I'm trying to get a bit more sophisticated with evaluating various funds, and I am stuck as to how to evaluate the reported information on dividends and capital gains.
For example, a comparison of Vanguard's total bond, international, and total market index funds from their various web pages:
Dividends
Bond Monthly around $0.04 (.48 for the year?)
International Annual $0.40, $0.29 last 2 years
Stock Quarterly $0.12 to $0.15 (.48 to .60 for the year?)
Capital Gains Dollars % of NAV (1st quarter of this year)
Bond -$0.06 -0.60%
International -$0.04 -0.22%
Stock -$0.72 -2.09%
In looking through other threads, I've seen numerous references to bond funds being better for tax-deferred holdings (because of high dividends) and the total stock market index as being very tax-efficient. But I don't see the difference in total dividends here, and the stock fund seems to have a lot more going on as far as capital gains. So I'm really confused!
What am I doing wrong here?
For example, a comparison of Vanguard's total bond, international, and total market index funds from their various web pages:
Dividends
Bond Monthly around $0.04 (.48 for the year?)
International Annual $0.40, $0.29 last 2 years
Stock Quarterly $0.12 to $0.15 (.48 to .60 for the year?)
Capital Gains Dollars % of NAV (1st quarter of this year)
Bond -$0.06 -0.60%
International -$0.04 -0.22%
Stock -$0.72 -2.09%
In looking through other threads, I've seen numerous references to bond funds being better for tax-deferred holdings (because of high dividends) and the total stock market index as being very tax-efficient. But I don't see the difference in total dividends here, and the stock fund seems to have a lot more going on as far as capital gains. So I'm really confused!
What am I doing wrong here?