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- VBIAX vs. VWELX [Vanguard Balanced Index vs. Wellington]
VBIAX vs VWELX [Vanguard Balanced Index vs Wellington] by yousha » Fri Jun 22, 2018 9:41 pm Any comments on these two funds I chose VBIAX over VWELX because of a lower expense ratio and relatively similar performance over 10 years as well as 1,3, and 5 year performance I would appreciate feedback
- set it and forget it IRA at. Fidelity: VWENX or FBALX?
VBIAX is about as dirt-simple and low fee as a balanced fund can get Wow could this truly be the one fund for those looking to simplify? I asked my Financial advisor Perplexity to compare VBIAX to FBALX for a 1 million dollar portfolio for 10 year time frame the difference is quite large
- VBIAX. Why not? - Bogleheads. org
VBIAX is the Vanguard Balanced Index Fund and it is exactly equivalent to 60% in Total Stock and 40% in Total Bond, rebalanced continuously It is, in fact, an example of a Bogleheads' three-fund portfolio in which the overall stock bond allocation is 60 40 and the stock allocation is 100% US
- Vanguard life strategy | Early Retirement
I have my IRA in the Vanguard Balanced Index Fund (VBIAX) which is also a 60 40 mix In the short term (1 year) it mostly mirrors the Life Strategy fund, but in the long term (3+ years) VBIAX has come out a bit ahead
- Fidelity 60 40 Balanced Allocation funds - Puritan vs Balanced
The closest index fund that compares to the Fidelity funds is Vanguard's Balanced Fund (VBIAX) It has a similar asset allocation to the Fidelity funds but it is passively managed, so its expense ratio is lower
- set it and forget it IRA at. Fidelity: VWENX or FBALX?
I am moving my IRA from Vanguard to Fidelity and want to simplify RMDs start in 4 years, but I will take the RMDs and reinvest in a taxable account; I won't need them for current expenses I've been using VWENX and VWIAX (just a bit) at Vanguard My thought is to switch it all to FBALX at
- Two Balanced Funds for Retirement Portfolio - Bogleheads. org
I would appreciate feedback about using these two funds together for a 60 40 retirement portfolio 50% VBIAX Vanguard Balanced Fund 50% VSMGX Vanguard Life Strategy Moderate Growth The two funds maintain the 60 40 split with 18% of the total portfolio in international stocks and bonds I want to simplify my retirement portfolio and eliminate unnecessary buying and selling 20% fees with no
- VTIAX vs VTMGX | Early Retirement
I have owned VTIAX for long time and recently compared with VTMGX VTMGX is the developped market only option based on the FTSE index I noticed that VTIAX always have lagged I am thinking that I should switch to VTMGX, I dont think the non-developped world will suddenly be a better investment
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