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Anonymous
Would you recommend CSPX or VWRA over long term horizon (15 years or more)?
Am 27 now. Have about $45k SGD and planning to DCA $1.5k/month moving forward. My investment horizon is very long >15 years and I am a big believer in Index funds. Would appreciate any advice on which option you would go and why?
I plan to use IBKR to DCA and understand that there is 10USD/month charge for $100kusd and below.
Many thanks everyone!
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CSPX, go for it.
More than 15 years would be excellent and important.
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I like CSPX too. Incepted much earlier than VWRA, has more historical data for you to analyse. I have done up some charts and checklists for you to compare both of them.
They aim to provide a clue to the following questions:
How has the NAV been trending since inception?
How has the fund been performing quarter on quarter since inception?
How has the dividend been trending since inception?
How has the fund size been growing?
What are your probabilities to make/lose money?
What are your average (+) and (-) returns?
Is your fund outperforming or underperforming the benchmark? (For Actively Managed Funds)
Link: https://dl.orangedox.com/fund-analysis-pdfs
File Names:
VANG FTSE AW USDA (VWRA LN Equity)_updated_230820
ISHARES CORE S&P 500 (CSPX LN Equity)_updated_230820
Additionally, I wrote a post on how you can DCA more effectively via this link: https://seedly.sg/questions/is-it-really-worth-...
Hope it helps.