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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Nov 2010
Location: Sarasota, FL & Vermont
Posts: 36,374
I think it would be a fool's errand to judge any investment orinvestment strategy based on less than 3 years of results.... that would be a minimum... 5 or 10 years at the least.
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jul 2014
Location: Spending the Kids Inheritance and living in Chicago
Posts: 17,099
Yep looks like VHGEX is performing better than VTWSX.
It also has a higher MER by .30 ( .51% vs .21%)
And the turn-over rate is 45% vs 15% so this would create issues in a taxable account at least I would think it would.
After 5 years the winner is.. the managed fund. After expenses. Turnover in an IRA is of no consequence. Vanguard & Wellington do a good job with their managed funds. I think any boat even the index boat could develop a leak. Here I am just askin for trouble.