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MIDSX Midas

7 lower fee alternatives found

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Fund MIDSX Midas VGPMX Vanguard Precious Metals and Mining Inv BGEIX American Century Global Gold Inv  
Similarity
?
100% 87% 90%
Annual Fees
?
$422.52
(4.00% Exp. Ratio)
$36.97
(0.35% Exp. Ratio)
$71.83
(0.68% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$15,197.78 $46,554.55 $42,144.84
Est. savings over 30 yrs +$31,356.78 +$26,947.06
Return
As of 11/30/16
1 YR RETURN 49.33%
3 YR -6.95%
5 YR -23.34%
10 YR -12.18%
1 YR RETURN 49.95%
3 YR -0.83%
5 YR -14.28%
10 YR -4.91%
1 YR RETURN 52.81%
3 YR 0.00%
5 YR -16.82%
10 YR -4.62%
Description
The investment seeks primarily capital appreciation and protection against inflation and, secondarily, current income. In pursuit of its investment objectives, the fund invests at least 65% of its total assets in (i) securities (e.g., common and preferred stocks, bonds, convertible securities, etc.) of companies primarily involved, directly or indirectly, in the business of mining, processing, fabricating, distributing or otherwise dealing in gold, silver, platinum, other precious metals, or other natural resources ("Natural Resources Companies") and (ii) gold, silver, and platinum bullion and coins. The fund is non-diversified.
The investment seeks long-term capital appreciation. The fund invests at least 80% of its assets in the stocks of foreign and U.S. companies principally engaged in the exploration, mining, development, fabrication, processing, marketing, or distribution of metals or minerals. The majority of these companies will be principally engaged in activities related to gold, silver, platinum, diamonds, or other precious and rare metals or minerals. Up to 100% of the fund's assets may be invested in foreign securities. It may also invest up to 20% of its assets directly in gold, silver, or other precious metal bullion and coins. The fund is non-diversified.
The investment seeks to realize a total return (capital growth and dividends) consistent with investment in securities of companies that are engaged in mining, processing, fabricating or distributing gold or other precious metals throughout the world. The fund invests at least 80% of its net assets in companies that are engaged in mining, processing, fabricating, distributing, exploring for or otherwise dealing in gold. It is non-diversified.

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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.

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.

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