Investment Test Drive

SGDAX Deutsche Gold & Precious Metals A

4 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund SGDAX Deutsche Gold & Precious Metals A VGPMX Vanguard Precious Metals and Mining Inv BGEIX American Century Global Gold Inv  
Similarity
?
100% 88% 91%
Annual Fees
?
$133.09
(1.26% 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
$35,353.85 $46,554.55 $42,144.84
Est. savings over 30 yrs +$11,200.70 +$6,790.99
Return
As of 11/30/16
1 YR RETURN 47.33%
3 YR -3.52%
5 YR -18.16%
10 YR -6.33%
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 maximum return (principal change and income). The fund invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in common stocks and other equities of U.S. and foreign companies engaged in activities related to gold, silver, platinum or other precious metals, and in gold coin and bullion directly. It may invest up to 20% of net assets in high-quality debt securities of companies in precious metals and minerals operations and in debt securities whose return is linked to precious metals prices. The fund may invest in securities of foreign issuers. It 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.

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!