User:Lexor/FundTables

Stock Index Funds

 * This table shows the rough correspondence between Fidelity, Vanguard and Schwab mutual funds. The lowest expense ratios are in bold. In many cases they track different indexes so they are not precisely equivalent, however they are very similar unless otherwise noted. Bond funds have different durations and therefore interest risk. Other tickers can be found in the appendix to the press release.

Balanced Funds
* When investing in target-date funds, go by the fund's composition (asset allocation). As of 2020, the main difference between Fidelity and Vanguard target retirement funds is that Fidelity does not include international bonds. ** FTIHX is named "Fidelity Total Intl Index Fund"