September 20, 2006

S&P 500 Funds Table

Here’s an updated table of no-load S&P 500 Index Funds I compiled last year:

Funds Tracking the S&P 500 Min Investment * Expense
Ratio *
Web Address
CA Inv. S&P 500 Index
SPFIX
$ 10,000 0.33% http://www.caltrust.com
Dreyfus Basic S&P 500 Index
DSPIX
$ 10,000 0.20% http://www.dreyfus.com
Dreyfus S&P 500 Index
PEOPX
$ 2,500 0.50% http://www.dreyfus.com
Fidelity Spartan 500 Index
FSMKX
$ 10,000 0.10% http://www.fidelity.com
Northern Stock Index
NOSIX
$ 2,500 0.25% http://www.northernfunds.com
ProFunds Bull ProFund Investor
BLPIX
$ 15,000 1.45% http://www.profunds.com
ProFunds Bull ProFund Service
BLPSX
$ 5,000 2.45% http://www.profunds.com
Schwab S&P 500 Fund
SWPIX
$ 2,500 0.37% http://www.schwab.com
Schwab S&P 500 Select
SWPPX
$ 50,000 0.19% http://www.schwab.com
Scudder S&P 500
SCPIX
$ 2,500 0.43% http://www.scudder.com
Ssga S&P 500 Index
SVSPX
$ 10,000 0.16% http://www.ssgafunds.com
T.Rowe Price Equity Index 500
PREIX
$ 2,500 0.35% http://www.troweprice.com
UA S&P 500 Index Fund II
UAIIX
$1,000 0.12% http://www.uafund.com
Vanguard 500 Index Fund Investor
VFINX
$ 3,000 0.18% http://www.vanguard.com
Vanguard 500 Index Fund Admiral
VFIAX
$ 100,000 0.09% http://www.vanguard.com
Average S&P 500 Index Fund Fees
(according to recent Lipper data)
n/a 0.61% n/a

The Minimum Investment and Expense Ratio information was obtained from Marketwatch.com on 09/20/06. You can also see the updated table here.

Posted by Joe

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