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RCHYX Victory Sophus China Y

2 lower fee alternatives found

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Fund RCHYX Victory Sophus China Y KWEB KraneShares CSI China Internet ETF MCDFX Matthews China Dividend Investor  
100% 87% 86%
Annual Fees
(1.49% Exp. Ratio)
(0.72% Exp. Ratio)
(1.19% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.79% annual return
$34,461.12 $43,528.41 $37,752.59
Est. savings over 30 yrs +$9,067.30 +$3,291.47
As of 9/30/16
1 YR RETURN 12.62%
3 YR 6.14%
5 YR 11.00%
10 YR --
1 YR RETURN 37.96%
3 YR 11.40%
5 YR --
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 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. It may invest in companies of any size.
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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