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• 3 yr. ago. SaltTension6036. Why VTWAX over VTSAX, when the latter has performed stronger for 49 years? I understand past performance doesn't always indicate future performance. This is a genuine question I am trying to understand. With a $10k initial investment in VTSAX in 1972 and annual rebalancing, you would have $372,681 today.Fund Size Comparison. Both VDADX and VTSAX have a similar number of assets under management. VDADX has 51.7 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.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, …As of 6/30/2023, VTSAX had $317 billion in total net assets, while VTI had $310 billion. They both hold roughly 3,900 stocks. The technology sector accounts for 29.9% of each fund’s assets, followed by consumer discretionary at 14.50% and industrials at 13.00%. Th same stocks make up the highest percentage of each fund’s assets, too.But even if you don't care about that, the ER is still lower by holding separately. US:VTI/VTSAX, EXUS:VXUS/VTIAX. The ETF shares also have a lower ER than the MF, because MF cost more to administer. 1. gcc-O2. • 2 yr. ago. The foreign tax gets difficult once you have more than $300 in foreign taxes paid.As you can see, the 10-year return was reduced by 0.49% without selling and 2.33% when you sell. Now, VTSAX: The 10-year return was reduced by 0.49% without selling and 2.34% by selling. As you can see and as you would expect from the unique Vanguard fund structure, the two share classes are equally tax-efficient.Mistake #1 is why you should avoid "tech funds" like VGT. Buying into them is a bet that you know better than market experts how much money tech companies will make in the future, and that's not a good bet to take. Mistake #2 is why you should avoid "growth funds" like VIGAX.VTWAX vs VTSAX/VTIAX for higher income. Hi, I have a question about my taxable account. For the past 3 years, I have been contributing approx 500-1000 dollars per month into my VTWAX brokerage account. Starting from July, my income is going to jump significantly (from approx 57k to 320k). I have heard people say you receive a foreign tax credit ...VTSAX was launched in 2001, while FSKAX was launched on September 7, 2011 (although other share classes of the Fidelity fund existed prior to this date). Since that time, the two funds have had identical performance: 12.65% vs 12.68% on an annualized basis. Over those 11 years, the cumulative performance differential has only been 1%!The value fund has a slightly higher expense ratio too. No it doesnt make it better. The people who slice and dice, tilt to particular corner in market or use factors uses value funds. You can just invest blended fund - TSM or SP500 and be done with it. "My conscience wants vegetarianism to win over the world.This is 70% VTWAX and 30% VTSAX : r/Bogleheads. Bogleheads are passive investors who follow Jack Bogle's simple but powerful message to diversify with low-cost index funds 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 investments.If you had bought VTWAX 5 or 10 years ago you would have a lot less balance. 5 or 10 years does not make an investment lifetime however. When our oldest turned 18 we put $3,000 in VTSAX and $3,000 in VTWAX. She is 22 now. 4 years later is too short to call the race. Not even close though.According to VTCLX, " Its unique index-oriented approach attempts to track the benchmark, while minimizing taxable gains and dividend income by purchasing index securities that pay lower dividends." 2. bedlumper. • 3 yr. ago. I traded my VTCLX for VTSAX. My decision was based on ER and how diversified they were.VTWAX is about 60% U.S., 30% developed and 10% emeAccording to VTCLX, " Its unique index-orie If it's a few thousand, then you'll have to decide if it's worth it to you. (also, long term vs. short term gains have different tax treatment). At the least, stop contributing to VTWAX and turn off distributions. Start investing directly into to VTSAX and VTIAX from this point forward. 2.The Fund employs an indexing investment approach designed to track the performance of the CRSP US Total Market Index, which represents approximately 100% of the investable U.S. stock market and includes large-, mid-, small-, and micro-cap stocks. TDF vs VTWAX. I've been kinda lurking so i'm kinda stuck 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 ... Watch this video for an easy way to take the hassle out of fill

Just probably invest/dump money in one of those stock for the next 20-30 years. Thanks in advance for your honest opinion. Archived post. New comments cannot be posted and votes cannot be cast. Most people here will tell you VTWAX. More diversification. I own VTSAX, or a variation, in all of my investment accounts.Also, regarding mutual funds vs ETF. The mutual fund VTWAX is .02% more than VT which is $2 every $10k. Does this amount compound into something meaningful or should I not worry so much about it. I know the big difference is that MF have a single price for each day and ETF changes during the day.All S&P 500 with some bonds in tax protected, and all VTSAX and VTIAX in taxable. I have been reading a lot of stuff by Paul Merriman, who seems to be pretty into small cap value in addition to total stock market or s and p 500. Overall, and historically, it seems to add up to 1% overall in gains over a long time period, depending on the time ...According to VTCLX, " Its unique index-oriented approach attempts to track the benchmark, while minimizing taxable gains and dividend income by purchasing index securities that pay lower dividends." 2. bedlumper. • 3 yr. ago. I traded my VTCLX for VTSAX. My decision was based on ER and how diversified they were.

If this is in taxable and you are realizing gains, an option may be to sell 50% and buy vtiax with it. And in the future you could simply direct your contributions based on how the allocation shifts vs your desired allocation. Also note that you will miss out on foreign tax credit with vtwax if this is in taxable.I read a lot of others commenting on getting VSUX, or VTIAX for the mutual fund equivalent. I know to not go off past returns but I figure if I have VTIAX then it's more international than I'd need. Asking for opinions on that. Past returns just don't seem great. VTWAX is about 60% domestic / 40% international, so a total portfolio of 20% ...…

Reader Q&A - also see RECOMMENDED ARTICLES & FAQs. Vanguard Total Stock Market Index Fund Admiral. Possible cause: $3000 each into VTSAX and VTIAX ($3000 minimum for each fund) My overal.