Fidelity vs. Vanguard—What Today's Investors Need to Know

Podcast Episode: Vanguard vs. Fidelity—What Today’s Investors Need to Know

Vanguard’s and Fidelity’s growth and evolution over the past 25 years have been astounding to watch, and we’ve been paying close attention all the while. Getting data on their managers and services was once like squeezing water from a stone, but today’s investors are faced with so many funds and so much information that it’s easy to be overwhelmed. That’s where we come in.

In this exclusive conversation, Chairman Dan Wiener and Chief Investment Officer Jim Lowell—who have spent decades covering Vanguard (Wiener) and Fidelity (Lowell) in their independent newsletters—dissolve the myths, cut through the spin and look at what’s ahead for these two fund titans. Among the discussion topics:

  • Is Fidelity just a growth shop? Vanguard a mere conservative indexer?
  • What Morningstar’s fund rating system doesn’t tell you
  • The possibilities afforded by each firm’s deep international bench
  • How are Vanguard and Fidelity reacting to the rise of roboadvisers?

It’s never too soon to become a more informed investor. Please fill out the form on this page to listen to this free, no-obligation podcast today!

This material is distributed for informational purposes only; and is not financial or investment advice. Speak to your financial adviser before taking specific action. Past performance is not an indication of future returns. Our statements and opinions are subject to change without notice.

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