Investment Test Drive


5 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund IOBAX ICON Bond A LBIIX Thrivent Income S FCBFX Fidelity® Corporate Bond  
100% 95% 85%
Annual Fees
(1.15% Exp. Ratio)
(0.41% Exp. Ratio)
(0.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.09% annual return
$13,134.11 $16,427.54 $16,230.74
Est. savings over 30 yrs +$3,293.43 +$3,096.63
As of 9/30/16
1 YR RETURN 7.01%
3 YR 4.06%
5 YR 4.09%
10 YR 4.41%
1 YR RETURN 8.73%
3 YR 5.51%
5 YR 5.68%
10 YR 5.71%
1 YR RETURN 8.73%
3 YR 5.59%
5 YR 5.20%
10 YR --
The investment seeks maximum total return. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in a broad range of U.S. dollar-denominated bonds. These include corporate bonds, notes and debentures, as well as U.S. government and agency securities.
The investment seeks high current income while preserving principal; the fund's secondary investment objective is to obtain long-term growth of capital in order to maintain investors' purchasing power. The fund normally invests at least 65% of its assets in debt securities or preferred stock at least in the "Baa" major rating category by Moody's or at least in the "BBB" major rating category by S&P or unrated securities considered to be of comparable quality by the fund's adviser. It invests in investment-grade corporate bonds, government bonds, asset-backed securities, and mortgage-backed securities.
The investment seeks a high level of current income. The fund normally invests at least 80% of assets in investment-grade corporate bonds and other corporate debt securities and repurchase agreements for those securities. The fund manager manages the fund to have similar overall interest rate risk to the Barclays® U.S. Credit Bond Index. It invests in domestic and foreign issuers.

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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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