Morningstar Comparison Chart

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clemrick
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Joined: Wed Sep 09, 2009 8:46 pm

Morningstar Comparison Chart

Post by clemrick »

I am reviewing the mutual funds that my husband and I have in various retirement accounts. I am trying to compare the funds using Morningstar's comparison chart and I keep getting the message that the fund is "Invalid Security" even though it is right there on the page for the mutual fund.

Is that because I have not paid for Morningstar? I will give the free 7 day trial a go if I have to, but I used to be able to compare mutual funds without joining, although it has been many years since I researched funds.

Thank you.
livesoft
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Re: Morningstar Comparison Chart

Post by livesoft »

Maybe try portfoliovisualizer.com instead. It only has monthly date, but that might be all you need for what you are trying to do.
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sycamore
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Re: Morningstar Comparison Chart

Post by sycamore »

Are you trying to use the comparison tool at https://www.morningstar.com/funds/screener-compare ? I am able to compare two mutual funds using that tool. I am logged in to Morningstar using a "free" account (although a 7 day trial account would probably work too). What fund symbols did you want to compare?

I notice the tool says "This tool will be retired in the coming months."

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Mr. Rumples
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Re: Morningstar Comparison Chart

Post by Mr. Rumples »

I have a "legacy" portfolio on M*; the comparison feature isn't working for me any longer. I had considered a paid account, but their customer service was worse than abysmal.
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dcabler
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Re: Morningstar Comparison Chart

Post by dcabler »

The free version available through public libraries still has this capability.

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nisiprius
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Re: Morningstar Comparison Chart

Post by nisiprius »

clemrick wrote: Sun Mar 19, 2023 7:58 am...Is that because I have not paid for Morningstar?
It's might be because Morningstar has been malfunctioning this weekend, from time to time. Trying to get a full chart for VTI sometimes gave me the error message "invalid security."
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ResearchMed
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Re: Morningstar Comparison Chart

Post by ResearchMed »

sycamore wrote: Sun Mar 19, 2023 10:43 am Are you trying to use the comparison tool at https://www.morningstar.com/funds/screener-compare ? I am able to compare two mutual funds using that tool. I am logged in to Morningstar using a "free" account (although a 7 day trial account would probably work too). What fund symbols did you want to compare?

I notice the tool says "This tool will be retired in the coming months."

Image

What is happening to Morningstar?

The Discussion Forums seem to be disappearing, too.
(At least, the one about TIAA seems to be MIA.)

RM
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livesoft
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Re: Morningstar Comparison Chart

Post by livesoft »

ResearchMed wrote: Mon Mar 20, 2023 6:09 amWhat is happening to Morningstar?

The Discussion Forums seem to be disappearing, too.
(At least, the one about TIAA seems to be MIA.)
Encyclopedias are no longer sold door-to-door.

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