FBALX vs FPURX: Fund Objective. Fidelity Balanced Fund (FBALX) is a mutual fund that invests in stocks and bonds. This fund has an allocation of 60% stocks and 40% bonds. The fund invests in large, medium, and small companies with the objective to provide long-term capital appreciation and income. Fidelity Puritan Fund (FPURX) is a no-load ...Morningstar calculates these risk levels by looking at the Morningstar Risk of the funds in the Category over the previous 5-year period. Morningstar Risk is the difference between the Morningstar Return, based on fund total returns, and the Morningstar Risk Adjusted Return, based on fund total returns adjusted for performance volatility.Learn the differences and similarities between FZROX and FXAIX, two low-cost index funds that track the total U.S. stock market and S&P 500, respectively. Compare their expense ratios, dividends, holdings, and performance to find the best fit for your investment goals.Both funds have the same expense ratio of 0.015%. FSKAX includes small-, mid-, and large-cap stocks. FXAIX invests in only large-cap stocks. The top 10 holding of both funds are the same, but FXAIX holds a larger percentage of the top 10 funds. Morningstar gives Total Stock Market Index FSKAX 3 stars.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 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 ...If you are very interested in learning all about investing, by all means FBGRX should prove a good case study. If you want to buy, hold, and forget, FXAIX is likely a better choice. Long term, you'll probably do better in a lower fee, broader fund, like FXAIX or even FZROX.This is true, but at a certain level, differences in expense ratio do not matter that much. In this case, the ITOT's expense ratio of .03% is 100% higher than FXAIX's .015% expense ratio. However, we're talking about 1.5 basis points, so even though ITOT is 100% more expensive than FXAIX, it is inconsequential.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.To summarize the calculation, FXAIX's 2018 capital gain distribution taxes functioned like an additional 12bp annual expense ratio for my hypothetical person. This 12bp is far greater than ITOT's 3bp annual expense ratio, or FXAIX's 1.5bps annual expense ratio. ... Winner: Too soon to tell for ITOT vs FZROX; even if we had plenty of history ...News Fidelity ZERO Total Market Index Fund FZROX. No news for FZROX in the past two years. Advertisement. Top 10 Holdings FZROX. As of 3/31/24. Company Change % Net Assets; Microsoft Corp. 0.74% :January 26, 2023 by Diego. The Fidelity equivalent of VTSAX is FZROX (Fidelity ZERO Total Market Index Fund). FZROX provides exposure to the entire U.S. stock market, including small-, mid-, and large-cap stocks. It has no expense ratio and has performed similarly to VTSAX over the long term. The fund's holdings are well diversified across ...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 ...The strategy I’ve developed and quite like is a 50/50 slit between the FNCMX and FZROX which is a total market fund with a 0.00% expense ratio. It’s a comfortable spilt between the growth of the nasdaq and stability of the total market at a minimal expense ratio when combined. A total market index funds still leaves you exposed to, well ...Another notable difference between the two funds is their expense ratio. While FZROX has a zero percent expense ratio, FSKAX has a very low expense ratio of 0.015 percent. While this may seem like a negligible difference, it can add up over time, particularly for investors with large portfolios. But when it comes to performance, the two funds ...One of the biggest difference is that VOO is an exchange-traded fund (ETF), while FXAIX is a mutual fund. This means that VOO can be bought and sold like a stock, while FXAIX can only be bought at the end of a trading day. Another difference is that FXAIX has a slightly lower expense ratio than VOO. When it comes down to it, both VOO and FXAIX ...FSKAX is Fidelity's non-zero total market fund. Long term, I would expect FSKAX to beat FXAIX, as it includes smaller caps which are a known expected compensated risk factor. FXAIX is good, but FSKAX is better, and FSKAX paired with FTIHX is best (within Fidelity's non-Zero funds). 10.Community Answers: Craig D: FBNDX has riskier corporate bonds. You can see this by looking at the funds' exposure and breakdown of its invested bonds. The maturity duration of both funds are very similar. The "Exposure" and "Bond Breakdown" will show you the breakdown. If you click on the Prospectus of this fund at Fidelity, look to ...I was thinking of going equally into FXAIX, FSSNX and FSMDX. Still low cost but not free. I wonder if the little fee is worth it in the long run. ... YTD FZROX=11.12% FSKAX=11.13%-----YTD FZILX=7.03% FSPSX=8.5%.-----FZIPX=17.53% FSMAX=8.45%. Total Market Index are a tie. The ZERO International Index is underperforming the .035% fund. The ZERO ...Jul 18, 2023 · For fees, FNILX is the winner with a 0% expense ratio. However, FXAIX isn’t an expensive fund with a fee of just 0.015%. You’ll pay a little more for FXAIX, but you won’t see a huge variance when you look at performance. Looking at the five-year performance history, which is about as old as FXAIX goes back, an investment in the S&P 500 ...2 days ago · FZROX vs. FNILX - Expense Ratio Comparison. FZROX has a 0.00% expense ratio, which is lower than FNILX's 0.00% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%. FZROX.Liquidated my high-expense ratio funds to the extent I stayed within the 0% LTCG bracket and was left with only FXAIX. I lean more towards mutual funds in taxable opposed to ETFs simply because that is what I am comfortable with. ... You can make the claim that FSKAX/FZROX and FTIHX/FZILX are similar fund pairs in a technical sense because they ...FXAIX & FZROX (0 expense ratio) seem to be the way to go for tax protected accounts. Might throw 10% QQQM in there. Reply reply More replies More replies More replies. Top 1% Rank by size . More posts you may like r/ETFs. r/ETFs. The Exchange-Traded Funds Community and Forum Members ...Performance Comparison of AGG vs. FZROX. The total return performance including dividends is crucial to consider when analyzing different investment funds. As of 1/15/2024, AGG has a one year annualized return of 5.58%, while FZROX has a five year annualized return of 26.21%.The 1976 Moto Guzzi V1000 Convert motorcycle performed as if it had an automatic transmission. See pictures and learn about this big Moto Guzzi. Advertisement The 1976 Moto Guzzi V...By holding both FXAIX and FZROX, you're less diverse than holding only FZROX since FXAIX is a subset of FZROX. I overweigh SPY because FXAIX's blend is slightly more aggressive How is the S&P 500 more aggressive than US total market? I'd call S&P 500 less aggressive than holding mid & small caps.(23M) recently opened a Roth IRA with fidelity debating between dumping my money into FXAIX VS FZROX Investing Questions I've already put the max in for the year 6,500k Any other funds recommendations would be appreciated as well as I'm still new to learning this. Locked post. New comments cannot be posted.FSKAX has about 3,500 holdings and FZROX has about 2,000, so you’re missing out on holding certain companies in the zero fee one. But overall they should perform nearly identical. FZROX is a loss leader. It isn't available to everyone. You can not get it in a solo 401k, for example. Or in a non fidelity account.There may be different holdings. For example, FZROX has roughly 2,500 holdings, FSKAX has around 3,300. FNILX vs FXAIX is probably the closest to being the same composition, since FXAIX is an S&P 500 fund and FNILX is probably just about as close as Fidelity could legally get.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 ...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 ...FZROX ticks both of the boxes that I encourage readers to consider first and foremost when selecting a core portfolio position. It should be 1) ultra-cheap and 2) broadly diversified. With a 0% ...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.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.FXAIX Portfolio - Learn more about the Fidelity 500 Index investment portfolio including asset allocation, stock style, stock holdings and more.Stock markets, especially foreign markets, are volatile and can decline significantly in response to adverse issuer, political, regulatory, market, or economic ...Here are a few tips to make an easy half-lap joint. Expert Advice On Improving Your Home Videos Latest View All Guides Latest View All Radio Show Latest View All Podcast Episodes L...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.For fees, FNILX is the winner with a 0% expense ratio. However, FXAIX isn't an expensive fund with a fee of just 0.015%. You'll pay a little more for FXAIX, but you won't see a huge variance when you look at performance. Looking at the five-year performance history, which is about as old as FXAIX goes back, an investment in the S&P 500 ...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 pros. The following are FXAIX strengths from our perspective:. FXAIX net assets are $374.87 billion. This fund is a popular choice with retail and institutional investors. FXAIX 10-year return is 12.28%, which is in line with the 10-year return of the benchmark index (S&P 500 TR USD), 13.21%.; FXAIX expense ratio is 0.02%, which is considered low. Nice job picking a low-cost fund.I have a roth ira with Fidelity, and am trying to choose from the following options: (FXAIX) Fidelity 500 Index Fund. (FNILX) Fidelity Zero Large Cap Index Fund. (FSKAX) Fidelity Total Market Index Fund. (FZROX) Fidelity Zero Total Market Index Fund. Alternatively, I could just go with VOO or VTI (both 0.03% expense ratio) but don’t know if I ...FXAIX and VOO are (basically) equal things: an s&p500 fund that represents 80% of the US market. So adding VTI to FXAIX doesn't add much diversity. Using a total market fund, like FSKAX or VTI rather than a 500 fund like FXAIX or VOO makes sense for the added diversity although truthfully they'll behave nearly the same.FXAIX is one of the best index funds to hold long term. I use FZROX, also, to add a little small and mid-cap stocks, but overall, FXAIX seems to perform a little better. I'd personally not invest a large amount of money in any fund at the moment if they are near their highest price of the past year. I watch and buy after a few down days, or ...FZROX FXAIX. Apply. The Macroaxis Comparable Analysis module helps investors to evaluate stocks by comparing them to other traded companies based on similar metrics to determine their enterprise value. The basic idea behind this approach is that FIDELITY ZERO and Fidelity 500 should bear some resemblance to each other or to other equities in a ...This bonus sounds small, but it compounds out to well over $50,000 extra tax advantaged dollars over a typical investing lifetime. If you want stick with Fidelity, then use VTI, VEA, and VWO in taxable accounts. In tax advantaged accounts, use 60% FZROX, 36% FZILX, and 4% VSS to replicate VT. If you have taxable and tax advantaged accounts, I ...FZROX uses Fidelities proprietary index which is exactly 2500 of the largest U.S. companies. ER 0.0 as you point out. It will have characteristics that will be a hybrid of an S&P 500 index (500 companies - FXAIX) and the Dow Jones total market index (3500 companies - FSKAX). This will mean that FZROX will have a very slight tilt towards larger ...FSKAX has about 3,500 holdings and FZROX has about 2,000, so you’re missing out on holding certain companies in the zero fee one. But overall they should perform nearly identical. FZROX is a loss leader. It isn't available to everyone. You can not get it in a solo 401k, for example. Or in a non fidelity account.588 subscribers in the TheMoneyMix community. Discuss topics related to Personal Finance, Money, Budgets, Careers, Investing, Retirement, and FIRE…After spending 2021 reading more about finances I'm thinking of shifting it all over to FXAIX. The 401k is with Transamerica so the offerings are pretty slim. I am currently set to retire in 2055 (hence FFLDX) so I think being completely in FXAIX until I am closer to retirement is okay. ... FZROX is Fidelitys zero expense index fund. I'd ...Learn the differences and similarities between FZROX and FXAIX, two low-cost index funds that track the total U.S. stock market and S&P 500, respectively. Compare their expense ratios, dividends, holdings, and performance to find the best fit for your investment goals.Nov 14, 2023 · 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 ...FXAIX and VOO are (basically) equal things: an s&p500 fund that represents 80% of the US market. So adding VTI to FXAIX doesn't add much diversity. Using a total market fund, like FSKAX or VTI rather than a 500 fund like FXAIX or VOO makes sense for the added diversity although truthfully they'll behave nearly the same.We can look at their performance over the last 3 years and confirm this. FNILX vs FZROK. The performance difference between these two funds since their inception is about 0.4% - less than 0.1% difference per year! These funds are still new. Three years isn't much time to compare. More time will be needed to see how they track long-term.FXAIX vs VFIAX . I'm relatively new to investing and I recently opened a Roth IRA with Vanguard and purchased the VFIAX mutual fund. I later found Fidelity's FXAIX. It seems like the same thing, but with lower fees. ... Both are no load. I would also look at FNILX (or FZROX). Nearly identical holdings, $0 minimum and 0% fees. https: ...According to M*, FZROX has 2522 holdings compared to 3373 for FSKAX (.015 ER). FNILX (ZERO Large Cap) has 513 holdings and FZIPX (ZERO Extended Market) has 2009. Together, they are the exact composition of FZROX. The traditional funds are FXAIX (500 index, 505 holdings, .015 ER) and FSMAX (Extended Market index, 3086 holdings, .045 ER).Another notable difference between the two funds is their expense ratio. While FZROX has a zero percent expense ratio, FSKAX has a very low expense ratio of 0.015 percent. While this may seem like a negligible difference, it can add up over time, particularly for investors with large portfolios. But when it comes to performance, the two funds ...FXAIX vs. VTI Expense Ratios. FXAIX - 0.015%. VTI - 0.03%. Another crucial factor to consider when choosing an index fund is the expense ratio or the annual fee that funds charge their holders. FXAIX's expense ratio stands at a low of 0.015%. Coincidingly, VTI also exudes competitiveness in this arena, featuring a fee of 0.03% per year.Is there any particular difference between the portfolios with FZROX and the three mentioned and Vanguard's VTSAX, VTIAX, VBTLX? Mostly just a tiny differences in number of holdings (should really only affect the lower end, generally so small they may not even be 0.001% of the fund's holdings) and expense ratios.Trade Ideas. FZROX vs. VTI: Does Fidelity's 0% Fee Total Market Fund Beat Vanguard? Fidelity's total stock market mutual fund with a 0% expense ratio has become …FZROX is the way to go. Broad market, 0 fees. Small caps outperform large caps in the long term, so as a 22 year old you shouldn't miss out by only buying the S&P 500. In a Roth, you can swap without any tax considerations. Add some FZILX too.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.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.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 ...FZROX is the way to go. Broad market, 0 fees. Small caps outperform large caps in the long term, so as a 22 year old you shouldn't miss out by only buying the S&P 500. In a Roth, you can swap without any tax considerations. Add some FZILX too.no, that portfolio doesnt really make sense. FZROX fully contains FXAIX, so there is no real good reason to hold both, just hold FZROX. something around 65/35 FZROX/FZILX makes sense. If you have FZROX and FZILX, you don't need FXAIX. But the first two are fine.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%.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.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.[2]FZROX - Zero Fund Total US Market Index, total gain/loss +$952 +4.43%, last price $15.81, average cost basis $15.14 [3]FZILX - Zero Fund International Index, total gain/loss -$675 -7.65%, last price $10.88, average cost basis $11.78 I would like to do FXAIX or FSKAX all the way, I think. I'm not connecting with this new advisor at all.New comments cannot be posted and votes cannot be cast. FSKAX or FZROX are much closer Fidelity equivalents. FXAIX is only the S&P 500, while VTSAX, FSKAX, and FZROX are all US total market style funds. VTSAX does have more holdings, but they'll be on the lower end (in terms of weight in the fund), to the point where it makes very little to no ...If you are interested in FSKAX or FXAIX (S&P 500) both are great funds and have similar top 10 holdings under their indexes (which is the largest weight of the index). ... Nice measurement; I'd hardly call that a sufficient backtest. FZROX is less diversified (2800 stocks vs FSKAX almost 4000 stocks) and tracks Fidelity's own proprietary "index ...If large caps do well, then FZROX should outperform FSKAX/VTSAX. If small caps do better, then the other way around. Just a toss up in grand scheme of things. The other option is the '0.015%' fee which is FSKAX (which is all for practical purposes, zero fees too) if you want to move the mutual fund around.Changing rates do not make a meaningful difference in whether to hold individual bonds or bond funds. Your tolerance for interest rate risk does. The reason Jack Bogle had to keep repeating the words "stay the course" is because every time economic conditions changed, investors would question whether the standard timeless advice still applied.Long term, "small" is an expected compensated risk factor, so VTI/VTSAX (or FSKAX or FZROX) should probably be expected to outperform FXAIX. In taxable accounts for now, ETFs and some Vanguard mutual funds (including VTSAX) have an advantage over other mutual funds due to the way internal capital gains are handled. Edit: Removed extra letter.Nov 14, 2023 · 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 ...Nov 14, 2023 · 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 ...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 ...Sep 21, 2021 · The Fidelity 500 Index Fund (FXAIX) ... The FZROX vs. VTI debate is a prime example of why you can't make an investment decision based on one number alone. Generally speaking, lower cost is better ...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 …FZROX tracks the total market index, not the S&P 500. FZROX includes your small and mid cap companies in addition to the large caps. As far as them losing money on it, I don't think that's the case. Share price continues to increase and many people (myself included) love the zero expense ratio. If you're going for just S&P 500 index, go with FXAIX.2 days ago · FZROX vs. FNILX - Expense Ratio Comparison. FZROX has a 0.00% expense ratio, which is lower than FNILX's 0.00% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%. FZROX.Your money is always yours. In a retirement account (such as IRA), proprietary mutual funds, such as FZROX, is not a big deal to transfer to another broker as you can liquidate to cash (i.e., sell all shares) then transfer as cash. For taxable accounts, it's the same, but you just have to account for any capital gains/losses.SCHD and any of the Fidelity Zero funds track different underlying indexes so they seek to accomplish different things. SCHD tracks around 100 stocks in the Dow Jones U.S. Dividend 100™ Index. It doesn't include any non-dividend payers. Any broad fund that tracks US large-caps like FNILX or FZROX mixes non-dividend payers and dividend payers.FSKAX is 11 percent. FZROX is 6 percent but is is early days. The sp500 zero fund (FNILX) turnover rate is 10 percent. So I would not expect FXROX to have such a low turnover in the long run. So assuming the capital gains per dollar turned over are the same, FXAIX has best tax efficiency at 4 percent of shares subject to tax.This article aims to compare two popular investment funds - Fidelity® 500 Index Fund (FXAIX) and iShares Core S&P 500 ETF (IVV) - to help you decide which is best for you. FXAIX vs IVV: An Overview. FXAIX and IVV both track the S&P 500 index or 500 of the largest U.S. companies.Both will perform quite similarly considering the S&P 500 (FXAIX) and FZROX (total US stock index) have 99% correlation. This comparison is just like VFIAX (S&P 500) and VTSAX (total US stock index). You simply choose 1 or the other and focus on increasing your income and savings rate. Plus, consider saving cash along with investing in stocks ...Define "better". FXAIX (S&P500 Index) follows an established index and is mostly large-cap with a small bit of mid-cap at the bottom of the index. FZROX is billed by Fidelity as a "total market" index fund, and according to Morningstar contains the "total-market" proportion of mid- and small-cap stocks, but it follows a proprietary Fidelity index.FXAIX vs FDLXX for excess cash/emergency fund. Discussion. I have maxed out my Roth IRA for 2024. I have approximately 15K in my CMA that is sitting in FDLXX as basically my emergency fund. Should I just throw all of this in FXAIX as it is trending, pretty strongly at the moment, it is already up over 10% since the beginning of the new year ...Aug 6, 2020 ... ... (FZROX) Seeks to provide investment results ... Fidelity ZERO Total Market Index Fund (FZROX) ... Fidelity Index Funds Review || S&P 500 FXAIX vs ...To show you why I say this, the expense ratio for FSKAX is 0.02%, for FZROX it is famously 0.00%. Actually, FSKAX is down to 0.015%, but it really doesn't make much difference. I personally like the fact that Fidelity can use their own proprietary index instead of being tightly tied to a third party index.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.FZROX vs FXAIX - How Do They Differ From Each Other? (W, In your case, the main difference is VTSAX is the total US stock market, over 3,800 sto, Summary. Fidelity recently debuted FZROX and FZILX, the first funds with 0% expense ratios. Fidelity also offers the, VFIAX has a $3000 minimum. FXAIX matches the S&P 500 within 2 basis points 13., Jan 7, 2022 ... ... (FZROX) 03:36 - 4. Fidelity Zero Large Cap Index Fund (FNIL, If you say the oldest company is 500 or even 1,000 years old, you would still be short by anot, Performance Comparison of FZROX vs. VYM. The total retu, The Fidelity ZERO Total Market Index Fund ( FZROX -0.32, The Cost. FXAIX has one of the very lowest expense, FZROX: Holds the total US stock market. FZILX: Holds the total, In short, there was nothing wrong with Fidelity's traditional , Don't know about FXAIX. Before I got into FNILX and FZROX, I res, Jan 26, 2023 · IVV has a higher expense ratio than FX, FZROX vs. FNILX - Expense Ratio Comparison. FZROX has a 0.00, VenJules. •. A HYSA is a lot more stable with a 4-, When choosing the best Fidelity funds to buy and hold forever, ther, It has a 0% Expense Ratio. FZROX covers (mostly) all small-mid-l, FZROX & FSKAX are US total market style, FNILX and FXAIX ar.