Vanguard Energy Fund Admiral Shares (VGELX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 0.45: the stock has moved about 55% less than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 18, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerVanguard Energy Fund Admiral Shares (VGELX) trades at $112.62. Vanguard Energy Fund Admiral Shares (VGELX) is an actively managed fund providing investors with exposure to energy-related companies. The fund invests in both U.S. and non-U.S. Sector: Financials.
Price as of · Last analyzed: Mar 18, 2026Analyst Coverage for VGELX: VGELX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Vanguard Energy Fund Admiral Shares (VGELX) Financial Services Profile
Vanguard Energy Fund Admiral Shares (VGELX) offers low-cost exposure to a diversified portfolio of U.S. and international energy companies involved in production, transmission, research, and conservation. The fund, with a $7.43 billion market cap and a beta of 0.45, is designed as a long-term complementary holding within a broader investment strategy.
What Is the Investment Thesis for VGELX?
Vanguard Energy Fund Admiral Shares (VGELX) presents a focused investment in the energy sector, offering diversification across various energy-related activities and geographies. With a market capitalization of $7.43 billion and a beta of 0.45, the fund exhibits moderate volatility. A key value driver is its low-cost exposure to both U.S. and international energy markets. Growth catalysts include increasing global demand for energy and advancements in energy technologies. However, potential risks include the inherent volatility of energy markets and the impact of regulatory changes on the energy sector. The fund's upcoming name change to Vanguard Energy Opportunities Fund on May 12, 2026, signals a continued focus on energy-related investments without altering its core strategies.
Based on FMP financials and quantitative analysis
VGELX Key Highlights
Market Cap of $7.43B indicates a significant presence in the energy sector investment landscape.
- Beta of 0.45 suggests lower volatility compared to the broader market, potentially offering a more stable investment within the energy sector.
- Actively managed fund allows for strategic allocation to capitalize on emerging opportunities and mitigate risks within the energy sector.
- Exposure to both U.S. and non-U.S. energy companies provides diversification and access to global energy markets.
- Low-cost structure enhances investor returns by minimizing expenses associated with fund management.
Who Are VGELX's Competitors?
VGELX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| EWZ iShares MSCI Brazil ETF | $42.37 | -1.47% | $8.50B | — |
| FDL First Trust Morningstar Dividend Leaders Index Fund | $49.33 | -0.15% | $6.98B | — |
| FPE First Trust Preferred Securities and Income ETF | $17.01 | -0.58% | $6.06B | — |
| IBB iShares Biotechnology ETF | $204.25 | +0.56% | $10.1B | — |
| IDV iShares International Select Dividend ETF | $41.78 | +0.07% | $7.58B | — |
| BLK BlackRock, Inc. | $1069.63 | -0.91% | $166B | 52 5-pillar |
| BX Blackstone Inc. | $111.82 | -1.36% | $135B | 69 5-pillar |
| APOS Apollo Global Management, Inc. | $25.50 | -0.39% | $74.6B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are VGELX's Key Strengths?
Low expense ratio enhances investor returns.
- Diversified exposure to various energy sub-sectors.
- Active management allows for strategic adjustments.
- Established brand reputation of Vanguard.
What Are VGELX's Weaknesses?
Concentrated focus on the volatile energy sector.
- Performance highly dependent on energy market conditions.
- Potential for underperformance compared to broader market indices.
- Exposure to foreign securities increases volatility.
What Are the Key Risks for VGELX?
Volatility in energy markets due to geopolitical events and economic cycles.
- Regulatory changes impacting the energy sector, such as carbon taxes and emissions standards.
- Competition from other energy-focused investment funds.
- Dependence on the performance of energy companies.
- Exposure to foreign securities increases volatility.
What Are VGELX's Competitive Advantages?
- Low-cost structure attracts cost-conscious investors.
- Diversified exposure to the energy sector mitigates risk.
- Active management allows for strategic adjustments based on market conditions.
What Does VGELX Do?
Vanguard Energy Fund Admiral Shares (VGELX) is an actively managed fund designed to provide investors with exposure to companies involved in various aspects of the energy sector. These activities include the production and transmission of energy and energy fuels, the manufacturing of components for energy-related activities, energy research, and initiatives focused on energy conservation and pollution control. The fund was created to offer a diversified approach to investing in the energy sector, encompassing both U.S. and non-U.S. companies. The fund can allocate up to 100% of its assets to foreign securities, which introduces a higher level of volatility compared to solely domestic holdings. Given the potential for significant year-to-year fluctuations in returns, VGELX is best suited for investors with a long-term investment horizon. As of March 18, 2026, the fund manages $7.43 billion in assets. The fund's investment objective, strategies, and policies will remain unchanged, even with the upcoming name change to Vanguard Energy Opportunities Fund effective May 12, 2026.
What Products and Services Does VGELX Offer?
- Invests in companies involved in the production and transmission of energy.
- Allocates capital to businesses focused on energy fuels and related component products.
- Supports companies engaged in energy research and development.
- Finances initiatives related to energy conservation and pollution control.
- Offers investors exposure to both U.S. and non-U.S. energy markets.
- Actively manages a portfolio of energy-related securities.
- Provides a low-cost investment option for accessing the energy sector.
How Does VGELX Make Money?
- Generates revenue through management fees charged as a percentage of assets under management (AUM).
- Aims to provide capital appreciation and income to investors through strategic investments in energy companies.
- Utilizes active management to identify and capitalize on opportunities within the energy sector.
What Industry Does VGELX Operate In?
Vanguard Energy Fund Admiral Shares operates within the asset management industry, specifically focusing on the energy sector. The energy sector is subject to cyclical trends influenced by global economic growth, geopolitical events, and technological advancements. The competitive landscape includes other specialized energy funds and broader market ETFs. VGELX differentiates itself through its active management, low-cost structure, and diversification across various energy sub-sectors and geographies. The fund's focus aligns with the ongoing demand for energy and the transition towards cleaner energy sources.
Who Are VGELX's Key Customers?
- Individual investors seeking exposure to the energy sector.
- Institutional investors looking for diversified energy investments.
- Retirement savers aiming to include energy stocks in their portfolios.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
VGELX Financials
Bull Case vs Bear Case
Bull Case
- Low expense ratio enhances investor returns.
- Diversified exposure to various energy sub-sectors.
- Active management allows for strategic adjustments.
- Established brand reputation of Vanguard.
Bear Case
- Concentrated focus on the volatile energy sector.
- Performance highly dependent on energy market conditions.
- Potential for underperformance compared to broader market indices.
- Exposure to foreign securities increases volatility.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
VGELX Latest News
No recent news available for VGELX.
VGELX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for VGELX.
Price Targets
Wall Street price target analysis for VGELX.
VGELX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for VGELX; grades run from A+ (80-100) to F (below 30).
VGELX Financials Stock FAQ
What does Vanguard Energy Fund Admiral Shares do?
Vanguard Energy Fund Admiral Shares (VGELX) is an actively managed investment fund that focuses on providing investors with exposure to the energy sector. By investing in both U.S. and non-U.S.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Reliance on provided data for factual accuracy.