4min chapter

Sound Investing cover image

Does anyone really buy & hold and more Q&A

Sound Investing

CHAPTER

The DFA Fund and the Fidelity OTC Fund

The DFA fund makes $5,000 between 1998 and August 2000. The Fidelity fund goes from $23,000 to almost $56,000. By October 31, by October 31, 2018, they're basically tied. If you waited around until January of 2023, they're back to being about even because last year was a terrible year for the OTC.

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