Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
Whether in the « quote » or the « performance » mode of a M* fund evaluation, the button for interactive charting has been missing for a couple of days. I can’t find any charting function for M* even though I am a Premium subscriber. I can chart in other applications such as Yahoo or Schwab, but I dislike having to switch gears when I’m trying to compare two or three funds quickly.
No, free Stockcharts are good enough for me. For total-return, it uses a slightly different methodology of adjusted-prices (in Yahoo Finance Historical Data TABLES, but not in its charts). TICKERS produce adjusted-price charts (default), _TICKERS produce actual price charts; BOTH can be shown in the same chart showing dramatic effects of reinvestments.
This issue is what prompted me to join MFO. Thanks for this post and the comments. Unfortunately, on my browsers, I cannot get M* interactive charts any more. Is this function now only available for logged-in members? @yogibearbull have you heard any updates?
@Ted_Turner, I just checked in logged-off mode and the Interactive charts are NOT available.
I see them in logged-in mode. As I have M* Premium, I cannot check availability for (free) M* Basic login. May be others can report on this. I haven't heard any complaints.
In yet another change, Interactive Chart click is REMOVED from the Quote page and there is a new CHART tab that works for ALL - unsigned + Basic (free) + Premium. https://www.morningstar.com/funds/xnas/vfiax/chart
dont think the Add Comparison search tab is giving the same options as the previous interactive chart for ETF's.
Can you explain the issue now?
As before, I see a long list containing 3-4 character ETF name that opens up when an ETF ticker is entered (to start or to compare) and you have to identify the proper name for ETF (self-standing or TICKER/NV).
I just had stopped when the menus opened up. But I see that on a mutual fund chart, when ETF is added by compare, the correct ETF name isn't there, and none of the ones shown pull up anything on the chart.
I also see that when chart is started with an ETF, mutual fund tickers by Compare produce "No results".
Charts OK when like things are added by Compare (mutual funds to mutual fund chart, ETFs to ETF chart).
I will contact my M* source. They may have loaded an incorrect version.
Looking forward to hearing if this inability to compare ETFs to Mutual Funds is permanent. I suspect it is, since they now require a separate page for the chart itself. Just another nail in the coffin of M* for individual investors. Dumbing down the articles, eliminating insightful mutual funds reports in favor of computer generated junk.. the list of hits to M8 as a useful company goes on and on.
No reason to tell long time ( 30 years) customers ahead of time, now is there, M*?
Yahoo finance still charts some mutual funds with ETFs, but several funds have no chart available.
MFO charts show both ETFs and mutual funds, so it can't be a data stream issue, can it?
The chart is now in a rather squashed format so that M* can fit an ad in on the right hand side of the page. In addition, the flexibility to set one's own time period is gone -- now it's 1 month to max only.
Comments
In the meantime, use the M* old charts by replacing tickers in the URL. Single charts only, no Compare.
http://quotes.morningstar.com/chart/fund/chart?t=VFINX®ion=usa&culture=en_US
Use Stockcharts to compare,
https://stockcharts.com/h-perf/ui?s=VFIAX, QQQ, IWM
Yahoo charts DO NOT include reinvestments.
"FYI – we did a code release last night which removed the “Show Full Chart” link on the Stock quote page and the link to more Key Ratio day.
This applies to both logged-in and visitor experiences.
I’m hoping we restore this for logged-in members today."
I see them in logged-in mode. As I have M* Premium, I cannot check availability for (free) M* Basic login. May be others can report on this. I haven't heard any complaints.
https://www.morningstar.com/funds/xnas/vfiax/chart
As before, I see a long list containing 3-4 character ETF name that opens up when an ETF ticker is entered (to start or to compare) and you have to identify the proper name for ETF (self-standing or TICKER/NV).
Click Chart
In Add Comparison use CGDV
you see shaded "Index" on left of box but no shaded "ETF" choices as before.
The coding issue may be specific to a Mutual fund to ETF comparison problem.
Now reverse the order....enter CGDV and compare to VWINX which now shows "no results" in my browser.
I just had stopped when the menus opened up. But I see that on a mutual fund chart, when ETF is added by compare, the correct ETF name isn't there, and none of the ones shown pull up anything on the chart.
I also see that when chart is started with an ETF, mutual fund tickers by Compare produce "No results".
Charts OK when like things are added by Compare (mutual funds to mutual fund chart, ETFs to ETF chart).
I will contact my M* source. They may have loaded an incorrect version.
No reason to tell long time ( 30 years) customers ahead of time, now is there, M*?
Yahoo finance still charts some mutual funds with ETFs, but several funds have no chart available.
MFO charts show both ETFs and mutual funds, so it can't be a data stream issue, can it?