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Total Stock Market Index Funds

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.
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 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


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