Author Topic: Direct comparison of Vanguard and Fidelity low-cost funds  (Read 458 times)

rusugiru

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Direct comparison of Vanguard and Fidelity low-cost funds
« on: January 29, 2020, 12:47:05 PM »
I am looking to transfer my HSA from Health Equity, where most of it is invested in Vanguard funds, to Fidelity. My Vanguard investments are as follows:

45% in VIIIX - expense ratio 0.02%
30% in VTPSX - expense ratio 0.07%
10% in VBMPX - expense ratio 0.03%
10% in VGSNX - expense ratio 0.10%
5% in VTABX - expense ratio 0.11%

How do I find the most directly comparable Fidelity funds?

EliteZags

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Re: Direct comparison of Vanguard and Fidelity low-cost funds
« Reply #1 on: January 29, 2020, 12:53:35 PM »
that's quite a conglomeration of funds for what I'd assume is only a low 5 figure balance account.. my Optum HSA I think  only had Vanguard 500 index as the really the only decently attractive fund with reasonable ER so been throwing it all in there, what happens happens won't ever be life changing money just banking it all for tax free growth indefinitely

MDM

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Re: Direct comparison of Vanguard and Fidelity low-cost funds
« Reply #2 on: January 29, 2020, 05:59:26 PM »