Comments on: Active vs. Passive — My Funds vs. Vanguard Funds in Fees and Returns

By: Active & Passive Mutual Funds Comparison Update

Active & Passive Mutual Funds Comparison Update — Sun, 16 Nov 2008 06:11:45 +0000

[...] index funds outperform actively managed funds in the long term. At the end of 2006, I compared my mutual fund investments against some index funds from Vanguard in the same Morningstar category. The purpose of that comparison was to see how my funds were doing [...]

By: Check Out the Latest Carnival of Personal Finance

Check Out the Latest Carnival of Personal Finance — Sun, 02 Nov 2008 01:58:10 +0000

[...] course, I like my own entry, Active vs. Passive — My Funds vs. Vanguard Funds in Fees and Returns, as well . If you found information on this Diary helpful, please consider subscribing to the [...]

By: Update: Active & Passive Funds Comparison | The Sun’s Financial Diary | A Personal Finance Blog on Saving and Investing

Tue, 22 Jan 2008 15:34:32 +0000

By: September 2007 Score Card — Part II: YTD Performance of My Actively Managed Funds | The Sun’s Financial Diary | A Personal Finance Blog on Saving and Investing

Fri, 05 Oct 2007 16:30:24 +0000

[...] have a previous post that compared my actively managed funds against Vanguard funds for a 5-year period that covered [...]

By: Pay Ourselves First: The Way We Save and Invest | The Sun’s Financial Diary | A Personal Finance Blog on Saving and Investing

Tue, 17 Jul 2007 15:35:29 +0000

[...] for reasons such as the high initial investments for most of Vanguard index funds. Amazingly, these funds have been doing very well without costing me too much to own as compared to index funds, at least till now. Of course, the [...]

By: The Sun

The Sun — Tue, 03 Apr 2007 22:40:16 +0000

TFB: Out of the 12 funds I own, 9 were first purchased in early 2002. So it was a little short of 5 years, but quite long enough to make a comparison. However, since I made a small purchase every month, the return I have won’t match the fund’s total return.

By: TFB

TFB — Mon, 02 Apr 2007 05:12:37 +0000

The key question is whether you’ve been in those funds for the entire 5 years. If you only started investing in a fund say in year 3, the first two years of its performance, however great or bad, are not applicable to you.

By: Meng

Meng — Fri, 19 Jan 2007 07:30:14 +0000

have you ever pay tax on the cap gain distribution in your taxable account? how would tax play in your setup?

By: Extracting Portable Alphas from Equity Long/Short Hedge Funds at Online Financial Guide

Fri, 12 Jan 2007 19:16:55 +0000

[...] Active vs. Passive ? My Funds vs. Vanguard Funds in Fees and Returns Early this month, I posted an entry on my mutual fund portfolio. I also mentioned in the post that all the mutual funds I have in the taxable account are actively managed funds. A reader asked me the question why I chose actively managed funds instead of index funds which, by common sense, have low [.] (more) « California home loan refinance rate Posted By : Darren Dunner Are You a Thrillionaire or a Realionaire? » [...]

By: 2006 Year-End Review II: Performance - The Sun’s Financial Diary - Accumulating wealth is like building The Great Wall, one brick at a time

Tue, 02 Jan 2007 17:40:20 +0000

[...] Unlike funds in our taxable account which are all actively managed, 6 out of 10 funds in our IRA accounts are Vanguard funds. The reason to go with low-cost index funds in the IRA accounts is that we know these funds will be held for long time (though we may make some adjustments) and for long-term, the costs will have much more significant impact on what we will keep than, say, a 5-year period (here's a comparison of my funds with their Vanguard counterparts in fees and performance). [...]

By: Check Out the Latest Carnival of Personal Finance - The Sun’s Financial Diary - Accumulating wealth is like building The Great Wall, one brick at a time

Tue, 26 Dec 2006 19:53:02 +0000

[...] Active vs. Passive — My Funds vs. Vanguard Funds in Fees and Returns [...]

By: Generation X Finance » December 22nd Friday Five - Sick As A Dog Edition

Generation X Finance » December 22nd Friday Five - Sick As A Dog Edition — Fri, 22 Dec 2006 18:17:09 +0000

[...] Active vs. Passive Performance – The Sun takes a look at the performance of actively managed funds vs. some Vanguard and index funds. [...]