With over 30,000 mutual funds, including ETFs, and indexes across investment categories and asset classes to choose from, comparing mutual funds head-to-head is an important process for advisors to make recommendations for clients.
Use FundVisualizer to compare funds across 80 different performance metrics and share those comparisons with clients.
Type in a fund ticker or name and click + to create a comparison. Add multiple funds for comparison.
FundVisualizer provides options to view comparisons in many interactive chart types. As you build comparisons, you can create PDFs to share with clients, and save your research to use later.
FundVisualizer is a free, advisor-only tool for comparing mutual funds (including ETFs and no-loads) in head-to-head comparisons and from within portfolios. With FundVisualizer you can compare funds, model portfolios, and share with your clients, anytime, anywhere.LAUNCH TOOL