VUG vs FOCPX
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SK08 ноября 24 г. | Posted in general
FOCPX vs VUG is absolutely incorrect. I ran the same comparison on Morning star and FOCPX has out performed but your graph shows the opposite.
what is the source of this data. is it trust worthy.
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Dmitry Shevchenko08 ноября 24 г.
Hey, could you clarify what specifically you think might be incorrect? Are there any particular numbers that seem off to you? I’m not sure which data from Morningstar you’re referencing, so it’s difficult to assess.
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RB20 ноября 24 г.
Before considering expenses and dividends, price return of FOCPX seems to have underperformed VUG since 2013 (except in 2016 to mid 2018).
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Steven Pearson08 декабря 24 г.
other Fidelity mutual returns are unreliable as well (e.g. FCNTX). the problem is likely that it's only looking at price return and not considering reinvested capital gains distributions from mutual funds.
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