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Home invest in investing living frugal what to invest in Question: can I roll over a Vanguard index fund into a lower cost one now that I hit the $10K minimum?

Question: can I roll over a Vanguard index fund into a lower cost one now that I hit the $10K minimum?

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I have VTSMX, which required a $3K minimum, and has an expense ratio of 0.15%. Vanguard has an identical fund with a $10K minimum (VTSAX) and a fee ratio of 0.04%. Do I have to see VTSMX, pay capital gains taxes, and buy VTSAX? Or is there a way to roll it over? Thanks!



Submitted August 28, 2017 at 05:02PM by gman12345 http://ift.tt/2vmg1c8
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