Investment Test Drive

FBMCX Franklin Balanced C

3 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund FBMCX Franklin Balanced C VWELX Vanguard Wellington™ Inv MSMSX Manning & Napier Strategic Inc Modrt S  
Similarity
?
100% 89% 87%
Annual Fees
?
$185.48
(1.78% Exp. Ratio)
$27.09
(0.26% Exp. Ratio)
$96.91
(0.93% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.20% annual return
$20,070.91 $31,816.33 $25,991.67
Est. savings over 30 yrs +$11,745.42 +$5,920.75
Return
As of 10/31/16
1 YR RETURN 4.73%
3 YR 4.11%
5 YR 6.91%
10 YR 4.62%
1 YR RETURN 4.94%
3 YR 6.52%
5 YR 9.72%
10 YR 6.73%
1 YR RETURN 5.37%
3 YR 4.44%
5 YR --
10 YR --
Description
The investment seeks both income and capital appreciation. The fund invests in a diversified portfolio of stocks (substantially dividend paying), convertible securities and debt securities. It normally invests at least 25% of its total assets in debt securities, including bonds, notes, debentures and money market securities. In addition, the fund normally invests at least 25% of its total assets in equity securities, primarily common and preferred stock.
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.
The investment seeks to manage against capital risk while generating income and pursuing long-term capital growth. The fund is designed to generate income, pursue capital growth in order to provide purchasing power protection, and to manage risk. It may invest in a combination of the Core Bond Series, Disciplined Value Series, Emerging Markets Series, Equity Income Series, Global Fixed Income Series, High Yield Bond Series, Real Estate Series, and Unconstrained Bond Series, as well as other Series of the fund.

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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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