5/28/2025

VFINX (Vanguard 500 Index Fund):

• Time period: From August 31, 1976 to May 23, 2025
• Used to illustrate long-term S&P 500 performance

TESIX (Franklin Mutual Shares Fund):

• Time period: From August 31, 1976 to May 23, 2025
• Compared side-by-side with VFINX to show how a value fund performed versus the S&P 500 over nearly 50 years
• DFLVX (DFA US Large Cap Value Fund):
• Time period: From 1993 to 2025
• Compared with TESIX and VVIAX for large cap value performance

VVIAX (Vanguard Value Index Fund):

• Time period: From 1993 to 2025
• Used for comparison with DFLVX and TESIX

DFSVX (DFA US Small Cap Value Fund):

• Time period: From 2000 to 2025
• Compared with TESIX for small cap vs large cap value performance

AVUV (Avantis US Small Cap Value ETF):

• Time period: From 2021 to present
• Compared with DFLVX and VVIAX for recent small cap value performance

How Paul Uses Morningstar:

On Morningstar, Paul suggests:

• Navigating to the “Chart” tab for each fund
• Selecting “Max” to see the longest available performance history
• Entering ticker symbols (like VFINX, TESIX, DFLVX, VVIAX, DFSVX, AVUV) in the “Compare” box to view multiple funds together- make sure any funds being compared to the primary fund have a track record from a date at least as long as the primary fund

Using Morningstar’s Chart and Compare tools:

• Compare VFINX vs TESIX (1976–2025)
• Compare DFLVX, VVIAX, and TESIX (1993–2025)
• Compare DFSVX vs TESIX (2000–2025)
• Compare AVUV vs DFLVX and VVIAX (2021–present)

PDF showing the above comparisons

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