SWPPX vs VTSAX. So someone would invest in VTSAX over VFIAX if they felt small/mid cap would out perform large cap? Below is the comparison between VFIFX and VTSAX. Finally, the Wellington Fund gives “Investors with a long-term time horizon who want growth and some income may wish to consider this fund.” The Wellington Fund is one of the few actively managed funds I endorse! This thread is archived. VTSAX Fees vs VFIAX Fees No purchase fees, redemption fees, nor 12b-1 fees apply to either VTSAX or VFIAX fund purchases and holdings. Both VTSAX and VFIAX are mutual funds. Posted on 3 noviembre, 2020 at 22:45 by / 0. As the name suggests, the S&P 500 is composed of the largest 500 publicly traded companies in the U.S ... VTSAX holds far more stocks than VFIAX. Because VFIAX type companies are also heavily represented in VTSAX, you will probably find if you compare graphs of their performance over the past years that they track fairly closely. An initial $10,000 investment turns into $714,671 for FZROX and $733,569 for VTSAX, a difference of $18,898 or about 2.6%. VTSAX has a higher 5-year return than VFIAX (13.65% vs 13.61%). Please note: this is not me asking for advice about my personal situation. lol. VLCAX has a higher expense ratio than VTSAX (0.05% vs 0.04%). As an investor comparing SWPPX vs VTSAX, I would prefer to go with Schwab. This was in mid-2012 when the stock market had a slight dip, but since the S&P 500 just hit a new record high you don't have any of those right now. I wrote another review on VFIAX vs VTSAX if you are interested. 3 November 2020 Uncategorized. share. If you are interested in other fund comparisons, check out the following: VTSAX vs VFIAX; VTSAX vs VTI Below is the comparison between VLCAX and VTSAX. vtwax vs vtsax reddit. They're going to track very close. For example; 70/30, 80/20, 60/40 or something along those lines. vtsax vs vfiax? They seem very similar to me. VFIAX vs VOO The total market is better. New comments cannot be … See image below, showing past 9.5 years compared. Both VLCAX and VTSAX are mutual funds. VTSAX is all US companies, so you get some small-cap exposure in there and are truly buying the entire "haystack". Both VTSAX and VWUSX are mutual funds. I am a massive proponent in Vanguard’s low-cost strategy, so that’s why they receive my reviews. The returns are 99.99% the same with a correlation of 1 per PortfolioVisualizer. VTSAX vs. VFIAX: Differences in Composition. In practice, VTSAX is mostly S&P 500 anyway because its market weighted and that is where most of the capital is. It appears that the performance of VFIAX vs SWPPX and VTSAX vs SWTSX are almost identical, however, the Tax Cost Ratio on both of Schwab's indexes is higher. The top 10 holdings for VTSAX vs VFIAX are the same stocks but in different percentages.These 10 stocks make up more of VFIAX at 27% compared to VTSAX … What I did when I partially switched was sold all shares of VFIAX I had that would incur a capital loss, then bought shares of VTSAX instead. In addition you want to expose to other equity sectors because it's more diversified, for instance Small Caps returned +9.0% between 2000-2009 while Large cap S&P500 returned -0.9% which is a HUGE difference. They hold the exact same collection of stocks (every individual publicly traded stock in the U.S.), they have the exact same dividend yield, and they earn the exact same annual returns. Thanks! I have the same question with Vanguard Total Stock Market Index VTSAX vs Schwab Total Stock Market Index SWTSX. Despite VTSAX’s 0.04% expense ratio, VTSAX only trails the market by 0.07%, less than VWUAX has a higher 5-year return than VTSAX (21.93% vs 14.58%). It really doesn't matter, I doubt they're ever going to be more than .5% out of sync or so. Can someone help me understand what the differences are between VTSAX / VFIAX and why those differences would sway some to choose investing in one over the other? Although they are both categorized as a 4 out of 5 for risk level, VIGAX has a higher risk profile. Both VFIFX and VTSAX are mutual funds. As far as the timeframe goes, I'd check your favorite finance site and plot the two together. VTSAX hols about 3,100 more stocks than VFIAX. This looks at how they compare and which is best for your personal situation. Both VWUAX and VTSAX are mutual funds. 16. Always see folks recommending VTSAX, but see few mentions of VFIAX. vfinx vs vtsax reddit. VTSAX: Holds over 3500 (large-, medium-, small-cap) VTI vs. VTSAX: Identical Investments. VTSAX is not the ideal fund to hold if you are looking to expose yourself to all sectors. 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