What is an S&P 500 index fund? Click here for a simple explanantion. Below is a breakdown of S&P 500 Index Fund offerings from Charles Schwab, Vanguard and Fidelity. All return calculations are as of 10/31/2008 |
| Charles Schwab S&P 500 Index Funds |
| Fund | Symbol | Minimum | Expense Ratio | 10 Year Return | Lifetime Return | Fund Inception |
| Schwab S &P 500 Index Fund - Inv Shrs | SWPIX | $100 | 0.35% | 0.15% | 4.62% | 05/01/1996 |
| Schwab S&P 500 Index Fund - Sel Shrs | SWPPX | $50000 | 0.19% | 0.32% | 2.89% | 05/20/1997 |
| Vanguard S&P 500 Index Funds |
| Fund | Symbol | Minimum | Expense Ratio | 10 Year Return | Lifetime Return | Fund Inception |
| Vanguard 500 Index Fund Investor Shares | VFINX | $3000 | 0.15% | 0.32% | 10.30% | 08/31/1976 |
| Vanguard 500 Index Fund Admiral Shares | VFIAX | $100000 | 0.07% | N/A | -2.42% | 11/13/2000 |
| Fidelity S&P 500 Index Funds |
| Fund | Symbol | Minimum | Expense Ratio | 10 Year Return | Lifetime Return | Fund Inception |
| Spartan 500 Index Fund - Investor Class | FSMKX | $10000 | 0.10% | 0.29% | 7.41% | 03/06/1990 |
| Spartan 500 Index Fund - Fidelity Advantage Class | FSMAX | $100000 | 0.07% | 0.29% | 7.42% | 03/06/1990 |
| Spartan U.S. Equity Index Fund - Fidelity Advantage | FUSVX | $100000 | 0.07% | -1.04% | 8.35% | 02/17/1988 |
| Minimum | Minimum initial investment required to invest in fund |
| Expense ratio | Fee's associated with the fund |
| 10 Year Return | Return over past 10 years recorded as of 10/31/2008 |
| Lifetime Return | Return since the funds creation. Time varies by fund. |
| Fund Inception | Date of funds creation |