Macroaxis: Personalized Investing
Simple Personalized Investing

FNMFO FNMFO 096770 KDDIF Conglomerates Alcohol Semiconductor Soft Drinks 
Benchmark SP 500  1,651   4.84  Index Moved Down -0.29% ...


Processing
Collecting data for VEXMX and FLPKX ...

Asset Comparison and Correlation

    
Investment horizon: 
  30 Days    Login   to change
 
 Vanguard Extended Market Idx I  vs   Fidelity LowPriced Stock K
 Compare Fundamentals  
Daily Returns (%)
VEXMX   FLPKX   
 
Assuming 30 trading days horizon, Vanguard Extended Market Idx Inv is expected to generate 1.49 times more return on investment than Fidelity. However, Vanguard is 1.49 times more volatile than Fidelity LowPriced Stock K. It trades about 0.27 of its potential returns per unit of risk. Fidelity LowPriced Stock K is currently generating about 0.33 per unit of risk. If you would invest  5,158  in Vanguard Extended Market Idx Inv on April 24, 2013 and sell it today you would earn a total of  220.00  from holding Vanguard Extended Market Idx Inv or generate 4.27% return on investment over 30 days.

Diversification

Very poor diversification
Overlapping area represents amount of risk that can be diversified away by holding Vanguard Extended Market Idx I and Fidelity LowPriced Stock K in the same portfolio assuming nothing else is changed

Correlation Coefficient

0.89
Parameters
Time Period1 Month [change]
DirectionPositive FLPKX Moved Up vs VEXMX
StrengthStrong
Accuracy100.0%
ValuesDaily Returns
Follow Correlation between VEXMX and FLPKX with Macroaxis syndicated feed, custom widget, or your favorite custom stock ticker
Add To Reader
 
Add Correlation between VEXMX and FLPKX to your reader
 
Share Correlation between VEXMX and FLPKX 
Find Opportunities
 
Predicted Return Density
 
Returns   
VEXMX   FLPKX   

Vanguard Extended Market Idx Inv

 
    
Vanguard
Performance
14
Out Of
100
Over 30
Days
86% of all equities and portfolios perform better than Vanguard Extended Market Idx Inv. Compared with the overall equity markets, risk-adjusted returns on investments in Vanguard Extended Market Idx Inv are ranked lower than 14 (%) of all global equities and portfolios over the last 30 days.
    

Match-ups for Vanguard

Fidelity LowPriced Stock vs. Vanguard Extended Market Idx Inv
Fidelity LowPriced Stock K vs. Vanguard Extended Market Idx Inv
Vanguard Mid Cap Index Inv vs. Vanguard Extended Market Idx Inv
Vanguard Mid Cap Index InstlPlus vs. Vanguard Extended Market Idx Inv
Vanguard Mid Cap Index I vs. Vanguard Extended Market Idx Inv
Vanguard Mid Cap Index Adm vs. Vanguard Extended Market Idx Inv
Vanguard Mid Cap Index Signal vs. Vanguard Extended Market Idx Inv
Vanguard Extended Market Idx Signal vs. Vanguard Extended Market Idx Inv
Vanguard Extended Market Idx Adm vs. Vanguard Extended Market Idx Inv
  

Fidelity LowPriced Stock K

 
    
Fidelity
Performance
17
Out Of
100
Over 30
Days
83% of all equities and portfolios perform better than Fidelity LowPriced Stock K. Compared with the overall equity markets, risk-adjusted returns on investments in Fidelity LowPriced Stock K are ranked lower than 17 (%) of all global equities and portfolios over the last 30 days.
    

Match-ups for Fidelity

Fidelity LowPriced Stock vs. Fidelity LowPriced Stock K
Vanguard Mid Cap Index Inv vs. Fidelity LowPriced Stock K
Vanguard Mid Cap Index InstlPlus vs. Fidelity LowPriced Stock K
Vanguard Mid Cap Index I vs. Fidelity LowPriced Stock K
Vanguard Mid Cap Index Adm vs. Fidelity LowPriced Stock K
Vanguard Mid Cap Index Signal vs. Fidelity LowPriced Stock K
Vanguard Extended Market Idx Signal vs. Fidelity LowPriced Stock K
Vanguard Extended Market Idx Adm vs. Fidelity LowPriced Stock K
Vanguard Extended Market Idx Inv vs. Fidelity LowPriced Stock K


 
Analytics
Risk Adjusted Returns Landscape
Live Efficient Frontier
Market Correlation Analysis
Watchlist Analysis
Financial Content
Portfolio Estimation and Projections
Portfolio Theme Builder
 
 
Research Modules
Equities Backtesting Analysis
Instant Retirement Optimizer
Cross-portfolio RSS and Mobile Access
Company, fund, and ETF Directory
Financial Advisor Directory
Insider and Manager Directory
Wealth Management
 Gadgets, Widgets, and Apps          
  
 
Services And Technology
Frequently Asked Questions
Quick Product Tour
Product Technology Overview
Solution Methodology
Plans and Pricing
 
Free Investor Tools
World Market Correlations
Instant Equity Comparator
Watchlist Analysis
Position Suggestions
Equity Alpha Analysis
 
About Us
About Macroaxis
Contact Us
Product Terms Of Use
Service Privacy Policy
Advertising Opportunities
Content

Thanks for checking out Macroaxis

Tell us what you like and what you don't like. We promise we'll not only listen but write you back

Contact Us
Macroaxis is user-driven community of investors. We appreciate any feedback or comment you can provide. Please fill out our quick survey to help us provide your with a better service and user experience

Fill Out Quick Survey
Most of the functionality on our site is free to use. However we do provide premium service to sophisticated investors. Our premium subscription will give you unprecedented capabilities to optimize your portfolios using robust financial analysis toolkit, fast mean-variance optimization engine, and proven portfolio theory

Go Premium