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SBALX Victory Strategic Allocation A

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Fund SBALX Victory Strategic Allocation A VGSTX Vanguard STAR Inv RPBAX T. Rowe Price Balanced  
100% 85% 87%
Annual Fees
(1.15% Exp. Ratio)
(0.34% Exp. Ratio)
(0.64% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.18% annual return
$24,179.29 $30,886.58 $28,215.70
Est. savings over 30 yrs +$6,707.29 +$4,036.41
As of 9/30/16
1 YR RETURN 5.60%
3 YR 5.26%
5 YR 10.25%
10 YR 5.17%
1 YR RETURN 10.84%
3 YR 6.72%
5 YR 10.43%
10 YR 6.15%
1 YR RETURN 9.92%
3 YR 6.34%
5 YR 10.46%
10 YR 6.13%
The investment seeks to provide income and long-term growth of capital. The fund is a "fund of funds", which means it pursues its investment objective by investing primarily in other investment companies ("underlying funds"). It will typically invest in affiliated underlying funds advised by the Adviser ("Victory Funds"). The fund will invest at least 40% of its net assets in underlying funds that will provide the fund with exposure to equity securities and at least 30% of its net assets in underlying funds that will provide the fund with exposure to fixed income securities.
The investment seeks long-term capital appreciation and income. As a "fund of funds," the fund invests in a diversified portfolio of other Vanguard mutual funds, rather than in individual securities. It follows a balanced investment approach by placing 60% to 70% of its assets in common stocks through eight stock funds; 20% to 30% of its assets in bonds through two bond funds; and 10% to 20% of its assets in short-term investments through a short-term bond fund. Through the underlying funds, the fund owns a diversified mix of stocks and bonds.
The investment seeks to provide capital growth, current income, and preservation of capital. The fund normally invests approximately 65% of its total assets in common stocks and 35% in fixed income securities. It will invest at least 25% of its total assets in fixed income senior securities and may invest up to 35% of its total assets in foreign 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.


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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