Vanguard and Fidelity active stock funds: both generally beat their same-style Vanguard index funds

Edward Tower ()
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Edward Tower: Duke University

Annals of Operations Research, 2025, vol. 346, issue 1, No 31, 645-656

Abstract: Abstract 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.

Keywords: Vanguard mutual funds; Fidelity; Active management; Index mutual funds (search for similar items in EconPapers)
JEL-codes: G11 G14 (search for similar items in EconPapers)
Date: 2025
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DOI: 10.1007/s10479-024-06196-x

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