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Vanguard and Fidelity active stock funds: both generally beat their same-style Vanguard index funds

  • Edward Tower

摘要

This chapter contrasts the return of Vanguard and Fidelity active stock mutual funds with the same-style portfolio of Vanguard’s index funds over the ten years through 2022. Vanguard’s equally weighted portfolio of domestic active funds generally excess-returns the Vanguard same-style index fund portfolio, as does Fidelity’s equally weighted active-fund portfolio.