2024 Vtsax versus vfiax - Jun 7, 2020 · Thanks for your insight. I am glad i caught this thread. I have been in a similar situation deciding VTSAX vs. VFIAX for awhile, which at this moment it is a non-issue. I have been adding Extended market to replicate VTSAX in my traditional 401k since they don't offer Total Stock Market. I have been 81 large cap, 14 extended market, and 5 total ...

 
They are generally only available to very large buyers (such as large retirement plans). VITSX has an expense ratio of 0.03% as opposed to VTSAX which has an expense ratio of 0.04%. (This is a negligible difference for you, but to your employer it adds up.) The funds are otherwise identical. . Vtsax versus vfiax

Nov 8, 2022 · VTSAX vs. VFIAX. Alright, with that said, let’s cover some commonly asked questions regarding VTSAX. What is the difference between VTSAX and VFIAX, the Vanguard 500 Index Fund? The original index fund initially introduced in 1975? Compared to VTSAX, VFIAX tracks the S&P 500 representing the 500 largest publicly traded companies in the US. Here again, some slight differences become apparent: At 4.44% VTSAX is a little bit more volatile than SWTSX at 4.40% on a monthly basis. The effects of this increased volatility also extend to the drawdown range: The maximum drawdown for the period from 2001 to 2020 peaked at -50.84% for VTSAX and -50.20% for SWTSX.One of the main differences between VTSAX and VFIAX is the number and diversity of their holdings. VTSAX holds more than seven times as many stocks as VFIAX (3,596 vs. 508 as of December 31, 2020). This means VTSAX offers more diversification than VFIAX across different sectors, industries, and companies.02-Dec-2022 ... The biggest difference between VFIAX and VTSAX is the market cap exposure of the funds. VFIAX tracks the S&P 500 index which includes mostly ...27-Sept-2022 ... So which one is better for investment, VFIAX or VTSAX? If you're looking for a long-term investment that will save you from inflation, VTSAX is ...Jul 17, 2020 · VFIAX could be a good buy-and-hold fit if you want an index fund that uses that S&P 500 as its benchmark. From a cost perspective, it’s easily one of the cheapest Vanguard funds to own, with an ... Apr 28, 2023 · Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) - Find objective, share price, performance, expense ratio, holding, and risk details. Personally I go with VTSAX > VFIAX but their performance is 99% correlated so it really doesn't matter. VTWAX it basically VTSAX + an international fund (VTIAX). It's about 60% VTSAX and 40% VTIAX. So if you want international exposure, you could just buy VTWAX or what some people do is buy 80% VTSAX and 20% VTIAX so they manually allocate it ...Fund Size Comparison. Both VFTAX and VTSAX have a similar number of assets under management. VFTAX has 6.37 Billion in assets under management, while VTSAX has 872 Billion . Minafi categorizes both of these funds as large funds. Fund size is a good indication of how many other investors trust this fund.Passive Indexing Community for Long-Term Lazy Investors. Bogleheads are passive investors who follow Jack Bogle's simple but powerful message to diversify and let compounding grow wealth. Jack founded Vanguard and pioneered indexed mutual funds. His work has since inspired others to get the most out of their long-term stock and bond investments ...Both VITSX and VTSAX are mutual funds. VITSX has a higher 5-year return than VTSAX (9.86% vs 9.85%). VITSX has a lower expense ratio than VTSAX (% vs 0.04%). VTSAX profile: The Fund seeks to track the performance of a benchmark index that measures the investment return of the overall stock market.Both VITSX and VTSAX are mutual funds. VITSX has a higher 5-year return than VTSAX (9.86% vs 9.85%). VITSX has a lower expense ratio than VTSAX (% vs 0.04%). VTSAX profile: The Fund seeks to track the performance of a benchmark index that measures the investment return of the overall stock market.FXAIX vs. VFIAX are largely the same. They are index funds and are largely structured similarly since they track the same stocks in the S&P 500 Stock Market Index. However, they have certain differences that set them apart. The first difference is in their expense ratio. FXAIX has a ratio of 0.015%, while VFIAX has a ratio of 0.04%.VFIAX is nearly $400/ share where as VTSAX is around $100/share. IF the expense ratio is just as low, does the share cost matter? Us: Early 30s, Household income is around ~$400k, No debt besides 340k left on mortgage, refinanced to a 15year last year, Net worth +570k, 4 years out of residency.Vanguard Total Stock Market Index Fund (VTSAX) The Vanguard Total Stock Market Index Fund had the top position with a 48.2% weight as of September 2022. VTSAX has 4,066 holdings across $257.6 ...Vanguard 500 Index Fund Investor Shares (VFINX) is the non-admiral version of the top-rated index fund, VFIAX. VFINX provides investors the same market exposure as its admiral version, VFIAX but at a higher expense ratio of 0.14%. The equivalent ETF is again Vanguard's S&P 500 ETF (VOO). Since VFIAX and VFINX seek to track the same index and ...Dec 2, 2020 · VTSAX is $105.84 and VFIAX $388.01 at the moment. Welcome to the forum! Funds can have different share prices for all sorts of reasons, including stock splits, different inception dates, and changes in the index followed. For example, SPDR currently operates two S&P 500 ETFs. VTSAX and VFIAX are both large cap blend funds. VTSAX has a very small portion of Mid cap and Small caps thrown in but not sufficient enough to make much of a difference... over the decades VTSAX and VFIAX have almost identical performance. The cult following to VTSAX is exactly that, herd mentality. VTSAX is not the ideal fund to hold if you ...The only difference is that VTI’s expense ratio is slightly lower at 0.03% compared with 0.04% for VTSAX. This is in alignment with other Vanguard comparisons, such as VOO versus VFIAX. The ...The Fund seeks to track the performance of its benchmark index, the S&P 500. The Fund employs an indexing investment approach. The Fund attempts to replicate the target index by investing all of ...Illegal Carrot wrote: ↑ Fri May 14, 2021 2:39 am Hello thread, I have a question about which large-cap fund to hold in my taxable account, specifically between VFIAX and VLCAX. My Roth IRA is composed of VTSAX/VTIAX for maximum equity diversity. Now I'm looking for a Vanguard non-VTSAX US large-cap fund for all the rest …Morningstar, "growth of $10k" graph (1992 – 2020), VTSAX vs VFIAX. So it seems that adding a little in mid/small cap stocks trying to mimic the holdings of a total stock market fund has historically made little difference in performance. See also: 1) Allan Roth, CBS Moneywatch (02/03/2010), ...Passive Indexing Community for Long-Term Lazy Investors. Bogleheads are passive investors who follow Jack Bogle's simple but powerful message to diversify and let compounding grow wealth. Jack founded Vanguard and pioneered indexed mutual funds. His work has since inspired others to get the most out of their long-term stock and bond investments ...When you have them on the compare chart, FXAIX comes in with lowest returns on the Overview tab for 3 y, 5y, and 10y (and it has the lowest expense ratio of the three). As an example, for 3y as of 11/30/22, VFIAX 10.87%, VOO 10.86%, and FXAIX 7.65%. Yet, on the graph below that, it shows growth of $10,000 over three years: FXAIX $13,637, VFIAX ...Vanguard's VFIAX is closely related to its VTSAX investment fund. Like VTSAX, VFIAX charges a low expense ratio of 0.04% with a minimum investment requirement of $3,000. The two funds have the ...Aug 13, 2021 · But since then, small- and mid- cap stocks have done a bit better, and the Total Stock Market Index return of 10.2 percent per year narrowly exceeded the 9.9 percent return of the S& P 500. But with a long- term correlation of 0.99 between the returns of the two indexes (1.00 is perfect correlation), there is little to choose between the two. 09-Nov-2023 ... With a mutual fund like VFIAX, all investors buy at the end of trading day at the fund's net asset value. Unlike VFIAX, the price of VOO ...Use the Fund Comparison Tool, on MarketWatch, to compare mutual funds and ETFs.Even though we use the Vanguard Total Stock Market Index fund (VTSAX), I normally just glance at the ending ticker for the S&P500 to see how the market did for the day/week/month. Today I saw the S&P500 went up 2.43%. Good news for sure, well until I checked and found that our investment balance went down, not up.24-Mar-2022 ... In terms of performance, VFIAX has delivered better short-term and long-term gains than VTSAX except when measured since their respective ...When you have them on the compare chart, FXAIX comes in with lowest returns on the Overview tab for 3 y, 5y, and 10y (and it has the lowest expense ratio of the three). As an example, for 3y as of 11/30/22, VFIAX 10.87%, VOO 10.86%, and FXAIX 7.65%. Yet, on the graph below that, it shows growth of $10,000 over three years: FXAIX $13,637, VFIAX ...The Fund seeks to track the performance of its benchmark index, the S&P 500. The Fund employs an indexing investment approach. The Fund attempts to replicate the target index by investing all of ...Feb 1, 2020 · If you are planning to invest $100k and like mutual funds better than ETFs, then get VITAX. Otherwise get VGT. The odd thing is I see VGT and VITAX performing differnetly on the same day. Like VITAX will go down sometimes while VGT goes up. This is a comparison of VFIAX vs VTSAX. Learn how to analyse which mutual fund is a better investment. Vanguard 500 Index Fund (VFIAX) seeks to track the performance of a benchmark index that measures the investment return of large-capitalization stocks.Vanguard Total Stock Market Index Fund (VTSAX) seeks to track…All things being equal, higher standard deviation measures indicate a higher dispersion around the mean return, suggesting more volatile returns over the selected time period. VFIAX currently has a better standard deviation. As of 6/30/2022, VFIAX’s 3-year standard deviation is 18.64%, while VTSAX’s is 19.37%.$10,000 invested in VTSAX (Total US Stock Market) in 2011 was worth $42,957 on January 31, 2022 (all dividends reinvested) $10,000 invested in VTIAX (Total International Stock Market) in 2011 was worth $17,402 on January 31, 2022 (all dividends reinvested) This is a huge difference. Why would it change after ten years?Nah definitely doesn't matter too much, vfiax is 80% of vtsax. But I like the ideology behind owning the whole market so I do have my allocation like 60% vfiax, 10% mid, 10% small, 20% developed international in my 401k. I know that tilts towards small cap heavier and I may adjust it in the future but just did 10% for simplicity sakeNov 2, 2023 · VTSAX. 0.04%. VANGUARD SMALL-CAP INDEX FUND ADMIRAL SHARES. VSMAX. ... Vanguard 500 Index Fund (VFIAX) Also known as the Vanguard S&P 500 Index fund, this is the one that started them all, giving ... Cruian. • 3 yr. ago. Roughly 80% or so of VTSAX is VFIAX. So if that other ~20% extended market overperforms, VTSAX benefits and VFIAX loses out; if that ~20% extended market underperforms, VTSAX still has the majority of its weight in the part that is overperforming. Personally, I have no idea why the S&P 500 is so popular.Final Thoughts VTSAX vs. VFIAX: Overview In this section, we’ll provide a summary of the scope and reach of these two successful mutual funds. What Is VTSAX?Dec 31, 2022 · VTSAX and VIGAX primarily differ in that the VIGAX fund is more focused on growth companies in the U.S. VIGAX also provide much less diversity with only 277 holdings compared to 3,535 holdings in VTSAX. These differences are because they intend to track different indexes. Lastly, VTSAX has double the yield of VIGAX (1.88% vs. 0.93%). Jan 25, 2023 · VTSAX and VFIAX present very similar levels of risk. Vanguard rates them both at a 4/5 on its risk/reward scale. Vanguard rates them both at a 4/5 on its risk/reward scale. These funds could be considered higher-risk because they are made up of 100% stocks without any low-risk or fixed-income assets. Morningstar, "growth of $10k" graph, VTSAX vs VFIAX. You can use the "custom" function to study total returns during any part of that 26 years that you wish. For international stocks either Dodge & Cox International Stock Fund (DODFX) ER 0.64% or American Funds EuroPacific Growth Fund R6 (RERGX) ER 0.50% would be good choices.Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) and Vanguard Total Stock Market ETF (VTI) are different share of the same fund. The investments are identical, and the regular mutual fund has the same very good tax-efficiency as the ETF. If your taxable account is at Vanguard you can use either.1) In my opinion, the difference between a total stock market index fund like VTSAX and an S&P 500 index fund like VINIX, hardly matters, because the S&P includes 80% of the dollars in the stock market, and because the rest of the stock market has been 93% correlated with the whole stock market. Whenever there is any difference, no matter how ...100% VTSAX vs. 100% VIGAX. Just curious if it would make a big difference for investing. As of now I am 100% VTSAX and have had no problems with the dramatic swings. I probably am performance chasing but with Apple, Amazon and facebook going crazy its hard to ignore the fact that the vast majority of growth funds are having a crazy year.When it comes to turnover, a lower turnover percentage is always better, especially for those investing in the fund in a taxable account. VTIAX Turnover Rate. VTSAX Turnover Rate. 7.2%. 4%. By this respect, VTSAX is better and should be more tax-efficient when held in a taxable account.The choice between these two funds is a matter of principle imho. Do you trust to put your money into a fund with 500 stocks that represent the S&P or a fund that is 2000 stocks that is a mixture of large caps, mids, and small. Their performance has pretty much been similar with the VFIAX outperforming VTSAX the last decade.This makes it double the cost of VFIAX 0.04%. From an optimization standpoint holding VFIAX of VTSAX is probably better, but I sure like having VDADX on a day like today when VTSAX and VFIAX are likely going to finish down around 1.2% and VDADX will likely only finish down only 0.6%.However, Robinhood does offer fractional shares for ETFs, so no major drop off. VTI = Total USA fund. 4,000 different stock holdings. A bit safer investment long-term. VOO = S&P 500 fund. The top 500 USA stocks on the stock market. This is what you maybe looking for. This is a Warren Buffet favorite for newbies.VTSAX and VIGAX primarily differ in that the VIGAX fund is more focused on growth companies in the U.S. VIGAX also provide much less diversity with only 277 holdings compared to 3,535 holdings in VTSAX. These differences are because they intend to track different indexes. Lastly, VTSAX has double the yield of VIGAX (1.88% vs. 0.93%).VASGX is a mutual fund, whereas VTI is an ETF. VASGX has a lower 5-year return than VTI (6.14% vs 10.12%). VASGX has a lower expense ratio than VTI (% vs 0.03%). VTI profile: Vanguard Index Funds - Vanguard Total Stock Market ETF is an exchange traded fund launched and managed by The Vanguard Group, Inc.Mar 24, 2022 · The higher the Sharpe ratio the better as it means that the fund is generating higher returns per every unit of risk it takes. For VFIAX, the Sharpe ratio stands at 1.38. Meanwhile, for VTSAX, that same ratio stands at 1.32. Between the two, VFIAX is delivering better risk-adjusted gains as its Sharpe ratio is higher. Expense Ratio. When comparing the VTI vs VTSAX expense ratio, you’ll find that they are different but not that much different. The VTI expense ratio is 0.03%, and the VTSAX expense ratio is 0.04%. …Jul 17, 2020 · VFIAX could be a good buy-and-hold fit if you want an index fund that uses that S&P 500 as its benchmark. From a cost perspective, it’s easily one of the cheapest Vanguard funds to own, with an ... VDADX is a mutual fund, whereas VIG is an ETF. VDADX has a lower 5-year return than VIG (9.8% vs 10.03%). VDADX has a lower expense ratio than VIG (% vs 0.06%). VIG profile: Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF is an exchange traded fund launched and managed by The Vanguard Group, Inc.New comments cannot be posted and votes cannot be cast. FSKAX or FZROX are much closer Fidelity equivalents. FXAIX is only the S&P 500, while VTSAX, FSKAX, and FZROX are all US total market style funds. VTSAX does have more holdings, but they'll be on the lower end (in terms of weight in the fund), to the point where it makes very little to no ...At Yahoo Finance, you get free stock quotes, up-to-date news, portfolio management resources, international market data, social interaction and mortgage ...In this video, I'll compare VTSAX and VFIAX and explain why I prefer the Vanguard Total Stock Market Index Fund, VTSAX. Both funds are excellent options for...VASGX is a mutual fund, whereas VTI is an ETF. VASGX has a lower 5-year return than VTI (6.14% vs 10.12%). VASGX has a lower expense ratio than VTI (% vs 0.03%). VTI profile: Vanguard Index Funds - Vanguard Total Stock Market ETF is an exchange traded fund launched and managed by The Vanguard Group, Inc.Alternatives to VFIAX and VTSAX. VFIAX and VTSAX are two of the most popular investment funds on the market, largely thanks to their low fees, broad diversification, and long history of success. If …02-Dec-2022 ... The biggest difference between VFIAX and VTSAX is the market cap exposure of the funds. VFIAX tracks the S&P 500 index which includes mostly ...Primarily, VFIAX has 509 total holdings, while VLCAX has 580 total equity holdings. Meaning that VLCAX is diversified across ~14% more holdings. Both funds pay out >95% QDI, but VLCAX is more diversified and has a few more non-QDI holdings that still get treated as QDI due to the 95% rule.VTSAX and VFIAX are horrible choices for you: $75 commission for no guaranteed extra returns over Fidelity's comparable funds. The ETFs, VTI and VOO respectively are ok, but you lose the convenience of mutual funds (but in normal taxable account, ETFs are slightly better right now). FXAIX is ok, but my personal preference is US total market ...Assets under management: $636.9 billion. Dividend yield: 1.5%. Expenses: 0.04%. Vanguard 500 Index Admiral ( VFIAX, $354.73) should be one of the best Vanguard index funds for 2021, 2022 and every ...I'm going to open up my ROTH IRA with Vanguard near the end of the month and plan on maxing it out for both years for 12K. Over time, I want to diversify into bonds (near retirement - 33 years away for me) but rather be very aggressive into stocks. I'll probably get into international as well too. But I was thinking 70/30 split between VFIAX/VTSAX.In this article, we will explore the difference between VFIAX vs FXAIX.. Choosing between Vanguard's 500 Index Fund Admiral Shares (VFIAX) and Fidelity's 500 Index Fund (FXAIX) can be challenging.Vanguard 500 Index Fund Admiral Shares, VFIAX, is a popular fund focusing on long-term growth. The fund invests in several sectors and …My friend currently has it as 1:1 ratio. What can be the ideal ratio scenarios? Around 80/20 VFIAX to VEXAX with fluctuations of around 5% bands generally. I target 80/20 and rebalance as needed. Wish I had a total market fund in 401k so it wasn’t needed. What is the reason to do this balance and allocation yourself when VTSAX exists? Because ...Differences between VFIAX and VTSAX: Track Different Indexes; Number Of Holdings; Diversification . VTSAX Profile. Fund Inception: 2000; Tracks the CRSP US …Jul 15, 2023 · FXAIX vs. VFIAX are largely the same. They are index funds and are largely structured similarly since they track the same stocks in the S&P 500 Stock Market Index. However, they have certain differences that set them apart. The first difference is in their expense ratio. FXAIX has a ratio of 0.015%, while VFIAX has a ratio of 0.04%. Nov 22, 2023 · The main difference between VTSAX and VTI is that VTSAX is an index fund while VTI is an ETF. Another significant difference is their expense ratio. VTSAX has an expense ratio of 0.04%, while VTI has an expense ratio of 0.03%. VTSAX also has a minimum investment of $3,000, while VTI has no minimum investment. With VOO’s slightly lower expense ratio of 0.03% vs. VFIAX’s 0.04%, VOO is slightly cheaper. As we saw above, this isn’t necessarily a huge difference in cost, but it is a consideration. Source: Vanguard. Over 10 years for every $10,000 invested, here is how much you would pay in fees: VOO = $71. VFIAX = $95.Nov 9, 2023 · As a market-cap-weighted fund, large-cap stocks in VTSAX still receive higher allocations, so the fund is overall very similar to VFIAX in terms of top holdings. Investors can expect a $3,000 ... The Vanguard Total Stock Market ETF (VTI) is nearly identical to VTSAX, but is an ETF instead of an index mutual fund. The Vanguard S&P 500 ETF (VOO) has a narrower focus compared to the two other options above. It tracks the S&P 500, which is comprised of the 500 largest companies in the United States.VTSAX and VIGAX primarily differ in that the VIGAX fund is more focused on growth companies in the U.S. VIGAX also provide much less diversity with only 277 holdings compared to 3,535 holdings in VTSAX. These differences are because they intend to track different indexes. Lastly, VTSAX has double the yield of VIGAX (1.88% vs. 0.93%).4. One fund, huge diversification in the stock arena. Even VFIAX, the S&P 500 index fund, offers plenty of diversification in the stock arena. But VTSAX provides access to the small and mid caps which is why I prefer it a bit. So those are the benchmarks. You can use them to evaluate the options you actually have available to you.Morningstar, "growth of $10k" graph, VTSAX vs VFIAX. You can use the "custom" function to study total returns during any part of that 26 years that you wish. For international stocks either Dodge & Cox International Stock Fund (DODFX) ER 0.64% or American Funds EuroPacific Growth Fund R6 (RERGX) ER 0.50% would be good choices.Both FXAIX and VTSAX offer low expense ratios and are suitable for long-term investors. However, there are some key differences to consider when deciding which fund is right for you. FXAIX is cheaper, with an expense ratio of 0.015%, versus VTSAX 0.04% for VTSAX. There is a $3,000 minimum investment for each Vanguard fund, including VTSAX ...VFIAX - Vanguard 500 Index Admiral - Review the VFIAX stock price, growth, performance, sustainability and more to help you make the best investments.Vtsax versus vfiax

May 19, 2021 · When it comes to turnover, a lower turnover percentage is always better, especially for those investing in the fund in a taxable account. VTIAX Turnover Rate. VTSAX Turnover Rate. 7.2%. 4%. By this respect, VTSAX is better and should be more tax-efficient when held in a taxable account. . Vtsax versus vfiax

vtsax versus vfiax

Here again, some slight differences become apparent: At 4.44% VTSAX is a little bit more volatile than SWTSX at 4.40% on a monthly basis. The effects of this increased volatility also extend to the drawdown range: The maximum drawdown for the period from 2001 to 2020 peaked at -50.84% for VTSAX and -50.20% for SWTSX.A few noticeable differences comparing VFIAX vs VTSAX: The benchmark indexes are different.Then we move on to their expense ratios. SWTSX has the lower ratio of the two at 0.03% compared to VTSAX’s 0.04%. When you compare them to the average mutual fund fee, both are lower, which often floats around the 0.75% mark. As for their issuer, SWTSX is a Charles Schwab mutual fund, while VTSAX is a Vanguard fund.The Vanguard Total Stock Market Index Fund (VTSAX) mutual fund invests in the U.S. equity market with more than 3,600 stock holdings in this one fund. This allows you to invest in large-, ...VTI vs VTSAX: The Differences · Investment structure: VTI is an exchange-traded fund, while VTSAX is a mutual fund. · Minimum investment: VTSAX typically requires ...Have you decided to start investing but unsure which to choose between VTSAX vs VFIAX? I've got you covered. #vtsax #vfiax #vanguardindexfunds If you want to...VTSAX Fees vs VFIAX Fees. No purchase fees, redemption fees, nor 12b-1 fees apply to either VTSAX or VFIAX fund purchases and holdings. However, you will be charged a $20 annual account service fee for each Vanguard Brokerage Account, and each individual Vanguard mutual fund holding with a balance of less than $10,000 in the account.This is still low as compared to other mutual funds. However, it is higher than many other Vanguard funds. But as compared to VTSAX, the fees charged by VTSMX are almost three times higher. For every investment of $10,000, it will cost you $3 per annum in VTSAX and $14 per annum in VTSMX.Both VLCAX and VTSAX are mutual funds. VLCAX has a higher 5-year return than VTSAX (10.64% vs 9.85%). VLCAX has a lower expense ratio than VTSAX (% vs 0.04%). VTSAX profile: The Fund seeks to track the performance of a benchmark index that measures the investment return of the overall stock market.24-Mar-2022 ... In terms of performance, VFIAX has delivered better short-term and long-term gains than VTSAX except when measured since their respective ...VTSAX tracks the broader CRSP US Total Market Index and so it owns many more mid-caps and small-caps, as of 10/31/2022. In other words, VFIAX is a large-cap vehicle, while VTSAX is a total market vehicle. That being said, due to market cap weighting, both funds are overwhelmingly influenced by the large-cap holdings. VFIAX. VTSAX. Large-Cap. 84%. 15-Mar-2023 ... Top Tax-Efficient Mutual Funds for U.S. Equity Exposure. Vanguard Total Stock Market Index VTSAX; Vanguard 500 Index VFIAX; DFA US Core Equity 1 ...What's the difference between VTSAX and VFIAX? In this video, I compare and contrast the two most popular stock market indexes: The Total Stock Market Index ...Nov 28, 2022 · When we compare the past 3-year difference in performance, VFIAX has higher returns at 10.18% versus VTSAX’s 9.67%. The variance tightens a bit when we go back 10 years. VFIAX returned 12.75% versus VTSAX’s 12.40%. But when we go back more than 20 years. All the way back to the year 2000, VTSAX outperforms VFIAX. 7.25% versus 6.93%. If you know you want X% of International, then you buy VTSAX and VTIAX with whatever % you want. Experts say, if you are going to hold, hold somewhere between 10% and market cap weight (40% or so in 2020). Less than 10% won't make any difference, and more than market cap weight is tilting where you probably shouldn't be tilting.Investor1319 Posts: 58 Joined: Mon May 28, 2018 5:58 pm VTSAX vs. VFIAX - What Am I Missing? by Investor1319 » Sun Jun 07, 2020 8:26 pm I have about $30K in …VASGX is a mutual fund, whereas VTI is an ETF. VASGX has a lower 5-year return than VTI (6.14% vs 10.12%). VASGX has a lower expense ratio than VTI (% vs 0.03%). VTI profile: Vanguard Index Funds - Vanguard Total Stock Market ETF is an exchange traded fund launched and managed by The Vanguard Group, Inc.VTSAX vs. VFIAX. Alright, with that said, let’s cover some commonly asked questions regarding VTSAX. What is the difference between VTSAX and VFIAX, the Vanguard 500 Index Fund? The original index fund initially introduced in 1975? Compared to VTSAX, VFIAX tracks the S&P 500 representing the 500 largest publicly traded companies in the US.Both VIGAX and VTSAX are mutual funds. VIGAX has a higher 5-year return than VTSAX (13% vs 9.85%). VIGAX has a lower expense ratio than VTSAX (% vs 0.04%). VTSAX profile: The Fund seeks to track the performance of a benchmark index that measures the investment return of the overall stock market.The best stock comparison tool in Galaxy! Pick any two stocks and find out how much money each would've made you had you purchased them at the same time. Both VEXAX and VTSAX are mutual funds. VEXAX has a lower 5-year return than VTSAX (4.25% vs 9.09%). Below is the comparison between VEXAX and VTSAX.Cocoa Beach Bum wrote: ↑ Thu Jan 26, 2023 3:25 pm As of 12/31/2022, VTSAX (Total US) held 3,992 US stocks while VTWAX (Total World) held only 1,807 US stocks. VTWAX is actually missing 2,185 stocks that are found in VTSAX. Expressed another way, VTWAX misses more stocks found in VTSAX than it includes.Morningstar, "growth of $10k" graph (1992 – 2020), VTSAX vs VFIAX. So it seems that adding a little in mid/small cap stocks trying to mimic the holdings of a total stock market fund has historically made little difference in performance. See also: 1) Allan Roth, CBS Moneywatch (02/03/2010), ...Another difference is that VFIAX has a higher expense ratio than VOO (0.04% vs. 0.03%). VFIAX also has a minimum investment requirement of $3,000, while there is no such requirement for VOO. You can buy a single share of the Vanguard S&P 500 ETF at its current price. This makes the Vanguard S&P 500 ETF more accessible to …Pass_Little • 2 yr. ago. The 8% you expect is over a LONG period of time. VTSAX has returned 25.71% this past year, which is almost as much as VFTAX. In order for the 8% average to hold out, VTSAX will have to return under 8% for some period of time to bring the average down to 8% long-term.In this video, I'll compare VTSAX and VFIAX and explain why I prefer the Vanguard Total Stock Market Index Fund, VTSAX. Both funds are excellent options for...vtsax/vtiax vs. vtwax I'm curious to what everyone's opinions on what you think would be the best allocation for VTSAX/VTIAX would be for a portfolio with a 30-40 year time frame in a Roth IRA. For example; 70/30, 80/20, 60/40 or something along those lines.Both VITSX and VTSAX are mutual funds. VITSX has a higher 5-year return than VTSAX (9.86% vs 9.85%). VITSX has a lower expense ratio than VTSAX (% vs 0.04%). VTSAX profile: The Fund seeks to track the performance of a benchmark index that measures the investment return of the overall stock market.Apr 28, 2023 · Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) - Find objective, share price, performance, expense ratio, holding, and risk details. VTSAX vs VFIAX: The Similarities Between the Two These index funds are pretty similar, and there are many similarities between these two index funds. …Nov 22, 2023 · The main difference between VTSAX and VTI is that VTSAX is an index fund while VTI is an ETF. Another significant difference is their expense ratio. VTSAX has an expense ratio of 0.04%, while VTI has an expense ratio of 0.03%. VTSAX also has a minimum investment of $3,000, while VTI has no minimum investment. VIMAX and VSMAX make it more complicated and will often have a little bit of overlap. Unless you wanted to customize your weighting to small and mid caps like I do, you are better off using VEXAX which is specifically designed to compliment VFIAX, currently in about an 82/18 ratio to replicate VTSAX. Then of course there is the issue of adding ... VTSAX vs. VFIAX. Alright, with that said, let’s cover some commonly asked questions regarding VTSAX. What is the difference between VTSAX and VFIAX, the Vanguard 500 Index Fund? The original index fund initially introduced in 1975? Compared to VTSAX, VFIAX tracks the S&P 500 representing the 500 largest publicly traded companies in the US.Morningstar, "growth of $10k" graph, VTSAX vs VFIAX. You can use the "custom" function to study total returns during any part of that 26 years that you wish. For international stocks either Dodge & Cox International Stock Fund (DODFX) ER 0.64% or American Funds EuroPacific Growth Fund R6 (RERGX) ER 0.50% would be good choices.May 19, 2021 · When it comes to turnover, a lower turnover percentage is always better, especially for those investing in the fund in a taxable account. VTIAX Turnover Rate. VTSAX Turnover Rate. 7.2%. 4%. By this respect, VTSAX is better and should be more tax-efficient when held in a taxable account. The big difference between this fund and the one above is the number of stocks and which stocks are included in the index. The VTSAX index includes 3,945 stocks, more than eight times the number you get with VFIAX. VTSAX performance is highly correlated with VFIAX performance. The 10-year returns are nearly identical across the two indices.For these two funds, VFIAX has an expense ratio of 0.04% while VTSAX has an expense ratio of 0.04%. In this case, both of these funds have the same fee. Winner: tie Fund Size Comparison. Both VFIAX and VTSAX have a similar number of assets under management. VFIAX has 519 Billion in assets under management, while VTSAX has 872 Billion.VASGX is a mutual fund, whereas VTI is an ETF. VASGX has a lower 5-year return than VTI (6.14% vs 10.12%). VASGX has a lower expense ratio than VTI (% vs 0.03%). VTI profile: Vanguard Index Funds - Vanguard Total Stock Market ETF is an exchange traded fund launched and managed by The Vanguard Group, Inc.The biggest distinction between VTSAX vs VFIAX is in their fund composition and exposure. VTSAX covers up to 4,500 stocks while VFIAX focuses on the top 500 …This is still low as compared to other mutual funds. However, it is higher than many other Vanguard funds. But as compared to VTSAX, the fees charged by VTSMX are almost three times higher. For every investment of $10,000, it will cost you $3 per annum in VTSAX and $14 per annum in VTSMX.The second-largest Vanguard fund strategy with "only" about $793 billion in total net assets is the Vanguard 500 Index Fund Admiral Shares (VFIAX, $383.51). As the name implies, this is a low-cost ...Another difference between the two funds is that VFIAX comes with a minimum $3,000 investment. In comparison, you can invest in VOO for the price of one share, which is normally a few hundred bucks. Another difference between the two funds is the fees—VFIAX comes with an expense ratio of 0.04%, while VOO’s expense ratio is 0.03%.The choice between these two funds is a matter of principle imho. Do you trust to put your money into a fund with 500 stocks that represent the S&P or a fund that is 2000 stocks that is a mixture of large caps, mids, and small. Their performance has pretty much been similar with the VFIAX outperforming VTSAX the last decade.The primary difference between VTSAX and VTI is that VTSAX is an index fund while VTI is an ETF. Another significant difference is their expense ratio. VTSAX has an expense ratio of 0.04%, while VTI has an expense ratio of 0.03%. VTSAX has a minimum investment of $3,000, while VTI has no minimum investment.Nov 9, 2023 · As a market-cap-weighted fund, large-cap stocks in VTSAX still receive higher allocations, so the fund is overall very similar to VFIAX in terms of top holdings. Investors can expect a $3,000 ... $10,000 invested in VTSAX (Total US Stock Market) in 2011 was worth $42,957 on January 31, 2022 (all dividends reinvested) $10,000 invested in VTIAX (Total International Stock Market) in 2011 was worth $17,402 on January 31, 2022 (all dividends reinvested) This is a huge difference. Why would it change after ten years?The main difference between VTSAX and VTI is that VTSAX is an index fund while VTI is an ETF. Another significant difference is their expense ratio. VTSAX has an expense ratio of 0.04%, while VTI has an expense ratio of 0.03%. VTSAX also has a minimum investment of $3,000, while VTI has no minimum investment.Vanguard Compare Products. Tax center. Overview. Composition. Performance. Risk. Create new comparison. 800-997-2798 Contact us. Tax center — Your source for important tax information on all Vanguard investment products. In this video, I'll compare VTSAX and VFIAX and explain why I prefer the Vanguard Total Stock Market Index Fund, VTSAX. Both funds are excellent options for...Apr 14, 2022 · VFIAX closely tracks the S&P 500 and may have the potential to slightly outperform VTSAX in the future. VTSAX is a little more flexible: VTSAX offers a higher level of flexibility than VFIAX. The ... VTSAX vs VFIAX. The primary difference between VTSAX and VFIAX is the index they track. VTSAX tracks the CRSP US Total Market Index, while VFIAX tracks the S&P 500 index. Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) provides investors with exposure to the entire United States equity market.A few noticeable differences comparing VFIAX vs VTSAX: The benchmark indexes are different.The big difference between VTSAX and VFINX, is that VTSAX is the 'Admiral Class' shares of the Total Stock Market, and VFINX is the 'Investor Class' version of the S&P 500 which has a higher expense ratio then VFIAX which is the 'Admiral Class' of the S&P 500. VFIAX will reliably outperform VFINX because it costs less.New comments cannot be posted and votes cannot be cast. FSKAX or FZROX are much closer Fidelity equivalents. FXAIX is only the S&P 500, while VTSAX, FSKAX, and FZROX are all US total market style funds. VTSAX does have more holdings, but they'll be on the lower end (in terms of weight in the fund), to the point where it makes very little to no ...Vanguard 500 Index Fund Investor Shares (VFINX) is the non-admiral version of the top-rated index fund, VFIAX. VFINX provides investors the same market exposure as its admiral version, VFIAX but at a higher expense ratio of 0.14%. The equivalent ETF is again Vanguard's S&P 500 ETF (VOO). Since VFIAX and VFINX seek …When looking at my portfolio the last 10 years, VFIAX has absolutely crushed it. But VTIAX is actual dog shit. I've subscribed to the boglehead strategy, and my exposure to VTIAX is less than VFIAX, but when combined the international side really drags my entire portfolio down. If I stuck with VFIAX I would have been in a much better spot.VIMAX and VSMAX make it more complicated and will often have a little bit of overlap. Unless you wanted to customize your weighting to small and mid caps like I do, you are better off using VEXAX which is specifically designed to compliment VFIAX, currently in about an 82/18 ratio to replicate VTSAX. Then of course there is the issue of adding ...New comments cannot be posted and votes cannot be cast. FSKAX or FZROX are much closer Fidelity equivalents. FXAIX is only the S&P 500, while VTSAX, FSKAX, and FZROX are all US total market style funds. VTSAX does have more holdings, but they'll be on the lower end (in terms of weight in the fund), to the point where it makes very little to no ...The only difference is that VTI’s expense ratio is slightly lower at 0.03% compared with 0.04% for VTSAX. This is in alignment with other Vanguard comparisons, such as VOO versus VFIAX. The ... May 14, 2021 · Primarily, VFIAX has 509 total holdings, while VLCAX has 580 total equity holdings. Meaning that VLCAX is diversified across ~14% more holdings. Both funds pay out >95% QDI, but VLCAX is more diversified and has a few more non-QDI holdings that still get treated as QDI due to the 95% rule. DODGX is a mutual fund, whereas SPY is an ETF. DODGX has a lower 5-year return than SPY (8.52% vs 9.95%). DODGX has a higher expense ratio than SPY (0.52% vs 0.09%). SPY profile: SPDR S&P 500 ETF Trust is an exchange traded fund launched and managed by State Street Global Advisors, Inc.Both VITSX and VTSAX are mutual funds. VITSX has a higher 5-year return than VTSAX (9.86% vs 9.85%). VITSX has a lower expense ratio than VTSAX (% vs 0.04%). VTSAX profile: The Fund seeks to track the performance of a benchmark index that measures the investment return of the overall stock market.Since then, the standard deviation for the total stock market (VTSMX) has been 14.90%, and the standard deviation for the Vanguard 500 (VFINX) has been 14.50%. VFIAX and VTSAX are 100% equity funds and can be very volatile. Both have had drawdowns of more than 50% and have had negative returns over 10-year periods.Both VLCAX and VTSAX are mutual funds. VLCAX has a higher 5-year return than VTSAX (10.64% vs 9.85%). VLCAX has a lower expense ratio than VTSAX (% vs 0.04%). VTSAX profile: The Fund seeks to track the performance of a benchmark index that measures the investment return of the overall stock market.. Quicken loans asset based mortgage