Investment Test Drive


6 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund IOBCX ICON Bond C VFICX Vanguard Interm-Term Invmt-Grade Inv LBIIX Thrivent Income S  
100% 87% 95%
Annual Fees
(1.75% Exp. Ratio)
(0.20% Exp. Ratio)
(0.41% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.09% annual return
$10,940.87 $17,498.11 $16,426.57
Est. savings over 30 yrs +$6,557.25 +$5,485.70
As of 9/30/16
1 YR RETURN 6.39%
3 YR 3.41%
5 YR 3.46%
10 YR 4.02%
1 YR RETURN 6.80%
3 YR 4.94%
5 YR 4.74%
10 YR 5.75%
1 YR RETURN 8.73%
3 YR 5.51%
5 YR 5.68%
10 YR 5.71%
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 to provide a moderate and sustainable level of current income. The fund invests in a variety of high-quality and, to a lesser extent, medium-quality fixed income securities, at least 80% of which will be short- and intermediate-term investment-grade securities. High-quality fixed income securities are those rated the equivalent of A3 or better; medium-quality fixed income securities are those rated the equivalent of Baa1, Baa2, or Baa3. It is expected to maintain a dollar-weighted average maturity of 5 to 10 years.
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.

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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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