Strategies

- URL: https://stocks.freetheai.org/news/vanguard-mutual-funds-showcase-performance-records-across-equity-and-growth-33347f
- Published: 2026-10-16T07:49:00Z
- Category: markets; sentiment: neutral; impact: low
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The Vanguard Group manages $12 trillion in assets across 465 funds as of late 2025. Operating under a mutual ownership structure where funds are owned by shareholders, the firm maintains a lineup of low-cost investment products for tens of millions of investors worldwide.

Three funds in Vanguard lineup showcase distinct strategies across global equities, dividend stocks, and growth investments. Vanguard Equity Income Fund (VEIPX) focuses on dividend-paying mid- and large-cap stocks, delivering 16.5% in three-year annualized returns with 221 holdings as of June 2026. Meanwhile, Vanguard Global Wellington Investor (VGWLX) blends international value stocks and fixed-income assets, posting a 14.4% three-year annualized return with a 0.41% expense ratio.

For growth-focused strategies, Vanguard PRIMECAP Investor (VPMCX) targets undervalued companies with strong earnings potential, generating 24.4% in three-year annualized returns. Managed in part by Joel P. Fried since 1988, the fund demonstrates the potential of long-term active management. Investors continue to monitor fund performance and expense structures as global market conditions evolve.

## Key points

- The Vanguard Group manages $12 trillion in assets under management across 465 funds as of December 31, 2025.
- Vanguard Equity Income Fund (VEIPX) posted a three-year annualized return of 16.5% and held 221 issues as of June 2026.
- Vanguard Global Wellington Investor (VGWLX) combines value equities with fixed-income assets and charges a 0.41% expense ratio.
- Vanguard PRIMECAP Investor (VPMCX) achieved a 24.4% three-year annualized return targeting growth stocks.

## Questions and answers

### What are the three-year returns for Vanguard Equity Income Fund?

Vanguard Equity Income Fund (VEIPX) has achieved a three-year annualized return of 16.5%. As of June 2026, the fund held 221 positions, with 5.6% of its portfolio invested in Broadcom.

### What is the expense ratio for Vanguard Global Wellington Investor?

Vanguard Global Wellington Investor (VGWLX) has an expense ratio of 0.41%. The fund invests in undervalued U.S. and international large- and mid-cap stocks alongside domestic and foreign bonds.

### Who manages Vanguard PRIMECAP Investor fund?

Joel P. Fried has served as one of the fund managers for Vanguard PRIMECAP Investor (VPMCX) since 1988. The fund focuses on undervalued large- and mid-cap stocks with strong earnings growth potential.