Fund Compare: for investors

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.