I know the dataset is for Vanguard or Schwab, but I wonder why T.Rowe Price is not in contention? I have setup IRAs originally in T.Rowe along with a employment 401K. I have had nothing but good experience with their customer service and overall ecosystem. 5 years ago I moved a significant portion to Fidelity (for diversity purposes) and have been reasonably happy, although the reporting and account manipulation is better at T.Rowe.
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I know the dataset is for Vanguard or Schwab, but I wonder why T.Rowe Price is not in contention? I have setup IRAs originally in T.Rowe along with a employment 401K. I have had nothing but good experience with their customer service and overall ecosystem. 5 years ago I moved a significant portion to Fidelity (for diversity purposes) and have been reasonably happy, although the reporting and account manipulation is better at T.Rowe.
Post: Schwab or Vanguard?
Link to comment from January 18, 2026