Mutual Fund Versus Stocks

If you have money to invest, you mightwell.
contemplate investing in mutual fund. What isThe next question would be if we investors can
mutual fund? Mutual fund is simply a collection ofdo better than stock market index fund of
stocks that are bought using money pooled from10.5%? A lot of people believe they can. But, the
various individual investors. Historically, averagepath ahead is full of obstacles. First, you need to
mutual fund returns 2% less annually than a stockget educated about stocks in general and how to
market index.calculate the fair value of a common stock. Next,
While the return is less than stellar, there areyou need to open a brokerage account to
several advantages of investing in mutual fund.execute your buy and sell order. Finally, you need
They provide diversification, economies of scaleto keep abreast of new developments. Business
and liquidity. So, the question you want to askcomes and goes. Industry rises and falls. Examples
yourself is whether you want to have a smallerof industry that used to dominate are:
return for the advantages mentioned previously.typewriters, cassette players, sewing machine
While two percent difference looks small, it is notand traditional camera. If you don't read often,
pocket change. Investors who set aside $ 1 ayou may predict that certain stock has a high fair
day, would have $ 562,000 of savings in fiftyvalue even when the entire industry is collapsing.
years if he invests in stock index fund growing atIt all comes down to individual investors. Would
10.5% per annum. The same investors wouldthey want to learn more and get a few more
collect 'only' $ 271,000 if he invests in averagepercentage return each year? Or would they let
mutual fund that grow at 8.5% per annum.someone else manage their money? Me, I prefer
There are also disadvantages investing in mutualto learn how to manage my own investment.
funds. There is a problem on how to choose theSure, it is time consuming. But giving a little bit of
'right' mutual fund. If average mutual fund returnsyour time may give you the potential to double
8.5% annually, the below-average fund will giveyour retirement money in fifty years. The
you less than that. Just like picking a stock, youpotential is rewarding and someday you might
would find some stocks that outperform theeven manage someone else's money.
average and other stocks that do not perform