Investment Test Drive


3 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund PBBBX PIA BBB Bond LWC SPDR® Barclays Long Term Corp Bd ETF VLTCX Vanguard Long-Term Corp Bond Idx Admiral  
100% 97% 95%
Annual Fees
(0.15% Exp. Ratio)
(0.12% Exp. Ratio)
(0.10% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.09% annual return
$17,763.03 $17,923.84 $18,031.82
Est. savings over 30 yrs +$160.81 +$268.79
As of 9/30/16
1 YR RETURN 9.58%
3 YR 5.63%
5 YR 5.18%
10 YR 6.27%
1 YR RETURN 15.96%
3 YR 9.60%
5 YR 6.99%
10 YR --
1 YR RETURN 15.92%
3 YR 9.74%
5 YR 7.37%
10 YR --
The investment seeks to provide a total rate of return that approximates that of bonds rated within the BBB category by Standard & Poor's Ratings Services ("Standard & Poor's"), the Baa category by Moody's Investors Services ("Moody's") or the BBB category by Fitch Ratings, Inc. ("Fitch"). The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in bonds rated BBB by Standard & Poor's, Baa by Moody's or BBB by Fitch. It may invest up to 50% of its total assets in securities of foreign issuers denominated in U.S. dollars, including issuers located in emerging markets.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Barclays U.S. Long Term Corporate Bond Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in securities that the Adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. The index is designed to measure the performance of U.S. corporate bonds that have a maturity of greater than or equal to 10 years. The fund is non-diversified.
The investment seeks to track the performance of a market-weighted corporate bond index with a long-term dollar-weighted average maturity. The fund employs an indexing investment approach designed to track the performance of the Barclays U.S. 10+ Year Corporate Bond Index. This index includes U.S. dollar-denominated, investment-grade, fixed-rate, taxable securities issued by industrial, utility, and financial companies, with maturities greater than 10 years. Under normal circumstances, at least 80% of the fund's assets will be invested in bonds included in the index.

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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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