Investment Test Drive

IBNYX Ivy Balanced Y

3 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund IBNYX Ivy Balanced Y PRWCX T. Rowe Price Capital Appreciation MAPOX Mairs & Power Balanced Inv  
100% 90% 87%
Annual Fees
(1.09% Exp. Ratio)
(0.70% Exp. Ratio)
(0.73% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.25% annual return
$25,089.27 $28,233.15 $27,978.38
Est. savings over 30 yrs +$3,143.89 +$2,889.11
As of 12/31/16
1 YR RETURN 2.01%
3 YR 2.91%
5 YR 8.42%
10 YR 6.50%
1 YR RETURN 8.22%
3 YR 8.59%
5 YR 12.45%
10 YR 7.93%
1 YR RETURN 11.42%
3 YR 5.47%
5 YR 10.38%
10 YR 6.85%
The investment seeks to provide total return through a combination of capital appreciation and current income. The fund seeks to achieve its objective by investing primarily in a mix of stocks, debt securities and short-term instruments, depending on market conditions. Regarding its equity investments, it invests primarily in medium to large, well-established companies that usually issue dividend-paying securities. The fund typically holds a limited number of stocks (generally 45 to 55). It invests a portion of its total assets in common stocks in seeking to provide possible appreciation of capital and some dividend income.
The investment seeks long-term capital appreciation. The fund normally invests at least 50% of its total assets in stocks and the remaining assets are generally invested in convertible securities, corporate and government debt (including mortgage- and asset-backed securities), and bank loans (which represent an interest in amounts owed by a borrower to a syndicate of lenders) in keeping with the fund's objective. It may also invest up to 25% of its total assets in foreign securities.
The investment seeks to provide capital growth, current income and preservation of capital. The fund emphasizes investments in U.S. common stock and other securities convertible into common stock as well as fixed income securities such as corporate bonds and United States government securities. It may invest in mortgage-backed securities. The fund may also invest in securities of foreign issuers which are listed on a United States stock exchange or are represented by American Depositary Receipts (ADRs).

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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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