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Deciding Which Fund Gets The Tax Protection

The table below shows the total aftertax return* on $20,000 invested evenly 
between a stock and bond fund on Mar. 31, 1976, and liquidated 20 years later

STOCK     BOND FUND IN TAXABLE          BOND FUND IN TAX
FUND      ACCT. & STOCK FUND IN      DEFERRED ACCT. & STOCK
CATEGORY   TAX-DEFERRED ACCT.        FUND IN TAXABLE IN ACCT.

GROWTH         $142,400                    $128,800
GROWTH &        118,600                     108,600
INCOME
EQUITY          138,600                     119,300
INCOME
SMALL           158,900                     141,800
COMPANY
FOREIGN         109,700                     106,300
BALANCED        115,100                     105,400

* Assumes a capital-gains rate of 28%. Bond fund is based on Morningstar's 
all-taxable bond fund.

DATA: T. ROWE PRICE ASSOCIATES INC., MORNINGSTAR INC.



Updated June 14, 1997 by bwwebmaster
Copyright 1996, Bloomberg L.P.
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