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S&P 500 Index Funds

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.
Click on the name of the index fund to be directed to the brokers website in order to learn more about the particular fund.
Ethan Bloch's favorite funds are highlighted in Yellow.

All return calculations are as of 10/31/2008
Definitions of the tables headings are at the bottom of the page

 

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


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