Vanguard and Fidelity active stock funds: both generally beat their same-style Vanguard index funds
Publication
, Journal Article
Tower, E
Published in: Annals of Operations Research
March 1, 2025
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.
Duke Scholars
Published In
Annals of Operations Research
DOI
EISSN
1572-9338
ISSN
0254-5330
Publication Date
March 1, 2025
Volume
346
Issue
1
Start / End Page
645 / 656
Related Subject Headings
- Operations Research
- 49 Mathematical sciences
- 46 Information and computing sciences
- 35 Commerce, management, tourism and services
- 15 Commerce, Management, Tourism and Services
- 08 Information and Computing Sciences
- 01 Mathematical Sciences
Citation
APA
Chicago
ICMJE
MLA
NLM
Tower, E. (2025). Vanguard and Fidelity active stock funds: both generally beat their same-style Vanguard index funds. Annals of Operations Research, 346(1), 645–656. https://doi.org/10.1007/s10479-024-06196-x
Tower, E. “Vanguard and Fidelity active stock funds: both generally beat their same-style Vanguard index funds.” Annals of Operations Research 346, no. 1 (March 1, 2025): 645–56. https://doi.org/10.1007/s10479-024-06196-x.
Tower E. Vanguard and Fidelity active stock funds: both generally beat their same-style Vanguard index funds. Annals of Operations Research. 2025 Mar 1;346(1):645–56.
Tower, E. “Vanguard and Fidelity active stock funds: both generally beat their same-style Vanguard index funds.” Annals of Operations Research, vol. 346, no. 1, Mar. 2025, pp. 645–56. Scopus, doi:10.1007/s10479-024-06196-x.
Tower E. Vanguard and Fidelity active stock funds: both generally beat their same-style Vanguard index funds. Annals of Operations Research. 2025 Mar 1;346(1):645–656.
Published In
Annals of Operations Research
DOI
EISSN
1572-9338
ISSN
0254-5330
Publication Date
March 1, 2025
Volume
346
Issue
1
Start / End Page
645 / 656
Related Subject Headings
- Operations Research
- 49 Mathematical sciences
- 46 Information and computing sciences
- 35 Commerce, management, tourism and services
- 15 Commerce, Management, Tourism and Services
- 08 Information and Computing Sciences
- 01 Mathematical Sciences