Fidelity vs. Vanguard

Which Funds Are Best for You?

Fidelity vs. Vanguard. Contrafund vs. 500 Index. Active vs. passive investing. The hidden pitfalls and profit potential of both… and what difference could it make to you?

We’ve spent more than 25 years specializing in both Fidelity and Vanguard mutual funds, and that gives us the experience and perspective to compare the two companies’ funds and managers, strengths and weaknesses, pitfalls and profit potential.

We’ve learned over years of wealth management for thousands of clients like you that there is no simple, one-size fits-all answer. Both companies have done an outstanding job delivering long-term value to shareholders—albeit with distinctly different philosophies. In fact, we believe that investors who focus on the question of “Who’s biggest?” or “Who’s best?” miss a more important point: It’s not a matter of which fund company is better. It’s a matter of which company’s funds are best for you.

This report can help you decide. Inside we detail: