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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