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Total Bond Market Index Funds

The Total Bond Market Index Fund is designed to track the performance of the U.S. bond market, as represented by the Lehman Brothers U.S. Aggregate Bond Index.

Below is a breakdown of Total Bond Market Index Fund offerings from Charles Schwab, Fidelity and Vanguard.
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.

Schwab and Fidelity return calculations are as of 10/31/2008
*Vanguard return calculations are as of 11/30/2008

Definitions of the tables headings are at the bottom of the page

 

Charles Schwab Total Bond Market Funds
Fund Symbol Minimum Expense Ratio 10 Year Return Lifetime Return Fund Inception
Schwab Total Bond Market Fund SWLBX $100 0.53% 3.86% 5.06% 03/05/1993


Fidelity Total Bond Market Funds
Fund Symbol Minimum Expense Ratio 10 Year Return Lifetime Return Fund Inception
Dreyfus Bond Market Index Inst CL DBMIX $2500 0.41% 4.55% 5.62% N/A


Vanguard Bond Market Funds
Fund Symbol Minimum Expense Ratio 10 Year Return Lifetime Return Fund Inception
Vanguard Total Bond Market Index Fund Investor Shares VBMFX $3000 0.19% 5.06%* 6.74%* 12/11/1986
Vanguard Total Bond Market Index Fund Admiral Shares VBTLX $100000 0.10% N/A 4.26%* 11/12/2001


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 (*11/30/2008 for Vanguard)
Lifetime Return Return since the funds creation as of 10/31/2008 (*11/30/2008 for Vanguard)
Fund Inception Date of funds creation


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