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Mutual Fund Comparison Sites?

Once the M* "Performance" page changed to its current self, I kept using the old link to the page to compare up to 6 funds at a time. It seems that link is no longer working/supported.

Any suggestions on other sites that have a good comparison tool with similar performance data as the old M* Performance page? The M* compare tool included daily, 1 week, 1 month, 3 month, YTD, 1 year, 3 year, 5 year, 10 year and 15 year performance data. Sure miss it already!


  • Fidelity's site will give similar comparison data, but only for funds they sell. That includes all funds and share classes the sell, not just their NTF funds. But it omits funds like Admiral shares of Vanguard's actively managed funds (e.g. VWIAX).

    You'll find one month and three month performance on the short term performance tab. No weekly performance, no 15 year performance.

    On the Morningstar site, until it vanishes later this year is the actual fund compare tool. This gives YTD, 1 month, 1, 3, 5 year data. But not 3 month, 10 or 15 year performance figures.

    Alternatively, if you have premium membership, you can use the premium fund screener (specify precise funds by screening on tickers). The performance tab gives YTD, 4 week, 1, 3, and 5 year data. But not 3 month, 10 or 15 year performance figures.

    However, you can create a custom view to display all the time periods you are used to getting.

  • edited June 2022
    I frequently used the old M* Performance charts to compare mutual funds.
    You can see if Portfolio Visualizer (Backtest Portfolio) meets your needs.
    It allows you to compare up to four funds simultaneously when a benchmark is specified.
    Yearly returns are listed along with annualized returns for the 1 yr., 3 yr., 5 yr., and 10 yr. periods.
    Annualized standard deviation for the 3 yr. and 5 yr. periods is also listed.
    The following data is provided for the full evaluation period: CAGR, Best Year, Worst Year. Max. Drawdown, Sharpe Ratio, and Sortino Ratio, etc.
  • One handy thing the M* page showed was the price of the fund's individual holdings, which could give you an idea of where things might be at the close of trading in terms of planning buy/sell decisions.

    You can do the same thing at Yahoo Finance for at least the top holdings:

    Go to:
    (replace VWINX with your desired symbol)

    and click on 'Get Quotes for Top Holdings'
  • edited June 2022
    Portfolio Visualizer is a great site. Each PV run (linkable) provides an in-depth analysis of 3-4 portfolios or tickers (1 fund portfolios).

    But PV is also trying to monetize. Basic/free signup that allowed storing portfolios was eliminated a while ago & it now has only subscription tiers. Free/unsigned access for analyses/runs still remains and portfolios can be saved on Excel & uploaded for PV runs. How long this will continue? I don't know.

    This is a common business model - provide free software services, debug & develop software features, switch to subscriptions when enough people have sign up. This is what M* has been doing too - out of free services came M* Office, M* Direct, now M* Investor.

    For charting, free Stockcharts is quite good. Yahoo Finance is OK for quotes & historical data, but its price-only charts (without reinvestments) are of limited value; they are also not linkable. Yahoo login is also finicky due to past business tie-ins and ownership changes.
  • Newbie here…I’m pretty well worn out with Morningstar. Love PV. Stumbled across this site a few weeks ago. Take a look. .
  • Thanks for the suggestions. I also found this link on the MarketWatch website.
  • I really like this website called MFO Premium for comparing mutual fund performance. Even the free Quicksearch works well for most. (Sorry…couldn’t resist when I read title) apologize for humor.

    I also use Portfolio visualizer which is terrific. I save in Excel but love the number crunching,
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