Investment Test Drive

PSBFX Principal SAM Balanced R5

11 lower fee alternatives found

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Fund PSBFX Principal SAM Balanced R5 VBIAX Vanguard Balanced Index Adm VBINX Vanguard Balanced Index Inv  
Similarity
?
100% 86% 86%
Annual Fees
?
$132.34
(1.27% Exp. Ratio)
$8.34
(0.08% Exp. Ratio)
$22.92
(0.22% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.20% annual return
$23,444.63 $33,584.74 $32,201.36
Est. savings over 30 yrs +$10,140.11 +$8,756.73
Return
As of 10/31/16
1 YR RETURN 2.87%
3 YR 4.16%
5 YR 7.68%
10 YR 5.31%
1 YR RETURN 4.48%
3 YR 6.35%
5 YR 9.15%
10 YR 6.34%
1 YR RETURN 4.39%
3 YR 6.22%
5 YR 9.00%
10 YR 6.21%
Description
The investment seeks to provide as high a level of total return (consisting of reinvested income and capital appreciation) as is consistent with reasonable risk. The fund operates as a fund of funds. It generally invests: between 20% and 60% of its assets in fixed-income funds, and less than 40% in any one fixed-income fund; between 40% and 80% of its assets in equity funds that invest in small, medium, and large market capitalization companies, and less than 30% in any one equity fund; and less than 20% of its assets in specialty funds, and less than 20% in any one specialty fund.
The investment seeks to track the performance of a benchmark index that measures the investment return of the overall U.S. stock market. The fund employs an indexing investment approach designed to track the performance of two benchmark indexes. With approximately 60% of its assets, the fund seeks to track the investment performance of the CRSP U.S. Total Market Index. With approximately 40% of its assets, the fund seeks to track the investment performance of the Barclays U.S. Aggregate Float Adjusted Index.
The investment seeks to track the performance of a benchmark index that measures the investment return of the overall U.S. stock market. The fund employs an indexing investment approach designed to track the performance of two benchmark indexes. With approximately 60% of its assets, the fund seeks to track the investment performance of the CRSP U.S. Total Market Index. With approximately 40% of its assets, the fund seeks to track the investment performance of the Barclays U.S. Aggregate Float Adjusted Index.

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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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