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Rebalancing, parental advice, AVUV vs. FISVX and 10 more Q&A

Sound Investing

CHAPTER

Avantas vs Fidelity - What's the Difference in Return?

Avantas has a very high alpha of 8.8 according to Morningstar versus the alpha of fidelity of 0.1. The additional unit of return per unit of risk is much higher at avantas. Now let me tell you what could happen. We can go into a period when the high quality companies don't make as much as the low quality companies but the academic research says that higher quality should lead given that the other things are equal to a better rate of return in the long term.

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