Re: Why Mutual Funds are better than Index Funds
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The average S&P 500 index fund returned 5.73%, 7.65%, -2.91% and 9.47% for the past 1 year, 3 years, 5 years and 10 years respectively. (annualized annual returns)
The average multi-cap value fund returned 10.73%, 10.08%, 6.22% and 10.14% over the same horizons.
The average mid-cap value fund did even better, where as large cap value funds did somewhat worse.
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You have some apples and oranges here, like comparing mid-caps to S&P 500 indexes. How well do they do if you compare multi-caps to a Russell index, for example?
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