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DBORX Dreyfus Balanced Opportunity I

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Fund DBORX Dreyfus Balanced Opportunity I VWELX Vanguard Wellington™ Inv  
Similarity
?
100% 86%
Annual Fees
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$99.14
(0.95% Exp. Ratio)
$27.13
(0.26% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.35% annual return
$26,961.57 $33,204.09
Est. savings over 30 yrs +$6,242.53
Return
As of 11/30/16
1 YR RETURN 6.57%
3 YR 5.93%
5 YR 10.09%
10 YR 5.41%
1 YR RETURN 7.18%
3 YR 6.62%
5 YR 10.35%
10 YR 6.78%
Description
The investment seeks high total return through a combination of capital appreciation and current income. To pursue its goal, the fund invests in a diversified mix of stocks and fixed-income securities. It selects securities that, in the portfolio managers' judgment, will result in the highest total return consistent with preservation of principal. The fund varies the mix of stocks and bonds from time to time, but normally the fund allocates between 25% and 50% of its assets to fixed-income securities.
The investment seeks to provide long-term capital appreciation and moderate current income. The fund invests 60% to 70% of its assets in dividend-paying and, to a lesser extent, non-dividend-paying common stocks of established large companies. The remaining 30% to 40% of the fund's assets are invested mainly in fixed income securities that the advisor believes will generate a moderate level of current income. These securities include investment-grade corporate bonds, with some exposure to U.S. Treasury and government agency bonds, and mortgage-backed securities.

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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.

Similarity

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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