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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:
- Investment Style (from style box)
- Expenses (%)
- Fee level (description)
- Top 3 company holdings
- What was the growth of $10,000 over 10 years for each?
- 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.
- Which fund has no sales charges?
- Which fund has the highest total fees?
- Which fund has the highest value?
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