Skip to main content
Message Font: Serif | Sans-Serif
 
No. of Recommendations: 0
I'm a newbie investor, but have been following The Motley Fool for a few years. I've seen Index Funds being advocated repeatedly on the site as a no-brainer way to grow your money and keep fees as low as possible.

This weekend I picked up a Money magazine and happened upon an ad compariing Fidelity's Equity Income Fun to the S&P 500 (among others) and it showed the Fund roasting the S&P over some long period of time. Fidelity seems to make similar claims on their site, though I can't seem to get the numbers to jive. An example that demonstrates my confusion: if I compare FEQIX and the S&P on a chart at Yahoo and look at the five year info, it sure looks to me like FEQIX is losing both on normal percentage basis and as compared to the S&P. When I look at Fidelity's site, they have the fund being up several percentage points over the last five years.

I checked a couple others (e.g. TRowe Equity Income) and they seem to have a similar discrepancy. What am I missing?!

Thanks all!

Print the post  

Announcements

What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.