C*******O
发帖数: 147 | 1 比如以下两个
Vanguard Balanced Index Adm (MUTF:VBIAX)
Vanguard Total Stock Mkt Idx Adm (MUTF:VTSAX)
不同的时间段(1年,3年,5年,10年等)两个表现各有胜负,如何合理比较呢? 这些差别同
时也远高于EXPENSE RATIO 的差别. | c*****e
发帖数: 1106 | 2 I am not sure it makes a lot of sense to compare a balanced fund (mix of
stocks and bonds) with a 100% stock fund.
Maybe you want to compare with another balanced fund, say, Vanguard Star (
similar stock/bond mix but with a healthy portion in int'l stocks), or to
some degree target funds since you asked about those in another thread. | C*******O
发帖数: 147 | 3 Thanks for your suggestion. What I want to compare is their performance
assuming they are similar funds (I just picked these two as examples). If
they are same type of funds, which one is better and why? | y***n
发帖数: 1135 | 4 你的risk level是什么？target是什么？
【在 C*******O 的大作中提到】
: 比如以下两个
: Vanguard Balanced Index Adm (MUTF:VBIAX)
: Vanguard Total Stock Mkt Idx Adm (MUTF:VTSAX)
: 不同的时间段(1年,3年,5年,10年等)两个表现各有胜负,如何合理比较呢? 这些差别同
: 时也远高于EXPENSE RATIO 的差别.
| j****y
发帖数: 1714 | 5 check risk and compound return over past 1,3 ,5, 10, .. 20 years.
The highest compound annual return, lowest risk (standard deviation of
annual returns), the better.
Morningstar.com is a good source.
【在 C*******O 的大作中提到】
: Thanks for your suggestion. What I want to compare is their performance
: assuming they are similar funds (I just picked these two as examples). If
: they are same type of funds, which one is better and why?
|
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