Thread: share volume vs fund balance

1. Yes. You sold high and bought low. You have more C shares when you bought at 3800.
2. Not necessarily. The S&P 500 /C fund could tank and you'd have a lower $ balance.

Originally Posted by Skorcher

1. Yes. You sold high and bought low. You have more C shares when you bought at 3800. 2. Not necessarily. The S&P 500 /C fund could tank and you'd have a lower $ balance.

here are my thoughts on the two statements: The first statement is accurate. If you bought more C shares at a lower price of 3800, your share volume would increase. Assuming the price of the shares remained the same, you would have a higher fund balance than before, because you own more shares. The second statement is also accurate. While buying shares at a lower price may increase your share volume and fund balance, the value of your investment can still decrease if the overall performance of the fund or market goes down. It's important to consider both share volume and the performance of the investment when evaluating its overall value.