I think it's a good fund. I have it. Yes, good choice. Low fees are good; Zero fees for a broad index fund is great. FZROX is a great first fund for a Roth IRA because you can't beat the expense ratio. I have it as part of my own IRA. The main thing is to just get started saving and investing.#Data #Money #Investment #FinanceSee the growth of a $1000 dollar investment for assets like Fidelity® ZERO Total Market Index Fund (FZROX ) and Fidelity® 50...Both are considered top picks due to their broad market exposure. However, FSKAX tracks the total stock market, while FXAIX tracks the top 500 U.S. large-cap stocks. Key Characteristics of FSKAX and FXAIX. Both funds do not have a minimum investment. FSKAX tracks the total stock market. FXAIX tracks the S&P 500. Both funds have an expense ratio ...Jan 26, 2023 · FZROX invests in all publicly traded stocks based on their market capitalization, while FNILX focuses on large-cap stocks and excludes mid and small-cap companies. Let’s take a look at their performance. The average return of FZROX for the last five years was 10.15% compared to FNILX’s 10.58%. Both funds maintained their 10% annualized ...Voo/IVV is slightly more tax efficient you can compare capital gains for fxaix vs etf competitors. Only fees would be expense ratio of etfs so not really a fee since mutual fund has same expense ratio. I technically prefer IVV slightly more than voo if we are talking about sp500 etfs it's slightly more liquid than voo at same expense ratio.Bigt3142 wrote: ↑ Fri Apr 08, 2022 4:05 pm I use FXAIX - Fidelity 500 Index Fund because it's my only 401k index option. There's also FZROX - Fidelity Zero Total Market Index fund, this one has zero fees ... In a Roth IRA, there is zero tax considerations. Choosing FSKAX vs FZROX is a choice between two different indexes, one of them being ...When comparing the Fidelity 500 Index Fund (FXAIX) and the Schwab S&P 500 Index Fund (SWPPX), it’s generally accepted that there is a no winner. Both funds provide investors with access to a diverse portfolio of the 500 largest U.S companies. The only time it makes sense to be critical is if you’re investing with Fidelity.Selling FXAIX after not holding for a month is a round trip violation. In a brokerage account I'd hold the the ETF for both the tax advantages and the ability to trade like a stock. For a retirement account I'd choose FXAIX (in fact it's about 60% of my retirement account) because of the lower expense ratio.Historical Fund Information. Description. Effective Date. End Date. Name change: Formerly Fidelity 500 Index Fund - Institutional Premium Class. 11/02/2018. na. Name change: Formerly Spartan 500 Index Fund - Fidelity Advantage Institutional Class. 06/14/2016.The search for income is getting harder, and there’s no shortage of suggestions on where to get a little bit more. But what about the cost? We think that focusing on creating a bet...With mutual funds you can specify a $ amount you want to invest, for ETFs you usually need to purchase full shares. If you want to do automatic investing , then FZROX or FXAIX is a better option . Fidelity doesn’t support automatic investing (SIP) on ETFs. I wouldn't worry about purchasing ETFs for your roth account.I love FXAIX, too, and have more money in it than any of the others. But FZROX adds some mid and small cap stocks which at times do better than large caps, so it adds some diversification in addition to what FXAIX has. FXIAX has around 500 stocks and FZROZ has over 2700, so the overlap can't be in more than 500 stocks.Hey all. I know there's probably a billion posts comparing FXAIX to other Index Funds. My roth IRA is 100% with FZROX, but the more I see FXAIX tossed around, the more I wonder if I should switch to that instead. Figure it'd be best to have total market instead of just the top 500. Just curious, for those that are FXAIX and chilling, what's ...FXAIX would be my first choice, but FZROX is good, too. Even though there is overlap with FXAIX and FZROX, FZROX does have some mid and small caps, so I have no problem with owning both of those (and we do). FZROX has 2600+ stocks and FXAIX has approximately 500, so there is not total overlap other than some of the largest holdings.The FZROX, tracking a total market index, holds over 2,600 securities stretching across large, mid, and small-cap categories. Conversely, FNILX, a large-cap fund, holds roughly 500 companies, aligning it closely to the S&P 500. While FNILX is more focused on large-cap institutions, FZROX offers a wider range of market exposure.FZROX vs. FXAIX - Performance Comparison. In the year-to-date period, FZROX achieves a 10.89% return, which is significantly lower than FXAIX's 11.84% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.Here are six of the best Fidelity mutual funds to buy and hold in 2024: Fidelity Fund. Expense Ratio. Fidelity Zero Total Market Index Fund (ticker: FZROX) 0%. Fidelity Zero International Index ...Buying Vanguard mutual funds through fidelity incurs a $75 fee per trade, which is set by Vanguard (not Fidelity). Most Vanguard ETFs are identical in nature to their corresponding mutual funds, so not much difference in holding one vs the other. If you stick with mutual funds I would recommend FSKAX and FTIHX. 4.Other variations on above include ETF vs non-ETF and zero fee vs non-zero fee. The Freedom fund uses a similar principle to above, but adjusts to lower variance/risk as you near retirement. In starts out with primarily index funds that balance US total market with international total market, then adds on an increasingly large portion of bonds ...The primary difference is that the Fidelity index is limited to 2,500 companies, whereas the Dow Jones index has just under 3,500 companies. Fidelity ZERO Total …This is my plan: I was thinking a 60/40 split between either FXAIX/FZROX and FDVV. I want 40% to FDVV because I like the idea of receiving high dividends in 30 years when I retire. The other 60% is where I am split. I thought it would be good to choose either FXAIX or FZROX. I’m leaning on FZROX because it’s cheaper to buy shares and has no ...The other choice is between VT and a 60/40 split between FZROX and FZILX. This would give me the benefit of having some diversification internationally as well, but I heard the expense ratio for VT is 0.07% while FZROX and FZILX are 0? I use the Zero funds but frankly the difference between 0.07% and 0% is meaningless.FXAIX has lower expenses than VFIAX: 0.04% vs 0.02%. If you were to put $10,000 into VFIAX, you'd be paying Vanguard $4 every year as an annual fee. The minimum initial investment required for VFIAX is $3,000. This means if you have less than this amount, you won't be able to invest in the Vanguard 500 Index Fund Admiral Shares.Overall, the cost advantages of FZROX over VTI and SPY are relatively negligible (VTI charges 0.03% while SPY charges 0.0945%). Trading costs can also be a factor though.July 21, 2023 MST. Category: Investing. 9 Comments. By Eric Rosenberg, WCI Contributor. If you’re on the fence about deciding whether to invest with FXAIX or VOO, you’ve come …Voo/IVV is slightly more tax efficient you can compare capital gains for fxaix vs etf competitors. Only fees would be expense ratio of etfs so not really a fee since mutual fund has same expense ratio. I technically prefer IVV slightly more than voo if we are talking about sp500 etfs it's slightly more liquid than voo at same expense ratio.Thank you for reaching out, u/Snoo_94511.I see you are contributing regularly to the community. We appreciate your continued engagement. I will mark this thread as a discussion so that others can drop by and share their thoughts; however, I want to start by pointing you to a few tools we offer that you may find helpful.FXAIX vs FZROX vs FSKAX . I want to start adding to my roth ira account. Thinking of going with one of these 3 index funds. Pros/Cons? Thoughts? Or other mutual funds I should consider? Any advice would be greatly appreciated. I'm young and new to all of this. Want to start better planning for my future financially.However FXAIX is an S&P500 index which has historically outperformed total market indexes. Therefore, my vote is for FXAIX for your majority position, and keep contributing to it over time. If what you crave is more diversification than S&P500, add some mid-cap value like RWK, sector ETFs like RSPT, or regional positions like FLIN for India and ...Total market (FZROX) VS FNILX & FZIPX. I understand that the FZROX is basically FNILX and FZIPX combined. I do not know why but would it be smarter to invest in FNILX and FZIPX rather than just FZROX? or does it not matter. Personally I like the large and small cap separate, because I like to invest more heavily in the small cap (because ...In the year-to-date period, FXAIX achieves a 11.84% return, which is significantly higher than FSKAX's 10.80% return. Over the past 10 years, FXAIX has outperformed FSKAX with an annualized return of 12.89%, while FSKAX has yielded a comparatively lower 12.16% annualized return. The chart below displays the growth of a $10,000 investment in ...723 subscribers. Subscribed. 80. 3.3K views 1 year ago. Fidelity ZERO Total Market Index Fund (FZROX) vs Fidelity 500 Index Fund (FXAIX). Which one is the best? In this video, Anna will...Couples who travel as part of their lifestyle include bloggers Abigale and Natalie of Let’s Play Ride and Seek, Camile and Jean of Backpack Diariez, and Tina and Cederique of Our N...FZROX is a mutual fund from Fidelity that seeks to track the performance of the Fidelity U.S. Total Investable Market Index. SWTSX is a mutual fund from Charles Schwab that tracks the Dow Jones U.S. Total Stock Market Index. Their underlying indexes may be different, but their objectives are the same. Transaction Fees.Analyze the Fund Fidelity ZERO ® Total Market Index Fund having Symbol FZROX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.FXAIX vs FSKAX vs FZROX FXAIX is fully contained within the other 2. FSKAX is a US total market style fund with a low expense ratio. FZROX is a US total market style fund with a few less small cap holdings and no expense ratio. FZILX Is an ex-US (excluding US, AKA international) fund with no expense ratio. FTIHX or FSGGX are like the FSKAX to ...SPY vs SWPPX: Key differences. SPY is a much larger fund, with over $350 billion in assets under management compared to SWPPX's $64 billion. SPY has a slightly higher expense ratio than SWPPX, 0.09% compared to 0.02%. You can trade SPY during market hours. With SWPPX, you can only buy or sell the fund at the end of the day.Originally launched in 1988, FXAIX is an S&P 500 index fund that currently manages around $380 billion in assets, a significantly higher amount than similar competitors. The fund stands out for its low operating costs, carrying one of the lowest expense ratios at 0.015%. Plus, it has no minimum investment requirements.Compare the key characteristics, performance, dividend yield, expense ratio and holdings of FXAIX and FZROX, two mutual funds that track the S&P 500 Index. Learn the advantages and disadvantages of mutual funds vs. ETFs and use the ETF comparison tool to search for more funds.FZROX is a total market fund, this is one of my favorite funds. Keep in mind, FXAIX and FNILX track or track closely to the S&P500. A total market fund is ~85% S&P500 and the rest of the 15% is mid cap and small cap stocks [hence total market fund]. So, for this reason it's redundant to have fzrox or fskax in the same portfolio as FXAIX or ...Both FSKAX and FZROX already fully contain FXAIX as about 80% of their weight. There's almost never any reason to hold FXAIX with either one, and doing so does reduce your diversification and may actually reduce your expected long term returns. You should be looking to hold FZILX or FTIHX though. See this meme form (mentally replace VTI with ...The size of the funds and the number of stocks held is another significant difference. As of March 2023, FSKAX has $66 billion in net assets and about 4,000 different holdings, while FZROX has $12.3 billion in net assets and about 2,800 stocks. That means FSKAX is a more diversified fund, and you can expect more volatility with FZROX.Reply. jamughal1987. •. FXAIX is mutual fund you can only buy it from Fidelity. VOO is exchange traded fund you can buy it from any brokerage. They are more tax efficient. It is ETF sub just so you know. 0.01% fee difference will not not ruin you financially. Reply.The Fidelity S&P 500 Index Fund (FXAIX) and the iShares Core S&P 500 ETF (IVV) are two of the largest index mutual funds in existence and easily two of the most popular among individual investors. Both FXAIX and IVV track the well-known S&P 500 index and form the core of many investor portfolios. Many investors compare FXAIX vs IVV in order to decide which should be the foundation of their ...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, …FXAIX is inside FZROX/FSKAX FZROX is really equivalent to FSKAX (especially in a tax advantaged account). It doesn't matter which you select (FZROX or FSKAX).FXAIX is an index fund and FBGRX is an actively managed fund. If you look at the holdings of the blue-chip fund, it is heavily oriented toward technology. Whereas, of course, the S&P 500 is more diversified. The blue-chip fund has a higher management fee but is actively managed and has a solid long-term track record.FZROX vs FSKAX is a tougher question. I'd also be sure to include ex-US, such as FZILX or FTIHX. Reply reply fathergeuse • I have a question, on the Fidelity Target 2040 Fund it's relatively even in regards to US market and international…would it be best to go FXAIX? ... FZROX is 2500+ companies vs 500 in FXAIX. Reply reply 4pooling ...FXAIX is offered by more than 14,000 of the 23,000 401(k) plans on Fidelity's platform, according to the company, making it one of the most accessible Fidelity funds for retirement.Fidelity Zero Large Cap Index Fund or FNILX is a part of an exclusive Fidelity offering with $0 minimum investment minimum and 0% expense ratios. FXAIX, on the other hand, has an expense ratio of 0.02%. Generally, an expense ratio of 0.02% is very low compared to other mutual funds.ETFs are generally more tax efficient than mutual funds when used in a taxable account. The exception is Vanguard's mutual funds which use a patented arbitrage system to get the same tax efficiency as their ETFs. I hold VOO, VTI, BND, and BSV in my taxable account at Fidelity. As far as I have been able to determine, the tax advantages of ETFs ...Don’t know about FXAIX. Before I got into FNILX and FZROX, I researched those funds vs Vanguards’s funds. An article I found that researches that topic (very limited dataset) found the funds were essentially the same, though Fidelity’s funds won out by a tiny amount. I decided to go with Fidelity’s funds and have been happy.FZROX vs FSKAX: Key differences. The biggest difference between FZROX and FSKAX is their expense ratios. FZROX charges no fee, while FSKAX charges 0.02%, or $2 for every $10,000 invested. Investors can expect the two funds to have similar holdings and performance. Their overall portfolio contains the same stocks.723 subscribers. Subscribed. 80. 3.3K views 1 year ago. Fidelity ZERO Total Market Index Fund (FZROX) vs Fidelity 500 Index Fund (FXAIX). Which one is the best? In this video, Anna will...- FSMAX vs FZIPX (Fidelity Extended Market "normal" vs "zero ER") - FXAIX vs FNILX (Fidelity S&P500 "normal" vs. Fidelity Large Cap "zero ER") The progress of FZIPX is lower than that of FSMAX for the one and three year terms. The progress of FNILX is greater than that of FXAIX but then I don't know if that is really an apples to apples comparison.FSMAX would be the one to add to existing FXAIX, in the right ratio those 2 basically become FSKAX. I was thinking of a 50/30/20 split, but curious to see what people do in this case. 60% FSKAX (or 48% FXAIX/12% FSMAX)/40% FTIHX. I am also open to riskier funds if anybody has one, but based on the description of this subreddit, this may not be ...FXAIX vs. SPY: Differences & Similarities. As you can see, FXAIX and SPY differ in a few ways. For instance, SPY is an ETF, whereas FXAIX is a mutual fund. In addition, FXAIX has a lower expense ratio than SPY (0.02% vs 0.09%). Despite these differences in structure and cost, both funds still follow the same benchmark: the S&P 500 Index.VUG vs VONG: Key differences. The biggest difference between these two funds is that VUG has a lower expense ratio than VONG. In addition, VUG's market capitalization is greater than its contender ($74 billion vs. $7 billion). In terms of index tracking, both ETFs track different but similar indexes.In your case, the main difference is VTSAX is the total US stock market, over 3,800 stocks and FXAIX is the S&P500, 508 stocks. The reason the returns are so similar is because the S&P500 alone makes up about 80% of the entire US market. The choice in your case is if you want the total market or most of the market. 2. Reply.Historical Performance: FXAIX vs FZROX. FXAIX was launched back in 1988, while FZROX was launched on August 2, 2018. Since then, FXAIX has outperformed by about a .75% annually. This is not a huge performance differential, but it does compound over time. The cumulative difference between the two funds since common inception is approximately 4.25%.Fidelity 500 (FXAIX) vs Total Market (FSKAX) by Kookaburra » Tue May 05, 2020 4:51 am. Hello Bogleheads, These two Fidelity index funds have the same low expense ratio (0.015%). However, the Total Market fund (FSKAX) has much lower net assets under management than the SP500 (FXAIX). Is there something about this fund that makes it less ...In the year-to-date period, FGRIX achieves a 12.76% return, which is significantly higher than FXAIX's 11.89% return. Over the past 10 years, FGRIX has underperformed FXAIX with an annualized return of 11.31%, while FXAIX has yielded a comparatively higher 12.96% annualized return. The chart below displays the growth of a $10,000 investment …- His 401k - FXAIX (Fidelity 500 Index Fund) - His 401k - FTIHX (Fidelity Total International Index Fund) ... See Substitute funds for some possibilities, and ITOT vs VTI vs FSKAX vs FZROX vs VTSAX for a Fidelity Brokerage - Bogleheads.org for discussion about those funds. In short, it should be easy enough - up to you to decide the value. Top.Ok. You are right. FZROX vs FSKAX vs FXAIX is 17,492 vs 17,364 vs 18,023 (3 yrs ending 11/30/23). Maybe we should buy FXAIX. Reply reply More replies More replies More replies. ... In 3 yrs, FXAIX grew to 13,217 while FZROX grew to 12,749. Reply replyThey hinder growth. Especially at you’re age. I’m 35 and my spread is 60% FZROX, 20% FREL, and 20% FDVV. But yes I do think you’ve got a good set up there. JayCee S: I was also thinking of using a combination of zero large cap and the zero extended market index funds but I don’t know if it’s better just to do FZROX to keep things simple.Apr 30, 2024 · Fidelity 500 Index Fund (FXAIX) The Fidelity 500 Index Fund ... The FZROX has over $20 billion under management, and charges no loads with a 0% expense ratio. However, it only earns three stars ...Andrew L: Tax-friendly funds like VFIAX can be held anywhere with no problem. Dividend generating funds like VWENX are best held in an IRA, if possible. Brad S: If you are going to invest in actively managed funds, they are best held in retirement accounts. Index funds are more tax-efficient and can be held in retirement or after-tax accounts.FZROX is too new to know but my guess is Fidelity will try to manage it to lower likelihood of capital gains distributions to be competitive with ETFs. ... turnover costs, index replication, investor flows (with mutual funds), etc. My main reason for using FXAIX vs IVV is I can do monthly automatic investments, exact dollar amounts, automatic ...FZROX currently trades at $14.06 per share while VTI and VOO trade at $202.46 and $354.20 respectively. Clearly, you can buy more shares of FZROX. Moreover, FZROX has no minimums and has 0% ER, so it would be completely irrational to not buy FZROX over VTI.We would like to show you a description here but the site won't allow us.1.38%. Morningstar Rating. ★ ★ ★ ★ ★. Inception Date. May 04, 2011. Fund Summary. The fund normally invests at least 80% of assets in common stocks included in the S&P 500® Index, which ...FZROX and FZILX are pretty darn diverse and have zero fees. FSPSX is my preferred international fund because it excludes emerging markets, which are risky and can have moral issues. FOCPX is a good actively managed fund that meets Dave's criteria, though I avoid those. Check out r/bogleheads too.Jul 17, 2021 ... ... FZROX Bond 1. FXNAX. ... FXAIX vs FSKAX | Which Is The Better Fidelity Index Fund? ... VTSAX vs VFIAX | Why I Prefer Total Stock Market Index.A detailed comparison of two Fidelity mutual funds that invest in US stocks: FXAIX and FZROX. See how they differ in expense ratio, fund size, market score, holdings and ratings.The $7.5k FXAIX position would be the first to sell if you need it. Say you have a 10% gain of $750, then you pay taxes (assume 25% if regular income, 15% if long term capital gains) of either $187 or $112. It's not a crazy amount, but less than ideal.BoxerRumbleEJ257. • 9 mo. ago. FZROX is a proprietary total market fund, FXAIX is S&P500, and FIOFX is a target date fund which covers US and ex-US equities as well as US bonds (with a glide path built-in to decrease equity / increase bond exposure as the date in the fund name approaches and passes). What are you looking for in terms of asset ...The Boglehead wiki recommends the following allocation to approximate total market using Fidelity funds: . 83% Fidelity 500 Index Fund (FXAIX). 10% Fidelity Mid Cap Index Fund (FSMDX). 07% Fidelity Small Cap Index Fund (FSSNX). My question is how this differs from the following allocation, which substitutes Fidelity's Extended Market Index Fund for Mid- …I made this EXACT transaction about six months ago. After six months, the return on FZROX is about 0.8% (4.8% vs 4%) higher than FXAIX. Their general movement basically mirrors each other, but in the CURRENT market of high volatility, the Total Market fund seems to fare slightly better.Historical Performance: FXAIX vs FNILX FXAIX was launched in 1988, while FNILX was launched on September 13, 2018. Since that time, the fund’s have performed nearly identically: 8.62% vs 8.43% annualized. The cumulative performance difference over that time has only been about 1%.. Differences Between FXAIX and FNILX. As the …Tax efficiency isn't a concern in a Roth because it's a tax sheltered account. Both VOO and FXAIX are the same so choose either one. Personally I'd choose FXAIX since it's cheaper but that's minimal. You can use a total market fund (VTI or FSKAX) instead to simplify things. If you want a mid and small cap fund, I personally prefer ...FXAIX, VOO, and SPY all pay a quarterly dividend in the same range. FXAIX hasn't posted a capital gain distribution since 2019. ... Is putting in index fund vs etf just wasting money, or is it paying taxes along the way with a reduced final amount? Reply reply ... Correct for the Fidelity Zero funds only (like FZROX). Reply replyThe company didn't see it coming, and neither did its victims. Editors’ note (Jan. 27): Since this piece was published, the creator of ShipYourEnemiesGlitter.com has told the New Y...Feb 20, 2022 · 723 subscribers. Subscribed. 80. 3.3K views 1 year ago. Fidelity ZERO Total Market Index Fund (FZROX) vs Fidelity 500 Index Fund (FXAIX). Which one is the best? In this video, Anna will...When comparing the Fidelity 500 Index Fund (FXAIX) and the Schwab S&P 500 Index Fund (SWPPX), it’s generally accepted that there is a no winner. Both funds provide investors with access to a diverse portfolio of the 500 largest U.S companies. The only time it makes sense to be critical is if you’re investing with Fidelity.Aug 1, 2020 · FZROX: Holds the total US stock market. FZILX: Holds the total international stock market. SCHB: Holds the total US stock market. VTI: Holds the total US stock market. ITOT: Holds the total US stock market. So you can see, 4 of the 5 funds/ETFs you have picked are virtually identical. They all hold virtually the exact same stocks and will ...FZROX: FSKAX,FXAIX FXNAX: FUAMX "You only find out who is swimming naked when the tide goes out." — Warren Buffett. Top. Topic Author. morpheus1958 Posts: 78 Joined: Wed Jun 28, 2017 5:27 pm. Re: TLH: Fidelity funds - FZILX, FZROX, FXNAX. Post by morpheus1958 » Mon Jan 06, 2020 8:22 pm.There's so much overlap between FZROX and FXAIX that it's not worth having both. FZILX is worth having because, even though the U.S market has outperformed international in recent years, this is not a guarantee long-term. 8. Award.A detailed comparison of two Fidelity mutual funds that invest in US stocks: FXAIX and FZROX. See how they differ in expense ratio, fund size, market score, holdings and ratings.The $7.5k FXAIX position would be the first to sell if you need it. Say you have a 10% gain of $750, then you pay taxes (assume 25% if regular income, 15% if long term capital gains) of either $187 or $112. It's not a crazy amount, but less than ideal.Originally launched in 1988, FXAIX is an S&P 500 index fund that currently manages around $380 billion in assets, a significantly higher amount than similar competitors. The fund stands out for its low operating costs, carrying one of the lowest expense ratios at 0.015%. Plus, it has no minimum investment requirements.If I were to invest in FXAIX (Fidelity 500 Index Fund) the expense ratio is 0.015, but i can also do FZROX (Fidelity ZERO Total Market Index Fund) and that has an expense ratio of 0. ... (it comes out of the performance). If you look at a FZROX vs VTI chart, they are effectively identical. And there are reasons to want VTI (real index, more ...Nov 17, 2023 · FZROX and FXAIX, representing the total stock market and S&P 500, respectively, are both excellent choices for a core investment holding. FZROX vs. FXAIX: An Overview. FZROX does not have an expense ratio, while FXAIX’s is 0.015%. FZROX holds all U.S. companies, while FXAIX holds the top 500 largest companiesFXAIX vs. VO Dividend Yield. Both FXAIX and VO pay dividends to their shareholders from the earnings of their underlying stocks. The dividend yield is a measure of how much a company pays in dividends relative to its share price. As of 1/15/2024 the dividend yield of FXAIX is 1.69%, while the dividend yield of VO is 1.57%.The holding allocations are different between FZROX and VTI. Not a band fund, but it is different. The most significant difference between those two is that one is organized as a mutual fund and the other is an ETF. The fee and benchmark differences are much less important than the organizational structure.. Jan 7, 2022 ... ... (FZROX) 03:36 - 4. Fidelity ZerFXAIX has more cash in the bank: 534B vs. FZROX (20.4B). Long time Schwab user - SWTSX vs FZROX. I am a long time Schwab user. Try to keep my portfolio as 80% SWTSX and 20% SWISX. SWTSX is phenomenal as a total stock index fund, but it's very tempting to start investing into Fidelity's FZROX as there is zero expense ratio. The same with SWISX - changing to FZILX. Also, side note- with all of the ...VTTSX had yielded 8% YoY over the last 10 years. FXAIX has yielded 12% YoY over the last 10 years. You can't guarantee those returns but for me personally that's a big enough difference that I do all FXAIX in my 401k. I do further diversification after I roll my 401k to an IRA when I leave my job. 1. The Fidelity ZERO Total Market Index Fund ( F If you are going to stick to Fidelity for the rest of your life, just buy FSKAX. If you are going to stick to Vanguard for the rest of your life, just buy VTSAX. If you are unsure about where you will have your investments parked for the rest of your life, then just buy VTI. You are burning calories and wasting your time looking into this. FZROX: FSKAX,FXAIX FXNAX: FUAMX "You only ...
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