Understanding vimax holdings requires examining multiple perspectives and considerations. What would you do - Mr. What would you doOf all financial "mistakes" you could have made, this may be the most harmless, and I wouldn't even call it a mistake. VIMAX is a perfectly good fund to own. Instant diversification, expense ratio of 0.09%. There are people out there trying to pick stocks, paying outrageous fees and buying whatever God-awful financial product is cooked up in the towers ... VIMAX vs VTSAX vs VEXAX - dividends and cap gains.
I didn't account for this info when picking VIMAX. So, it is more practical to go with ... Given higher div in VTSAX and lower expense ratio, but typically VIMAX performs better...
Or just let it boil in whatever I chose first and let the investment be "boring" and not bother? How to recreate VTSAX with VFIAX/VIMAX/VSMAX? I know it is pretty much splitting hairs, and I think I've heard before that VTSAX is mostly the S&P500 by weight (70-80%?), but is there a way to get a rough recreation of VTSAX through a combination of VFIAX, VIMAX, and VSMAX? The latter three are options in my company's 401k with no VTSAX option. VIIIX vs VIGIX - How do I better understand this?.
Most websites show annualized returns, but I see "cumulative" performance is available on Vanguard's website. From another angle, the S&P 7 ("magnificent seven") have dramatically outperformed, and all of those are growth companies. The growth index (VIGIX) has a much larger allocation to ...
TRBCX vs VTSAX/VFIAX - interesting - Mr. Here's a far better VTSAX substitute... Vanguard's Midcap Fund.
Another key aspect involves, long-term, it trounces the Total Market (and TRBCX). Similarly, it's still indexing, and it's fee is nearly as dead low as the Total Market. It's essentially a LargeCap and Midcap fund, whereas the Total Market is really a MEGAcap and Largecap fund. Transferring taxable investments from Vanguard to Fidelity?.
I recently got married and my wife and I plan to merge our Vanguard taxable investment holdings into a joint brokerage account. We've been pretty interested in the new Fidelity zero fee funds being offered. Since the only two holdings we have in our Vanguard taxable accounts are total stock VTSAX and total international VTIAX, would these be eligible to transfer "in-kind" without having to be ... - forum.mrmoneymustache.com.
I am in the process of consolidating investment accounts to Vanguard, and recently did a free initial consultation/portfolio review with them. I am pretty impressed with the recommendations (saved me a lot of time / math to get a base asset allocation across the accounts).
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