Same Fund Family: Value Vs Growth

Value Vs Growth: An Unscientific Case Study

You can find a few reasons to like managed mutual funds: instant diversification, the possibility of beating the market indices, and no-hassle record keeping/tax reporting. In return, you'll pay low to moderate fees and risk the possibility of underperforming the market. Mutual fund families such as Vanguard and Fidelity offer a bewildering array of funds, but we're going to focus on two from Fidelity: the Value Strategies Fund and the Growth Strategies Fund.

Value Vs Growth: Common Features

Both funds concentrate on mid-cap stocks, but will snap up larger and smaller companies from time to time. They have similar expense ratios, just below 3/4...