Episode Details

Paul discusses the comparative returns from the Vanguard, DFA and Best-In-Class Portfolios for 2019. He also responds to 12 questions from listeners and readers of paulmerriman.com’s podcasts, articles, videos, books and recommendations for mutual funds, ETFs, 401k’s, the Ultimate Buy-and-Hold Portfolio and more.  To learn more about comparative returns, take a look at the 2-4 Fund Combo Returns 1928-2018.

12 Q&A

1.  How does the new Fidelity Small-Cap Value (FISVX) compare to our IJS and SLYV?  10:24

2.  What’s a good Vanguard Small-Cap Value Fund for a 66-year-old investor? 15:00

3.  Do you really recommend large and small-cap growth funds? 18:30

4.  Why are you so high on DFA funds? 21:00

5.  What’s your plan for helping kids with their IRAs? 26:44

6.  When will you be updating the S&P 500 Fine-Tuning Table? 31:49

7.  What does a long-time client of Paul’s old firm have to say? 33:50

8.  Where can an investor find historical data on stock and bond returns? 38:23

9.  What about supplying transcripts of your podcasts? 41:36

10.  Which is better: VTWW or FISVX small-cap value funds? 47:54

11.  How do Vanguard Value Index and Vanguard Equity Index funds compare? 50:54

12.  How much would $20,000 become in 45 years if I invest it in small-cap value? 53:04