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GARBX Guinness Atkinson Renminbi Yuan & Bond

1 lower fee alternative found

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Fund GARBX Guinness Atkinson Renminbi Yuan & Bond DSUM PowerShares Chinese Yuan Dim Sum Bd ETF  
100% 87%
Annual Fees
(0.90% Exp. Ratio)
(0.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.97% annual return
$13,707.47 $15,703.10
Est. savings over 30 yrs +$1,995.64
As of 9/30/16
1 YR RETURN -0.59%
3 YR -0.30%
5 YR 1.48%
10 YR --
1 YR RETURN 1.03%
3 YR 0.74%
5 YR 3.10%
10 YR --
The investment seeks total return. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in Renminbi Yuan-denominated debt instruments that are issued by corporations and by the Chinese government. It may, when desirable, invest up to 20% of its net assets in convertible securities of companies connected to the China region. The fund also may invest in derivative instruments, commercial paper, convertible securities and equity-linked notes, denominated in RMB or Yuan or other currencies. It is non-diversified.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Citi Custom Dim Sum (Offshore CNY) Bond Index (the "underlying index"). The fund generally invests at least 80% of its total assets in Chinese Renminbi ("RMB")-denominated bonds that comprise the underlying index. The underlying index measures the performance of RMB-denominated "Dim Sum" bonds that are issued and settled outside of mainland China. Dim Sum bonds are RMB-denominated and generally are issued in Hong Kong by a variety of entities ranging from governments to corporations.

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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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