My wife and I have been building a portfolio of dividend stocks for almost 10 years now. 4. Fidelity’s site lists 10 years of individual year data, along with a chart of how a hypothetical $10,000 would have grown. 0 Why I Don’t Invest in VTSAX … But My Kids Will. 2. and tax-deferred (IRA’s) accounts. FNSFX FSNQX Do not invest in VTSAX through Fidelity. The doorbell rings. Looks like you're using new Reddit on an old browser. OTCFX With an expense ratio of 0.04 percent and exposure to more than 3500 stocks, it makes a solid core holding for a diversified mutual fund portfolio. share. RGAGX FSTPX Dang, didn't know the trading fee (just made a roth with them so learning the ropes). The U.S equity market includes small, mid, and large-cap growth and value stocks. VTSAX expense ratio is 0.04%, which is considered low. At Fidelity, we're committed to giving you value you can't find anywhere else. That’s a 36 basis point difference, and it’s all I need to know. 3. just look for "company name" "total stock market fund", New comments cannot be posted and votes cannot be cast, More posts from the personalfinance community. “The average person uses 3 tubes a year, so you could have lovely white teeth for just $2,100 a year.” Most people would laugh. Monday through Friday 8 a.m. to 8 p.m., Eastern time The investment seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. As /u/fwellimort said, FSKAX or FZROX are the Fidelity equivalents for mutual funds and ITOT for ETFs.. Edit: Realized same poster mentioned both the ETF and mutual fund. I'm interested to hear of any funds you guys think will be similar to VTSAX. FBAKX He established the Puritan Fund – “the first income-oriented mutual fund to invest in a portfolio of common stocks.”. FNSDX Fidelity fund equivalent to VTSAX? All I see on here is about VTSAX but my account is with Fidelity. That's why we introduced zero expense ratio index mutual funds. The company's Retirement segment offers tax-deferred employer-sponsored retirement savings plans and administrative services; and individual retirement accounts, and other retail financial products and financial services, as well as financial planning and advisory services. FSIIX I think this is about the same. Close. FSNLX OK, both Vanguard Total Stock Market Admiral (VTSAX) and Fidelity Spartan Total Market Advantage Class (FSTVX) have a .05% Fee, and they both aim to target the total market. Fidelity is sometimes credited with transforming the mutual fund business from a stodgy conservative world of funds managed by committee into the model of active funds managed by stock-picking superstar managers. Thanks will look into the mutual funds! VTSAX was created in 1992, it currently has an expense ratio of … Yet, if you compare both of them over time, FSTVX performs almost .5% better, whether you look back a month, a year, or 5 years. FMGKX By using our Services or clicking I agree, you agree to our use of cookies. Fidelity® 500 Index Fund (FXAIX) Key Stats Comparison: compare with other stocks by metrics: valuation, growth, profitability, momentum, EPS revisions, dividends, ratings. For those hyper sensitive to expense ratios, this cost has the net effect of a 0.15% inefficiency to the market. Despite VTSAX’s 0.04% expense ratio, VTSAX only trails the market by 0.07%, less than half that of FZROX. Archived. FSTVX I think this one is the exact equivalent. For regular accounts (due to tax efficiency with ETF), the alternative would be ITOT. “You have to see this stuff.” He opens the briefcase and pulls out a tube of Colgate Total. Or put another way, VTSAX is a collection of many stocks (more on that later) that track the American stock market as a whole. FNSHX. The fund manages $56.9 billion in assets, making it the second-largest total stock market index fund, behind VTSAX. I figured I would use FSTVX since it is most similar to VTSAX (where my post tax $ goes), but it's not one of the funds available. For investors, these two funds were designed to provide diversification, low costs, and potential tax efficiencies. Cookies help us deliver our Services. On the contrary, Fidelity and I go back a long way. Please read our disclosure for more info. FZROX is Fidelity, VTSAX is Vanguard. Do not invest in VTSAX through Fidelity. Voya Financial, Inc. operates as a retirement, investment, and employee benefits company in the United States. Fidelity Total Market Index Fund . 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