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OPECX Oppenheimer Capital Income C

2 lower fee alternatives found

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Fund OPECX Oppenheimer Capital Income C THYFX Thrivent Diversified Income Plus S FISRX Franklin Income R  
100% 92% 90%
Annual Fees
(1.79% Exp. Ratio)
(0.81% Exp. Ratio)
(0.96% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.51% annual return
$16,394.83 $22,083.73 $21,103.51
Est. savings over 30 yrs +$5,688.89 +$4,708.67
As of 12/31/16
1 YR RETURN 6.46%
3 YR 2.91%
5 YR 5.39%
10 YR 0.57%
1 YR RETURN 6.91%
3 YR 3.50%
5 YR 6.99%
10 YR 5.21%
1 YR RETURN 16.20%
3 YR 3.28%
5 YR 7.36%
10 YR 4.87%
The investment seeks total return. The fund invests in equity, debt and other securities of domestic and foreign issuers in different capitalization ranges and in developed or developing countries. Under normal market conditions, it invests at least 65% of its total assets in equity and debt securities that are expected to generate income. There is no limit on the fund's investments in foreign securities. The fund can invest up to 40% of its total assets in below-investment-grade securities, also referred to as "junk bonds." It may invest up to 25% of its total assets in the Subsidiary.
The investment seeks to maximize income while maintaining prospects for capital appreciation. Under normal circumstances, the fund invests 50-90% in debt securities and 10-50% in equity securities. The equity securities in which the fund invests are primarily income-producing and may include common stock, preferred stock, securities convertible into common stock, or securities or other instruments the price of which is linked to the value of common stock. Under normal circumstances, the Advisor intends to invest in real estate investment trusts ("REITs").
The investment seeks to maximize income while maintaining prospects for capital appreciation. The fund invests in a diversified portfolio of debt and equity securities. The equity securities in which the fund invests consist primarily of common stocks. Debt securities include all varieties of fixed, floating and variable rate instruments, including secured and unsecured bonds, bonds convertible into common stock, senior floating rate and term loans, mortgage-backed securities and other asset-backed securities, debentures, and shorter term instruments. It may invest up to 100% of its total assets in debt securities that are rated below investment grade.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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