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Weighing the Fund Analyzers
SOFTWARE ANNUAL TRIAL FUNDS
PRICE PRICE COVERED
MORNINGSTAR Quarterly updates: $195 $95 8,600
PRINCIPIA Monthly updates: $395
MORNINGSTAR Quarterly updates: $495 295 8,600
PRINCIPIA PLUS Monthly updates: $795
VALUE LINE NO-LOAD Quarterly updates: $95 29 3,700
ANALYZER Monthly updates: $149
VALUE LINE MUTUAL Monthly updates only: $395 50 8,000
FUND SURVEY
SOFTWARE COMMENTS
MORNINGSTAR Latest version makes it easier for individuals;
PRINCIPIA no analyst reviews or data on fund holdings
MORNINGSTAR Full portfolio holdings for almost every fund;
PRINCIPIA PLUS strong analysis; expensive way to follow funds
VALUE LINE NO-LOAD Better oriented for use by individual investors;
ANALYZER smallest universe of covered mutual funds
VALUE LINE MUTUAL Price data updated weekly by Internet down-
FUND SURVEY load; small inaccuracies sometimes crop up
DATA: BUSINESS WEEK
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Updated Feb. 12, 1998 by bwwebmaster
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