Mutual Fund Comparison
Tickers (limit 5):
Compare: Returns Risk Fees Holdings
Symbol Fund Name 1 Wk 13 Wk YTD 1 Yr 3 Yr (Annualized) 5 Yr (Annualized) 10 Yr (Ann)
FPACX FPA Crescent -0.06% 2.45% 2.76% 11.52% 10.31% 13.46% 9.02%
PRWCX T P Cap App -0.41% 2.50% 4.05% 13.60% 12.10% 15.70% 9.42%
YACKX Yacktman -0.12% 4.31% 2.72% 10.18% 12.55% 18.41% 10.83%
BERIX Berwyn Inc -0.28% 2.55% 3.28% 11.00% 8.71% 11.94% 8.36%
DVY iShares:Sel Div ETF -1.02% 4.68% 4.27% 13.66% 14.65% 19.91% 7.25%
The chart above shows some funds that I have recently screened. I find this tool very useful because the annualized returns show built in income and gains distributions. What is frustrating to me is that there is an arbitrary limit of 5.
Does anyone have a site where the ticker entry is unlimited?
prinx
Comments
M* won't let you include ETFs in their fund compare tool so you would have to do that separately.
LLJB
http://www.mutualfundobserver.com/fund-ratings/?symbol=fpacx+prwcx+yackx+berix+vwelx+fpnix+dodbx+brufx+vwinx+sequx+vfinx+dodgx+dodix+fmagx+sgovx+tbgvx+vghcx+mapox+glrbx+fmilx&submit=Submit
The return group rankings are directly comparable at each age group (20, 10, 5, 3, and 1 year periods), but the actual metrics are only shown for the largest age group applicable.
Working to add all eval period metrics, plus life and full cycle metrics, to the single ticker MFO Risk Profile search tool. Hope to have available soon.
Charles, period metrics with annualized returns added will make the MFO tool the most valuable available anywhere.
Thanks
prinx
http://www.nasdaq.com/quotes/mutual-fund-comparison-charts.aspx