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RCHYX Victory Sophus China Y

2 lower fee alternatives found

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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund RCHYX Victory Sophus China Y CQQQ Guggenheim China Technology ETF MCDFX Matthews China Dividend Investor  
Similarity
?
100% 85% 87%
Annual Fees
?
$157.61
(1.49% Exp. Ratio)
$74.04
(0.70% Exp. Ratio)
$125.87
(1.19% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.78% annual return
$34,357.67 $43,660.80 $37,639.27
Est. savings over 30 yrs +$9,303.12 +$3,281.59
Return
As of 11/30/16
1 YR RETURN 3.57%
3 YR 1.93%
5 YR 8.12%
10 YR --
1 YR RETURN 4.16%
3 YR 5.09%
5 YR 13.72%
10 YR --
1 YR RETURN 11.26%
3 YR 6.29%
5 YR 11.57%
10 YR --
Description
The investment seeks to provide long-term capital appreciation. The fund invests, under normal circumstances, at least 80% of the fund's net assets in common stocks, preferred stocks, and other securities convertible into common or preferred stock of Chinese companies. Because the fund focuses its investments in Chinese companies, the values of its shares will be more greatly affected by economic, financial, political, and other factors affecting China or Hong Kong than mutual funds that invest more broadly. The fund may invest in companies of any size.
The investment seeks investment results that correspond generally to the performance, before the fund's fees and expenses, of an equity index called the AlphaShares China Technology Index. The fund will invest at least 80% of its total assets in common stock, ADRs, ADSs, GDRs and IDRs that comprise the index and depositary receipts or shares representing common stocks included in the index. The index is designed to measure and monitor the performance of the universe of publicly-traded companies which are based in mainland China, Hong Kong or Macau, are in the Information Technology Sector. It 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.

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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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