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IACFX Invesco Greater China R5

2 lower fee alternatives found

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Fund IACFX Invesco Greater China R5 KWEB KraneShares CSI China Internet ETF MCDFX Matthews China Dividend Investor  
100% 86% 87%
Annual Fees
(1.41% Exp. Ratio)
(0.72% Exp. Ratio)
(1.19% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.61% annual return
$33,631.15 $41,458.05 $35,956.94
Est. savings over 30 yrs +$7,826.89 +$2,325.79
As of 10/31/16
1 YR RETURN 6.95%
3 YR 4.41%
5 YR 6.17%
10 YR 8.81%
1 YR RETURN 9.53%
3 YR 10.15%
5 YR --
10 YR --
1 YR RETURN 10.70%
3 YR 7.64%
5 YR 11.30%
10 YR --
The investment seeks long-term growth of capital. The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in equity or equity-related instruments issued by companies located or operating in Greater China and in other instruments that have economic characteristics similar to such securities. For this purpose, Greater China currently includes mainland China, Hong Kong, Macau and Taiwan. Up to 20% of the fund's net assets may be invested in equity and equity related instruments issued by companies or entities not meeting the above requirement or debt securities of issuers worldwide.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the CSI Overseas China Internet Index (the "underlying index"). The fund will normally invest at least 80% of its total assets in equity securities of the underlying index, or in depositary receipts representing securities of the underlying index. The underlying index is designed to measure the performance of the investable universe of publicly traded China-based companies whose primary business or businesses are in the Internet and Internet-related sectors. 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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