Macroaxis: Personalized Investing
Personalized Investing and
Digital Wealth Optimization

0003 2688 1083 8035 Currently Hot Entertainment Utilities Iron 
Benchmark SP 500  1,629   22.88  Index Moved Down -1.39% United States ...


Processing
Collecting data for VEXPX and FCCGX ...

Asset Comparison and Correlation

    
Investment horizon: 
  30 Days    Login   to change
 
 Vanguard Explorer Inv  vs   Fidelity Advisor Small Cap Gro
 Compare Fundamentals  
Daily Returns (%)
FCCGX   VEXPX   
 
Change Benchmark  Embed  Export  Timeline
Assuming 30 trading days horizon, Vanguard Explorer Inv is expected to generate 1.07 times more return on investment than Fidelity. However, Vanguard is 1.07 times more volatile than Fidelity Advisor Small Cap Growth C. It trades about 0.03 of its potential returns per unit of risk. Fidelity Advisor Small Cap Growth C is currently generating about 0.02 per unit of risk. If you would invest  9,526  in Vanguard Explorer Inv on May 20, 2013 and sell it today you would earn a total of  29.00  from holding Vanguard Explorer Inv or generate 0.3% return on investment over 30 days.

Diversification

Weak diversification
Overlapping area represents amount of risk that can be diversified away by holding Vanguard Explorer Inv and Fidelity Advisor Small Cap Gro in the same portfolio assuming nothing else is changed

Correlation Coefficient

0.32
Parameters
Time Period1 Month [change]
DirectionPositive FCCGX Moved Up vs VEXPX
StrengthVery Weak
Accuracy28.57%
ValuesDaily Returns
Follow Correlation between VEXPX and FCCGX with Macroaxis syndicated feed, custom widget, or your favorite custom stock ticker
Add To Reader
 
Add Correlation between VEXPX and FCCGX to your reader
 
Share Correlation between VEXPX and FCCGX 
Find Opportunities
 
Predicted Return Density
 
Embed  Export  
Returns   
FCCGX   VEXPX   

Vanguard Explorer Inv

 
    
Vanguard
Performance
1
Out Of
100
Over 30
Days
99% of all equities and portfolios perform better than Vanguard Explorer Inv. Compared with the overall equity markets, risk-adjusted returns on investments in Vanguard Explorer Inv are ranked lower than 1 (%) of all global equities and portfolios over the last 30 days.
    
  

Fidelity Advisor Small Cap Growth C

 
    
Fidelity
Performance
1
Out Of
100
Over 30
Days
99% of all equities and portfolios perform better than Fidelity Advisor Small Cap Growth C. Compared with the overall equity markets, risk-adjusted returns on investments in Fidelity Advisor Small Cap Growth C are ranked lower than 1 (%) of all global equities and portfolios over the last 30 days.
    

Match-ups for Fidelity

Vanguard Explorer Inv vs. Fidelity Advisor Small Cap Growth C


 
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