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Comparisons are part of every mutual fund investor's life.
Usually the goal is to try to determine which fund will perform best in the future. Occasionally a fund will close to new investments causing its regular investors to look for a similar substitute fund. And sometimes SMI readers make comparisons trying to find the most dissimilar recommended funds within a risk category because they like the added diversification of owning a second fund. As you know, the prevailing winds can change quickly on Wall Street. Stock funds that were flying high at the time they were recommended by a magazine can be lagging badly six months later.