What is a Total Stock Market index fund? Click here for a simple explanantion. Below is a breakdown of Total Stock Market Index Funds offerings from Charles Schwab, Vanguard and Fidelity. All return calculations are as of 10/31/2008 |
| Charles Schwab Total Stock Market Index Funds |
| Fund | Symbol | Minimum | Expense Ratio | 10 Year Return | Lifetime Return | Fund Inception |
| Schwab Total Stock Market Index Fund - Inv Shrs | SWTIX | $100 | 0.52% | N/A | -0.72% | 06/01/1999 |
| Schwab Total Stock Market Index Fund - Sel Shr | SWTSX | $50,000 | 0.37% | N/A | -0.57% | 06/01/1999 |
| Vanguard Total Stock Market Index Funds |
| Fund | Symbol | Minimum | Expense Ratio | 10 Year Return | Lifetime Return | Fund Inception |
| Vanguard Total Stock Market Index Fund Investor Shares | VTSMX | $3000 | 0.15% | 1.21% | 7.35% | 04/27/1992 |
| Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | $100000 | 0.07% | N/A | -1.54% | 11/13/2000 |
| Fidelity Total Stock Market Index Funds |
| Fund | Symbol | Minimum | Expense Ratio | 10 Year Return | Lifetime Return | Fund Inception |
| Spartan Total Market Index Fund - Investor Class | FSTMX | $10000 | 0.10% | 1.19% | 1.42% | 11/05/1997 |
| Spartan Total Market Index Fund - Fidelity Advantage | FSTVX | $100000 | 0.07% | 1.19% | 1.43% | 11/05/1997 |
| 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 as 10/31/2008. |
| Fund Inception | Date of funds creation |