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FCWRX Templeton China World R6

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Fund FCWRX Templeton China World R6 GXC SPDR® S&P China ETF MCDFX Matthews China Dividend Investor  
100% 89% 87%
Annual Fees
(1.37% Exp. Ratio)
(0.59% Exp. Ratio)
(1.19% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.79% annual return
$35,740.95 $45,268.63 $37,750.45
Est. savings over 30 yrs +$9,527.68 +$2,009.50
As of 9/30/16
1 YR RETURN 17.47%
3 YR -0.18%
5 YR 3.85%
10 YR 6.27%
1 YR RETURN 17.84%
3 YR 4.17%
5 YR 8.81%
10 YR --
1 YR RETURN 20.06%
3 YR 8.96%
5 YR 13.01%
10 YR --
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets in securities of "China companies." It also invests in American, Global and European Depositary Receipts. China companies may be any size across the entire market capitalization spectrum. In addition to the fund's main investments, the fund may invest up to 20% of its net assets in securities that do not qualify as China company securities, but whose issuers, in the judgment of the investment manager, are expected to benefit from developments in the economy of China, Hong Kong or Taiwan. It is non-diversified.
The investment seeks investment results that, before fees and expenses, correspond generally to the total return performance of the S&P China BMI Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in American Depositary Receipts ("ADRs") or Global Depositary Receipts ("GDRs") based on securities comprising the index. The index is a market capitalization weighted index designed to define and measure the investable universe of publicly traded companies domiciled in China available to foreign investors. The fund is non-diversified.
The investment seeks total return with an emphasis on providing current income. Under normal market conditions, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, in dividend-paying equity securities of companies located in China. It may also invest in convertible debt and equity securities. China also includes its administrative and other districts, such as Hong Kong.

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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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