Is Vinix a good investment?

Is Vinix a good investment?

This fund carries a 5-year annualized total return of 10.92%, and it sits in the top third among its category peers. But if you are looking for a shorter time frame, it is also worth looking at its 3-year annualized total return of 13.98%, which places it in the top third during this time-frame.

What Fidelity fund is similar to VTSAX?

Fidelity’s FSKAX is a mutual fund by Fidelity Investments that nearly mirrors VTSAX. The biggest difference is that it has an expense ratio of 0.015%, less than half of VTSAX’s. FSKAX has no minimum investment whereas VTSAX’s minimum is $3,000.

Which is better VTSAX or FSKAX?

The only minor difference between them is that $FSKAX charges a 0.02% expense ratio fee while $VTSAX charges a 0.04% expense ratio fee. In other words, even with a slightly higher fee, $VTSAX has performed slightly better.

Is VTSAX better than Vfiax?

While VTSAX provides exposure to the total stock market, VFIAX will provide exposure only to the largest companies in the stock market. As you’ll notice, VTSAX and VFIAX are similar in structure and in their top 10 holdings. Both index funds will provide you with similar returns over time.

Can you make monthly contributions to a mutual fund?

Your mutual fund company might offer the option of automatic investing. Once you authorize automatic investing, the fund will draft your designated bank or brokerage account for a set amount on a regular basis, which could be weekly, monthly, bimonthly or quarterly, depending on the fund’s rules.

What is the difference between Vfiax and Vinix?

One fund, VFINX, is the “retail” version of the Vanguard 500 Fund; it’s what you would likely purchase in discretionary taxable accounts directly from Vanguard or on platforms such as Schwab or TDAmeritrade. It has about $45 billion in assets under management (AUM). The other fund, VINIX, is the institutional version.

What is the safest index fund?

  1. Fidelity ZERO Large Cap Index (FNILX) The Fidelity ZERO Large Cap Index mutual fund is part of the investment company’s foray into mutual funds with no expense ratio, thus its ZERO moniker.
  2. Vanguard S&P 500 ETF (VOO)
  3. SPDR S&P 500 ETF Trust (SPY)
  4. iShares Core S&P 500 ETF (IVV)
  5. Schwab S&P 500 Index Fund (SWPPX)

Is Fskax a good index fund?

Fidelity Total Market Index Fund (FSKAX) With more than 3,400 holdings, FSKAX reaches far beyond the S&P 500. No single company makes up more than 4% of the overall portfolio. For broad stock market exposure at index-fund pricing, FSKAX is definitely one of the best-performing Fidelity funds for retirement.

Does Fzrox pay dividends?

UPDATE: While FZROX does only pay dividends annually, the conclusion below is largely incorrect. FZROX actually reinvests those dividends internally to the fund throughout the year, and the growth is reflected in the share price.

Which is better vtsax or vfiax dividend yield?

The dividend yield for VTSAX (1.82%) is slightly lower than that of VFIAX (1.93%), which could make a small difference for investors who are looking for higher-yielding funds. The biggest difference between these two funds is their composition: VTSAX holds far more stocks than VFIAX.

How much money do you need to invest in vtsax?

VTSAX (Vanguard Total Stock Market Index Fund) VBTLX (Vanguard Total Bond Market Index Fund) These are the funds I own myself. In each case they are the “Admiral Shares” version. As such they have rock bottom expense ratios, but also require a minimum investment of $10,000.

Can you buy vtsax through a fidelity account?

You should be able to buy VTSAX thru your Fidelity account just as you have the other Vanguard funds. No disadvantage other than it is a bit more cumbersome. Personally, I prefer things to be as simple as possible, so I’d shift everything to Vanguard. But that reflects my temperament more than any financial advantage.

Is there a vanguard total stock market index fund?

For example, VTSAX is a Vanguard Total Stock Market Index Fund and that exact same portfolio can be found in five other funds, or what Vanguard calls “classes.” Below I list them with links to Vanguard and followed by their expense ratios and required minimum investment.

Is Vinix a good investment? This fund carries a 5-year annualized total return of 10.92%, and it sits in the top third among its category peers. But if you are looking for a shorter time frame, it is also worth looking at its 3-year annualized total return of 13.98%, which places it in the top…