Fund Compare: for investors
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Description
Overview
FundCompare is an iPhone app for investors who want a clear, data-driven way to compare mutual funds and ETFs. Enter fund symbols, choose a date range, and get side-by-side performance, risk, and after-tax return analysis with interactive charts and exportable results.
Key features
Compare multiple funds or ETFs by symbol with flexible date ranges and quick presets (YTD, 1Y, 3Y, 5Y, 10Y, Max).
Easy to understand charts for performance, normalized returns, CAGR, drawdown, rolling returns, volatility, correlation, and RSI.
Detailed metrics including total return, after-tax return and after-tax CAGR, CAGR, maximum drawdown, annualized volatility, Sharpe ratio, Sortino ratio, and MAR ratio.
Portfolio blending using custom weights for portfolio-level comparison and analysis.
What-if analysis to simulate investment outcomes for a selected start date and initial amount.
Save and load fund lists (presets) for quick re-use; export results for further review.
Why use FundCompare
Make apples-to-apples comparisons using consistent, dividend-adjusted price data and robust risk metrics.
Estimate the impact of taxes with configurable tax settings to see after-tax performance.
Save time with presets and saved lists, and validate portfolio allocations with weight-based comparisons.
Important notes
Data and calculations are for informational purposes only and do not constitute financial advice. Past performance is not a guarantee of future results.