Investment Test Drive

CALEX Cutler Equity Fund

10 lower fee alternatives found

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Fund CALEX Cutler Equity Fund SCHD Schwab US Dividend Equity ETF DGRO iShares Core Dividend Growth ETF  
100% 95% 95%
Annual Fees
(1.14% Exp. Ratio)
(0.07% Exp. Ratio)
(0.08% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.65% annual return
$36,867.32 $50,921.36 $50,768.71
Est. savings over 30 yrs +$14,054.04 +$13,901.39
As of 2/28/18
1 YR RETURN 14.22%
3 YR 8.84%
5 YR 11.23%
10 YR 8.74%
1 YR RETURN 15.86%
3 YR 10.74%
5 YR 13.74%
10 YR --
1 YR RETURN 16.94%
3 YR 11.83%
5 YR --
10 YR --
The Fund seeks long-term capital appreciation and current income by investing in dividend-paying equity securities.
The Fund seeks to track the total return of the Dow Jones U.S. Dividend 100 Index. The Index is designed to measure the stock performance of high dividend yielding U.S. companies with a record of consistently paying dividends, selected for fundamental strength relative to their peers, based on financial ratios.
The Fund seeks to track the investment results of an index composed of U.S. equities with a history of consistently growing dividends. The Underlying Index may include large-, mid- or small-capitalization companies, and components primarily include consumer staples, industrials and information technology companies.

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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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