Mutual Fund Comparison Tool
Fund Comparison
Fund Name | NAV | Expense Ratio | 1-Year Return | 3-Year Return | 5-Year Return | Risk Level |
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The Mutual Fund Comparison Tool is an interactive and data-driven solution designed to help investors, financial advisors, and analysts evaluate and compare multiple mutual funds based on key metrics such as expense ratio, historical returns, risk level, and asset allocation. This tool allows users to input details for up to three mutual funds and provides a side-by-side comparison of their performance, fees, and risk-adjusted returns. It helps stakeholders make informed investment decisions by highlighting the strengths and weaknesses of each fund.
Key Features:
- Dynamic Input Fields: Users can input details such as fund name, expense ratio, annual return, risk level, and asset allocation for up to three mutual funds.
- Performance Metrics Calculation: Automatically calculate risk-adjusted returns (e.g., Sharpe Ratio) and display key metrics in a table.
- Interactive Charts: Visualize fund performance and asset allocation using bar charts or pie charts for enhanced clarity.
- Side-by-Side Comparison: Compare multiple mutual funds across various metrics to identify the best option.
- PDF Export Functionality: Generate downloadable reports summarizing mutual fund comparisons for presentations or sharing with stakeholders.
- Modern and Stylish Design: A sleek interface with vibrant colors, animations, and clear typography to enhance user engagement.
- Fully Responsive: Optimized for all devices, ensuring seamless functionality on desktops, tablets, and mobiles.
- Self-Contained Container: The tool operates within its own container, ensuring no interference with the page header or footer.
Use Cases:
- Investors comparing mutual funds to build a diversified portfolio.
- Financial advisors presenting fund options to clients.
- Analysts evaluating fund performance and fees for research purposes.
How It Works:
Users input details such as fund name, expense ratio, annual return, risk level, and asset allocation for up to three mutual funds. The tool calculates key metrics like risk-adjusted returns and displays the results in a table. Outcomes are visualized using interactive charts. Users can compare funds side-by-side, analyze metrics, and download detailed reports in PDF format for further analysis or sharing with stakeholders.