What I think would be more interesting (not to mention useful) is to compare the 10, or 5,
loaded balanced mutual funds which had the best 10 - year track record in 1996 - And then compare it «forward» with a no - load, low - fee balanced fund like Wellington.
All of the major brokerage houses (Vanguard, Schwab, ETrade, Scottrade, etc) in the US give account holders access to a list of ETFs and
Mutual Funds with zero
load on deposits, no or low minimum account
balances, no or low investment minimums, and no commissions.