Investment Test Drive

BEMCX Brandes Emerging Markets Value C

1 lower fee alternative found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ?
Fund BEMCX Brandes Emerging Markets Value C FNDE Schwab Fundamental Emerg Mkts Lg Co ETF  
Similarity
?
100% 87%
Annual Fees
?
$223.78
(2.12% Exp. Ratio)
$49.61
(0.47% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
$26,622.25 $43,958.83
Est. savings over 30 yrs +$17,336.58
Return
As of 11/30/16
1 YR RETURN 17.73%
3 YR -4.26%
5 YR 0.81%
10 YR 3.34%
1 YR RETURN 24.83%
3 YR -2.64%
5 YR --
10 YR --
Description
The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) measured at the time of purchase in equity securities of companies located or active mainly in emerging markets. It generally invests in equity securities of companies that have market capitalizations (market value of publically traded securities) greater than $3 billion.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Russell RAFI Emerging Markets Large Company Index. The fund will invest at least 80% of its net assets in stocks included in the index, including depositary receipts representing securities of the index; which may be in the form of American Depositary receipts, Global Depositary receipts and European Depositary receipts. The index measures the performance of the large company size segment by fundamental overall company scores, which are created using as the universe the companies included in the Russell Emerging Markets Index.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.

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.

+

Your Feedback has been sent successfully!