1. Home
  2. Financial Planning
  3. A tool for comparing mutual funds and etfs

A tool for comparing mutual funds and etfs

An experimental tool I created is available:

formatting link

The user needs to specify the symbol of one mutual fund/etf to receive similarly behaving other financial instruments. In case similarly behaving patterns are found, the user receives information on their benefits (for example, less risky, lower fees, higher return, etc.),

That's an example for OIL:

formatting link
Your opinions and suggestions to improve the tool are welcomed.

Uri

======================================= MODERATOR'S COMMENT: Letting this through - didn't try out the site - it requires Silverlight which I don't have on this machine - let me know if it seems legit or not --the moderator

Reply to
Uri
Loading thread data ...

which I don't have on this machine - let me know if it seems legit or not --the moderator

Thanks for that. All Silverlight will be converted later on to a browser-friendly interface (e.g., Javascript-based).

Reply to
Uri

The silverlight overheated my machine and then froze it up, but brief impressions were that it seemed to want to give etfs for a mutual and vice versa

- while more commonly you might want to find similar etf's for etf and mutuals for mutuals. Both cross and same type references would be best.

For instance you commonly hear OIH recommended for oil service, but may want to avoid H "holders" like the plague because they flood your mailbox with paperwork for every contained stock. Also some of the obscure similar etfs have a spin more to your liking.

Similarly, for mutual funds you might want to find ones with similar holdings but with different fees - witness the Puerto Rican bond fund mentioned earlier where they confiscate more than one years return on fees.

Reply to
dumbstruck

impressions were that it seemed to want to give etfs for a mutual and vice versa

- while more commonly you might want to find similar etf's for etf and mutuals for mutuals. Both cross and same type references would be best.

to avoid H "holders" like the plague because they flood your mailbox with paperwork for every contained stock. Also some of the obscure similar etfs have a spin more to your liking.

but with different fees - witness the Puerto Rican bond fund mentioned earlier where they confiscate more than one years return on fees.

Thank you dumbstruck!

My general idea (which may sound first as doesn't make sense) is to compare all financial instruments to one another - stocks to mutual funds, etfs to bonds, etc. Cross sector, cross class, and cross countries and stock exchanges. On top of that - having regular filtering - as you write - compare etfs for etfs and mutual funds to mutual funds.

-U.

Reply to
Uri

Mutual fund are a risky way to go, it will make you lose all the money or earn big in a single day, your choice depends on the fate of your money.

Reply to
stevenricherd

BeanSmart website is not affiliated with any of the manufacturers or service providers discussed here. All logos and trade names are the property of their respective owners.