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Fzrox vs vti - Tax cost ratio: FZROX 0.52% vs VTI 0.38% (for the last year and highest tax bracket

That's where I thought your question was going, as in, "Are 1

Fund Size Comparison. Both FZROX and VTSAX have a similar number of assets under management. FZROX has 5.28 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.Oct 6, 2023 · FZROX vs. VTI: How Do They Compare (2023) FXAIX vs. VFIAX: How Do They Compare (2023) FZROX vs. FXAIX: Which Is the Better Mutual Fund? (2023) VTI vs SWTSX: Key differences. The key difference between VTI and SWTSX is that VTI is an ETF (exchange-traded fund) while SWTSX is a mutual fund. With a mutual fund, investors get the benefit of buying the fund in dollar amounts rather than in shares. If you don't have enough money to buy one share of an ETF, you can invest that money into a ...So, I'm sticking with widely available / liquid ETFs like VTI instead of FZROX or VXUS (or a combo of VEA and VWO) instead of FZILX. That same site I have been reading from a lot lately also noted that "VT and chill" is a valid approach for anyone who wants broad stock / equity diversity but also values the Bogle / Buffet idea of just taking a ...(FZROX) Fidelity Zero Total Market Index Fund 0.00% expense ratio Alternatively, I could just go with VOO or VTI (both 0.03% expense ratio) but don’t know if I’ll be charged a large transaction fee for purchasing a Vanguard fund in a Fidelity account since many brokerages do that. All 6 of these funds perform virtually the exact same. Top 7 ETFs In Canada. Alright then, let's jump straight to the list of Top 7 Canadian ETFs, first on the list is the "Vanguard S&P 500 ETF" or VOO. 1. Vanguard S&P 500 ETF (VOO) Vanguard S&P 500 ETF seeks to track the performance of a benchmark index that measures the investment return of large-capitalization stocks.100% fzrox (or vtsax) with drip and keep adding to it and don't look at the account until you are ready to retire is correct. 5. Outrageous-Win-9449 • 2 yr. ago. I'm running majority FZROX, it's great. Check out FISVX too while you're at it. dannym094 • 2 yr. ago.FSKAX vs FZROX and FTIHX vs FZILX. I just opened a Roth IRA with Fidelity, not sure which of these funds to put my money into. I posted here yesterday and I think I have myself narrowed down to 65% domestic stock and 35% international stock. I am 24 years old and I don't want any bonds right now. ... I hold the vanguard versions (VTI, etc) ReplyBut there is no real difference compared to other low cost index funds. If you compare the performance of FZROX (Fidelity no fee total market index fund), FSKAX (Fidelity regular total market index fund) and VTSAX (Vanguard total market index fund), then FZROX has slightly outperformed the other two in the 4 years it has existed.FZROX vs. VTI: Does Fidelity's 0% Fee Total Market Fund Beat Vanguard? ETF Battles: SOXX vs. SMH vs. XSD vs. PSI - Finding The Best Semiconductor ETF. Top Dividend Growth ETFs Ranked For The Rest ...Sep 21, 2021 · Composition VTI tracks the CRSP US Total Market Index, while FZROX benchmarks to the Fidelity U.S. Total Investable Market Index. While we could sit here and nitpick minor details, these... Digging through the data (which includes my tax documents last year as I held both FZROX and VTI), I can't find any evidence that FZROX has any considerable disadvantage over VTI in this regard. The last time FZROX had a capital gains distribution was back in December 2019 and that was only $0.007 per share (at a share price of $11.11).FZROX and FSKAX are both US TSM funds but follow different indexes. FSKAX has a larger number of holdings. FZROX has 2,503 holdings and FSKAX has 3,473 holdings at 9/30/19 per Fidelity FundResearch. +1 on using a more tax-efficient US TSM ETF like VTI or ITOT in a Fidelity Taxable account.Why is VTI so popular when ETFs like ITOT are making the same exact returns for a cheaper price (vti around $230 itot around $100)? Advertisement Coins. ... VTI in my retirement accounts and don't want to run afoul of wash sale rules. I can TLH with SCHB, VTHR, VV, FNILX, FZROX, and FLCOX which should have nearly identical returns and all ...FXAIX vs. FSKAX are index funds, but they have certain differences. The first difference you will notice is that FXAIX has a much larger asset volume and market cap than FSKAX. Then when we dig into the technical details, you will realize that while FXAIX tracks stocks in the S&P 500, FSKAX tracks assets in the Dow Jones Index. This difference ...Can't find much info out there for FZROX tax efficiency maybe it's too new. It may be splitting hairs but I still want to make the best choice initially for what will hopefully be a sizable account in the future where small differences could be consequential. 2) Total INT: 0% ER with FZILX vs 0.09% ER with VXUS.FZROX has a 0% expense ratio while VTSAX has 0.04% expense ratio. So the VTSAX will cost you an extra $4 per year on every $10k that you have invsted. FNILX is fidelity's zero large cap index. This may/has created a slight difference on performance that may/has overshadowed that expense ratio difference.If it's a tax-advantaged account (like an IRA or 401K), then go ahead and sell them; use the money to buy more VTI and VXUS. If not, then consider the tax implications and if you want to lock in your capital gains/losses this year. In general, it doesn't matter much as the difference between FZROX/FZILX and VTI/VXUS is negligible.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.Fidelity Investments rocked the investment world last August with its bombshell offer of zero-fee index funds. In the race to the management fee bottom, Fidelity changed the game. But, there's ...The best stock comparison tool in Galaxy! Pick any two stocks and find out how much money each would've made you had you purchased them at the same time. Both FSPGX and FZROX are mutual funds. FSPGX has a higher 5-year return than FZROX (13.34% vs 9.99%). Below is the comparison between FSPGX and FZROX.Many people already have large unrealized capital gains in the older funds. So they can't switch out without taking a big tax hit. Some people are skeptical about "free" funds. Most people don't pay that much attention. FZROX is best in tax advantaged accounts. ETFs like VTI are better in taxable accounts.Use the Fund Comparison Tool, on MarketWatch, to compare mutual funds and ETFs.Differences between VT and VTI: Different Number Of Holdings (9,299 vs. 3,535) Expense Ratio (0.07% vs. 0.03%) Level Of Diversification . VT vs VTI Holdings. Vanguard's VTI has fewer holdings than VT (3,535 vs. 9,299). However, VT and VTI have almost the same top 10 holdings. VT's top 10 holdings comprise 14% of its total, compared to 24% with VTI.Winner: Too soon to tell for ITOT vs FZROX; even if we had plenty of history, QDI ratios jump around a lot and usually don't differ a huge amount between similar funds. For example QDI ratio differences between ITOT and VTI make an annual difference of ~1bp in tax drag. Mutual funds and ETFs pass along dividends.The main difference between FNILX and FZROX is that FNILX is a large- and mid-cap fund, while FZROX is a total market fund. Despite these differences, the total return between these two funds is pretty close. Secondly, and perhaps most importantly, both funds can only be bought and owned in Fidelity accounts.Vanguard has patented a unique tax structure to reduce mutual funds cap gain distributions. Therefore, even for a taxable account at Vanguard , a mutual fund like VTSAX enjoys similar tax advantages like an ETF like VTI (simplistically speaking). u/villamagic11 Thank you for explaining it in more detail.I (stupidly) sold some VTI at a loss and want to repurchase. To avoid a wash sale, I’m thinking of buying some FZROX. My rationale is that it is not “substantially the same” as VTI because it’s a mutual fund at a different company (Fidelity) from an ETF from Vanguard, it tracks a different total market index, and it is run by different ...FSKAX is an exchange-traded fund (ETF) with a low expense ratio, making it an attractive choice for cost-conscious investors. If you are looking for high diversification and low fees, both FSKAX and FZROX could be suitable options. Fidelity Investments, the provider of FZROX, offers a broad array of mutual fund choices, including a variety of ...I don't think this should really matter to Bogleheads here because the common theme is the total market + international => FZROX/FZILX. Other than that, for some reason or another, Fidelity's Zero funds on Total Market, International, Large Cap has all outperformed its competitors. I hope this chart was of use.difference between VTI and FZROX? So I have a lot of holdings in VTI after reading about them on this sub. I also just consolidated my 401k, roth ira, and brokerage account all …VTI holds a bit more assets in the full US S&P but they are in the lower tail end of the ETF holdings (a difference of about 50 out of 3,600 ish holdings). VTI has a about 3X the daily trade volume than ITOT if that is something you value. The expense ratios are the same. If you are mixing VTI with other Vanguard funds, VTI might be preferable ...I noticed when people discuss their portfolios there’s a lot of talk about allocating money into VTI or VOO but I never hear FZROX get mentioned which is where 40% of my portfolio is. Is there any reason for this besides the factOverall, 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.55% FZROX, 5% FZIPX, 40% FZILX for me. Keeps me at about the global market cap weight and gives me a slight (intended) extended market tilt. Similarly, same numbers but replace FZROX with FSKAX, FZIPX with FSMAX, and FZILX with FTIHX for my taxable (I'm aware ETFs are currently sightly more beneficial on taxes, but I absolutely hate dealing with them and the amount I have invested in taxable ...The Fidelity ZERO Total Market Index Fund ( FZROX 0.66%), and funds like it, essentially invest in every single company listed on U.S. markets with only a few exceptions. In this case, the fund ...Thoughts on going all in on FZROX? I am 24 and I currently have a traditional 401k, Roth IRA (maxed out), HSA (maxed out) and a taxable investment account. My 401k is invested in a 2060 fund, however, I am trying to decide where to allocate my Roth, HSA and taxable investment account. These accounts are mostly invested in FBGRX (I use Fidelity ...Expense Ratios. Both of these options carry low-cost expense ratios that are almost identical. VTSAX’s expense ratio is 0.04% and VTI’s expense ratio is 0.03%, which essentially means that investors will pay $1 more in management fees for every $10,000 that they invest. Don’t lose sleep over it.In the long run, FZROX vs VTI in Roth/IRA isn't going to make much difference, so I agree with your decision to clean it up and combine them. I would if I were you. (* By the way, had you held VTSAX instead of VTI, you would have to wait a full day for the funds to settle. Fidelity does same day exchanges for Fidelity mutual funds, but if ...More FZROX Holdings. Current Portfolio Date Aug 31, 2023. Equity Holdings 2670. Bond Holdings 0. Other Holdings 7. % Assets in Top 10 Holdings 26.4. Top 10 Holdings. % Portfolio Weight. Market ...I initially chose to invest most of my money into FSKAX because it has been around longer than FZROX and it would be easier for me to transfer it if I changed to Vanguard or another broker. I then decided to add FZROX to my portfolio because it performs just as well as FSKAX and the expense ratio is 0. The downside is I have to sell if I want ...It is not known if its competitors will adopt the same strategy. As a result of its being the first total stock market fund and the advantage its ETF patent gives it, VTSAX now manages $1.32 ...One significant difference is that FTIHX has a more extensive portfolio of 5000+ equities, whereas FSPSX only holds 800+ stocks. When it comes to fees, the expense ratio of FTIHX is 0.07% while FSPSX’s expense ratio is only 0.035%. These numbers are relatively small and can be insignificant; it’s still cheaper to invest in FSPSX …I think it's fair to compare the lifetime performance against 3 Years out. FZROX is 0.71% below FSKAX. A compromise is a proprietary index that includes fewer holdings, making its "total stock market" a bit less total …Expense Ratios: FZROX's zero expense ratio is a unique advantage. VTSAX, though not zero, has a low expense ratio of 0.04%. Diversification: Both funds offer broad diversification, with VTSAX having a slightly higher number of holdings than FZROX. Historical Performance: Both funds have shown strong historical performance, with some variations ...FZROX has no expense ratio, meaning there are no fees for investors to pay to invest in the fund. On the other hand, VTI has a very low expense ratio of 0.03%. While both funds have low costs ...Aug 31, 2023 · More FZROX Holdings. Current Portfolio Date Aug 31, 2023. Equity Holdings 2670. Bond Holdings 0. Other Holdings 7. % Assets in Top 10 Holdings 26.4. Top 10 Holdings. % Portfolio Weight. Market ... VTCLX cons. The following are VTCLX weaknesses from our perspective:. VTCLX net assets are $0.00 million. This fund is not a popular choice with retail investors. VTCLX 3-year return is 10.64%, which is lower than the 3-year return of the benchmark index (Russell 1000 TR USD), 16.77%.; VTCLX 5-year return is 10.6%, which is lower than the 5-year return of the benchmark index (Russell 1000 TR ...Look like FSKAX, FXAIX, FZROX, VOO, VTI have done the best over 5 years. Can I just pick these ? No. Winners rotate. Having had a good run is actually probably a better predictor of future underperformance. FIPFX14.08.2018 ... ... (FZROX) 0.00% expense ratio. 2T. Schwab Total Stock Market Index Fund ... For example, VTI is 33% more expensive than SWTSX, ITOT and SPTM. But ...The main difference between FNILX and FZROX is that FNILX is a large- and mid-cap fund, while FZROX is a total market fund. Despite these differences, the total return between these two funds is pretty close. Secondly, and perhaps most importantly, both funds can only be bought and owned in Fidelity accounts.FSKAX vs FZROX and FTIHX vs FZILX. I just opened a Roth IRA with Fidelity, not sure which of these funds to put my money into. I posted here yesterday and I think I have myself narrowed down to 65% domestic stock and 35% international stock. I am 24 years old and I don't want any bonds right now. ... I hold the vanguard versions (VTI, etc) ReplyThe Vanguard 500 Index Fund invests solely in the 500 largest U.S. firms that comprise the S&P 500 Index. The Vanguard Total Stock Market Index Fund could represent all of a portfolio's equity ...Vanguard has patented a unique tax structure to reduce mutual funds cap gain distributions. Therefore, even for a taxable account at Vanguard , a mutual fund like VTSAX enjoys similar tax advantages like an ETF like VTI (simplistically speaking). u/villamagic11 Thank you for explaining it in more detail. Investors looking for an ETF may want to consider VTI, the ETF share class of VTSAX (read our review of VTI vs FZROX here). There is a bid-ask spread when trading ETFs, but this spread is typically less than .01% for VTSAX and individual investor trades will not generally be large enough to “move” the market. In the case of VTSAX ...The year-to-date returns for both investments are quite close, with FZROX having a 12.81% return and FXAIX slightly higher at 13.23%. Over the past 10 years, FZROX has underperformed FXAIX with an annualized return of 9.50%, while FXAIX has yielded a comparatively higher 12.17% annualized return. The chart below displays the growth of a $10,000 ...Trying to decide between VTI and FZROX for your portfolio? Our guide will help you compare and decide which U.S. total stock market ETF is right for you. Subscribe; Home; Crypto. Cardano Founder Raises Concerns Over AI-Generated Fraud. Swarovski Explores the World of Web3 with Ambitious NFT Plans.SWTSX vs VTSAX Expense Ratio. The expense ratio of SWTSX is 0.03%, while the expense ratio of VTSAX is 0.04%. This means for every $10,000 you invest in SWTSX in a year you would pay a $3 expense fee and for VTSAX, $4. Both SWTSX and VTSAX have a very low expense ratio.FZROX vs VTSAX. FZROX is Fidelity, VTSAX is Vanguard. Disclosure: I own VTSAX shares. FZROX has a 0% expense ratio and is a "Total Market Index Fund" with no transaction fee that was created earlier this month. I'm sure we're all familiar with VTSAX but it's also a "Total Stock Market Index Fund" with up to this point the lowest expense ratio ...FZROX vs FSKAX, FZROX vs FXAIX, FZROX vs VTI, FZROX vs VTSAX, FZROX vs FNILX, FZROX vs VOO.FZROX cons. The following are FZROX weaknesses from our perspective:. FZROX net assets are $0.00 million. This fund is not a popular choice with retail investors. FZROX 3-year return is 10.46%, which is lower than the 3-year return of the benchmark index (Fidelity U.S. Total Investable Market Index TR), 16.77%.; FZROX 5-year return is 9.99%, which is lower than the 5-year return of the ...Expense Ratios: FZROX's zero expense ratio is a unique advantage. VTSAX, though not zero, has a low expense ratio of 0.04%. Diversification: Both funds offer broad diversification, with VTSAX having a slightly higher number of holdings than FZROX. Historical Performance: Both funds have shown strong historical performance, with some variations ...fzrox is total market (comparable to vti) fidelity 500 is comparable to voo. I prefer a total market fund but it shouldn't really matter. like vagabond says, the price of the share doesn't matter ... Total US Market vs S&P 500. Both are capital weighted so they are very very similar. The differences are sooooo small that either one is ...VTI will be a bit more tax efficient in a taxable account than FZROX. It's probably worth it, but not really a noticeable difference, to be honest. You can just move your future contributions into VTI and pay zero LTT taxes this year by not touching your FZROX or you can sell FZROX and buy into VTI this year and bite the bullet and be behind ...Put all $6500 of Roth IRA for this year into FZROX last week and realize that I probably bought at an all time high. The price of FZROX was higher in late 2021 / early 2022, so you did not buy at an all time high. (Not that there'd anything wrong with it if you did as a long-term investment.) Considering selling and keeping it in SPAXX or ...VTI/VOO vs. FZROX. A while ago, Fidelity released a line of ETF's marketed with 0% expense ratios (e.g. FZROX). I read into this a bit more and it seems that Fidelity is definitely losing money on this so that they can attract a lot of investors. A problem that many people say is that there is no guarantee that they will maintain this 0% ER. VTSAX vs VTI Differences. The primary difference between VTSAX and VTI is that VTSAX is an index fund while VTI is an ETF. Another significant difference is their expense ratio. VTSAX has an expense ratio of 0.04%, while VTI has an expense ratio of 0.03%. VTSAX has a minimum investment of $3,000, while VTI has no minimum investment.Feel free to the browse the list and view the comparisons that are of an interest to you. Both FSPGX and FXAIX are mutual funds. FSPGX has a higher 5-year return than FXAIX (12.61% vs 10%). FSPGX has a higher expense ratio than FXAIX (0.04% vs 0.02%). Below is the comparison between FSPGX and FXAIX.Oct 7, 2023 · Compare FZROX vs. VTI - Dividend Comparison FZROX's dividend yield for the trailing twelve months is around 1.40%, less than VTI's 1.57% yield. FZROX vs. VTI - Expense Ratio Comparison FZROX has a 0.00% expense ratio, which is lower than VTI's 0.03% expense ratio. VTI Vanguard Total Stock Market ETF 0.03% 0.00% 2.15% FZROX While both fzrox and fskax have low expense ratios, fzrox has a slightly lower expense ratio of 0.03% compared to fskax's expense ratio of 0.09%. While this may not seem like a significant difference, over time it can add up and result in lower overall costs for investors. 4. Personal Preference.Aug 9, 2019 · Not FSKAX. Only Vanguard mutual funds can be held in taxable accounts with the tax efficiency of an ETF. I hold some FSKAX, but only in a 401k. +1 This is entirely correct. ITOT is the iShares twin to VTI and is commission-free at Fidelity. It's the clear choice for a total market fund in a taxable account at Fidelity. 18.02.2022 ... FZROX vs. FSKAX: Which Index Fund Is Better? 3.6K views · 1 year ago ... [VTI vs VOO | VFIAX vs VTSAX | FXAIX vs FSKAX]. Nick Doyle - Achieve ...Number Of Stocks: 3,875. Similar Funds ( FZROX) Like FXAIX, FSKAX offers investors an extremely low expense ratio of 0.015%. FSKAX has a much higher return. FSKAX's return is nearly double that of FXAIX, up almost 20%. The broad diversity of its holdings helps with its return.Due to the above example, you would want to be a retirement/ targe date fund which glides down the equities to more bonds as you get close to retirement age. 11. LiveResearcher2 • 2 yr. ago. Just 1 = VT; 2 = VTI + VXUS (or) VT + BND; 3 = VTI + VXUS + BND. [deleted] • 2 yr. ago.↑ See this Bogleheads forum post: "Re: Follow up questions - total stock market approximation", hoppy08520.Jan 03, 2013 for more on combining these two funds to approximate total stock market. ↑ This combination might interest you if you have a 401(k) plan held at John Hancock Funds, which offers 3 similar funds: JEINX tracks the S&P 500, JECIX follows the S&P Midcap 400, and JESIX tracks ...It's more accurate to say that FZROX is a mutual fund, whereas VTI is an ETF. (Fun fact: VTI is the exact same fund as the VTSAX mutual fund, just a different share class.) It's true that FZROX and other Fidelity Zero mutual funds cannot be transferred outside Fidelity; they are not "portable". But this is not universally true.Total stock market funds have a wider scope than the S&P 500. This index tracks 500 of the largest publicly-traded U.S. companies, accounting for around 80% of the market capitalization of the U.S ...SPY vs. QQQ VOO vs. VUG QQQ vs. VGT IVV vs. VOO SPY vs. SPXB VOO vs. VTI QQQ vs. VOOG IVV vs. VTI SPY vs. IVV SPY vs. VOO VOO vs. QQQ QQQ vs. QQQM VTI vs. VT VOO vs. SPLG QQQ vs. TQQQ VTI vs. ITOT Sections55% FZROX, 5% FZIPX, 40% FZILX for me. Keeps me at about the global market cap weight and gives me a slight (intended) extended market tilt. Similarly, same numbers but replace FZROX with FSKAX, FZIPX with FSMAX, and FZILX with FTIHX for my taxable (I'm aware ETFs are currently sightly more beneficial on taxes, but I absolutely hate dealing with them and the amount I have invested in taxable ... VT would count as 2 of these asset classes, or a 80/20 or whatever other split of the two funds you listed would as well. As long as you are 40-80% US stocks, 20-40% or 50% international stocks, 0-30% bonds, and 0-15% REITs you have an eminently reasonable portfolio. Pick literally any combination of that you want and your odds of being the ...Fidelity ZERO Total Market Index Fund (FZROX) The prospectus for FZROX says that it invests "at least" 80% of its funds in the Fidelity U.S. Total Investable Market Index. This index is designed to replicate the performance of the market as a whole. Like VTSAX, it tracks its index using statistical sampling but attempts to replicate key ...Tax Drag of FZROX. I worked with Fidelity to calculate the tax drag on FZROX in a taxable account, and it looks like the annual tax drag of FSKAX (the best equivalent the advisor I work with could find) as of 2021 was 0.78% (shown as $7,800 on a $1,000,000 investment in their chart). This assumes that the holder is in the highest tax income ...For comparison, say one has a million $ in a taxable account in each fund. Pre TAX Div payment- VTSAX = 12,900 , FZROX = 11,400. After TAX (say 25%) Div payment - VTSAX = 9,675 , FZROX = 8,550. VTSAX is higher by 1,225, now deducting ER of 400, still VTSAX is higher by $725.Fidelity FZROX vs FXIAX vs FIOFX for rollover IRA. Have a rollover IRA from a previous employer of about 100k and trying to decide between FZROX or FXIAX which is the total stock market index fund vs FIOFX which is the 2045 target retirement fund . Is it better to split half into each or choose one over the other ?VTI vs VTSAX: How Are They Different? FZROX Vs. FSKAX - Which Fund Is For You? FXAIX Vs. FSKAX - Which Fidelity Index Fund Should You Buy? FSKAX VS. VTI - Which One Makes The Cut? VTSAX Vs. VTI: How Different Are They? VTSAX Vs. VFIAX: Which One Is Better? VTSMX Vs. VTSAX: A Comparison Of Two Index Funds; VTSAX vs VFIAX: Which One Would ...FZROX is also good, but less diverse. The differences are negligible in the long run. ... then buying small and mid-cap US funds could bring your total holdings more or less into alignment with VTI. on the downside, it results in a slightly more complex portfolio; on the upside, you have the option to implement your own tilts (e.g. maybe you ...FZROX has no expense ratio, meaning there are no fees for investors to pay to invest in the fund. On the other hand, VTI has a very low expense ratio of 0.03%. While both funds have low costs ...Jan 19, 2022 · The annual report for FZROX indicates that over the life of the fund $10,000 would have , Jan 26, 2023 · FZROX vs FSKAX: Key differences. The biggest difference between FZROX and FSKAX is their expe, VTSAX is a vanguard mutual fund, you can buy them through fidelity, but there will be, Mutual funds allow automatic investing whereas you', Not FSKAX. Only Vanguard mutual funds can be held in taxable accounts with the tax effi, Cruian • 3 yr. ago. You should probably drop FNILX; but for FZILX or , I certainly wouldn't sell what you have and pay a capital gains. , Index Funds vs. Target-Date Funds: An Overview . Choosing between i, Cruian • 3 yr. ago. You should probably drop FNILX; but for FZIL, Should I go all in on FZROX for my HSA or should I, Overall, the cost advantages of FZROX over VTI and SPY are relat, The slight difference in historical performance between VOO and VTI is, difference between VTI and FZROX? So I have a lot of holding, Portability. You can transfer most mutual funds to oth, As of 6/30/2023, VTSAX had $317 billion in total net assets, w, FZROX and VTI are similar but not the same; FZROX has something like 2, Feel free to the browse the list and view the comparisons that are , I noticed when people discuss their portfolios there.