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PIECX Pacific Advisors Income & Equity C

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Fund PIECX Pacific Advisors Income & Equity C FISRX Franklin Income R  
100% 87%
Annual Fees
(2.70% Exp. Ratio)
(0.96% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.51% annual return
$12,401.05 $21,105.34
Est. savings over 30 yrs +$8,704.29
As of 12/31/16
1 YR RETURN 6.27%
3 YR 2.76%
5 YR 5.25%
10 YR 2.84%
1 YR RETURN 16.20%
3 YR 3.28%
5 YR 7.36%
10 YR 4.87%
The investment seeks current income and, secondarily, long-term capital appreciation. The fund invests primarily in investment grade U.S. corporate bonds and in dividend-paying stocks. It Invests in U.S. government securities and high-quality money market securities. The fund invests a higher proportion of its assets in stocks when the economic outlook is favorable.
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

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