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Morningstar has a tool, if you go back to 1976 when the Vanguard fund opened the Comstock returned average annual of over 13% vs over 11% for the index fund, including/net of fees and the load.

Interesting thread, EJ much more helpful than Vanguard, and no phone trees. Always seem willing to talk to you, and friendly. I wouldn't want an 800 number for my medicine, nor my finances.

corrections People lose more money trying to avoid stock market corrections than they do just going through the correction. Some auto rebalancing goes a long way towards selling high/buying low in a properly diversified portfolio.

The cheapest people are the Schwab investors, Vanguard and Fidelity people are at least more rational, IMHO.

Isn't indexing just buying stocks from some list, and then everybody just owns the same list of stocks? When the tech bubble happened the S&P 500 was 40% tech companies, and indexers were smiling paying low fees while they were getting wiped out. There are hundreds of indexes these days. I'd...

Response It seems you've determined that the investments are bad without knowing anything about UITs or Invesco. If you compare the return of Invesco Comstock to Vanguard's 500 Index over years even with the load Comstock outperforms by a wide margin. As for the fees thing, I've used 2...