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Compare these 3 Mutual Funds: American Funds Investment Company of America Class A (AIVSX) Vanguard Total Stock Market Index Fund (VTSMX) Goldman Sachs U.S. Equity

Compare these 3 Mutual Funds:

  • American Funds Investment Company of America Class A (AIVSX)
  • Vanguard Total Stock Market Index Fund (VTSMX)
  • Goldman Sachs U.S. Equity Dividend and Premium Fund Class A (GSPAX)

Using the ticker symbol, input and provide for each:

  1. Investment Style (from style box)
  2. Expenses (%)
  3. Fee level (description)
  4. Top 3 company holdings
  5. What was the growth of $10,000 over 10 years for each?
  6. Sales fees(if any)

Do a web search and provide a definition of a 12B-1 fee:

7.

Go to this Fund Analyzer website:

https://tools.finra.org/fund_analyzer

input the ticker symbols for each fund, assume an 8% return over 10 years.

  1. Which fund has no sales charges?
  2. Which fund has the highest total fees?
  3. Which fund has the highest value?

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