
VHGEX vs VTWAX - Bogleheads.org
2021年5月15日 · Yes, VHGEX is much higher than VTWAX in turnover rate. However, when I calculate the ratio of Returns after taxes on distributions again Return Before Tax, they are more or the less than same, especially 10 year ratio. Do I miss anything? VHGEX VT 1 Year 98.23% 98.72% 3 Years 89.60% 94.84%
Finding EFT equivalents for Vanguard Funds - Bogleheads.org
2019年3月18日 · vhgex (vanguard global equity investor cl) vwetx (vanguard long term investment grade admiral cl) vwnax (vanguard windsor ii admiral cl)) •••••convertible to etf vbirx (vanguard short term bond index admiral cl) etf = bsv vemax (vanguard emerging markets stock index admiral cl) etf = vwo veusx (vanguard european stock index admiral cl ...
Vanguard Global Equity Fund - VHGEX Good? Bad? Ugly?
2008年3月15日 · Rem, VHGEX is a well-diversified fund with a fine long-term performance record and a moderate expense ratio. Just about any actively managed equity fund has the potential to generate tax-inefficient distributions, so Global Equity should be held in a tax-advantaged account, like an IRA.
Compare Vanguard international funds - Bogleheads
2023年6月25日 · Changes 2010 changes. On September 24th, 2010, Vanguard announced a change in the index tracked by the Total International fund to the MSCI All Country World ex USA Investable Market Index, and introduced five additional share classes with lower expense ratios for larger holdings.
All-Equity Portfolio - HSA Fund Choices - Bogleheads.org
2017年3月16日 · I see the VHGEX fund as a potential solution as it would provide a global mix of equities although it is actively-managed (with an actively-managed expense ratio) and weighted more toward large caps. Alternatively, I can also do nothing and remain in the 2060 fund. Vanguard 500 Index - A (VFIAX) Vanguard Equity-Income - A (VEIRX)
Tax efficient replacement for VHGEX? - Bogleheads.org
According to Morningstar, VHGEX invests primarily in the large-cap value space, and has an allocation of approximatley 35% US stocks and 65% Foreign stocks (including around 8% in emerging markets). So, you can replicate the allocation of the fund by buying a domestic large value fund and a foreign large value fund.
Module : Vanguard funds/data - Bogleheads.org
Entry format. The table maps Vanguard mutual fund symbols, Vanguard ETF tickers, and Vanguard fund numbers to a string that identifies two pieces of information: the type of fund (a mutual fund or an ETF); and a URL fragment that can …
Schwab, Victory Capital, Vanguard, Fidelity? - Bogleheads.org
2024年7月13日 · Fidelity and Schwab are roughly equal in service. Vanguard is only available m-f business hours and phone (no chat, no email, no nights, no weekends).
Portfolio/Investment choices recommendation - Bogleheads.org
2022年11月25日 · Vanguard Global Equity Fund Investor[0.45%] VHGEX 7% Vanguard International Growth Fund Admiral[0.32%] VWILX 5% Principal Global Real Estate Securities Fund Class R6[0.87%] PGRSX Vanguard Target Retirement Income Fund VTINX
Advisor added to VGEQX and VHGEX - Bogleheads.org
I'm not in either of these, but for anyone interested: Vanguard has added Baillie Gifford Overseas Ltd. as an advisor to the $6.9 billion Vanguard® Global Equity Fund (VHGEX) and the $996 million Vanguard Growth Equity Fund (VGEQX).