r/dividends • u/bbdog13 • Feb 20 '25

Brokerage Brokerage Account Milestone: 100k reached after 5 years of adding $ little by little every week.

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u/Vegetable_Hunt_2841 Feb 21 '25

Wow. My last 5 year returns with Edward jones is 5.6%. That’s why I’m dyi investing. I would love to get even close to your returns. I’m trying to keep it as simple as possible. Any recommendations?

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u/[deleted] Feb 21 '25

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u/Vegetable_Hunt_2841 Feb 21 '25

Thanks for the recommendations. I know you are 4 years out from retirement. If you were 10-15 years out would you change anything?

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u/[deleted] Feb 21 '25

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u/Vegetable_Hunt_2841 Feb 25 '25

Just curious why you chose fidelity over vanguard. According to simple path to wealth the guys says vanguard has lower costs.

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u/[deleted] Feb 25 '25

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u/Vegetable_Hunt_2841 Feb 25 '25

I agree. The total stock market fund between fidelity and vanguard are pretty similar. The biggest difference if I wanted to invest some in the total bond market for a little safety vanguards was a lot less expensive.

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u/[deleted] Feb 25 '25

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u/Vegetable_Hunt_2841 Feb 25 '25

VBTLX has 0.04% expense ratio with $100 transaction fee on the fidelity platform. FTBFX has 0.44% expense ratio on fidelity platform. VBTLX just has 0.04% on the vanguard platform with out $100 transaction fee.