Investment Test Drive

SIBAX Sit Balanced

6 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund SIBAX Sit Balanced VBIAX Vanguard Balanced Index Adm VBINX Vanguard Balanced Index Inv  
Similarity
?
100% 92% 92%
Annual Fees
?
$106.44
(1.02% Exp. Ratio)
$8.35
(0.08% Exp. Ratio)
$22.96
(0.22% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.35% annual return
$26,408.66 $35,066.77 $33,622.34
Est. savings over 30 yrs +$8,658.10 +$7,213.68
Return
As of 11/30/16
1 YR RETURN 2.62%
3 YR 5.59%
5 YR 8.50%
10 YR 5.39%
1 YR RETURN 5.99%
3 YR 6.38%
5 YR 9.57%
10 YR 6.33%
1 YR RETURN 5.82%
3 YR 6.22%
5 YR 9.41%
10 YR 6.19%
Description
The investment seeks long-term capital growth consistent with preservation of principal and seeks to provide shareholders with regular income. The fund invests between 35% and 65% of its assets in common stocks and between 35% and 65% in fixed-income securities. The equity portion of the fund's portfolio is invested primarily in the common stocks of growth companies with a capitalization of $5 billion or more. The fixed-income portion of the fund's portfolio is invested primarily in a diversified portfolio of debt securities. The adviser seeks to maintain an average effective duration for the fixed-income portion of the fund's portfolio of 3 to 7 years.
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.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.

+

Your Feedback has been sent successfully!