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FBPEX FBP Equity & Dividend Plus Fund

15 lower fee alternatives found

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Fund FBPEX FBP Equity & Dividend Plus Fund SPYV SPDR Portfolio S&P 500 Value ETF SCHV Schwab US Large-Cap Value ETF  
100% 96% 96%
Annual Fees
(1.25% Exp. Ratio)
(0.04% Exp. Ratio)
(0.04% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$36,365.72 $52,404.25 $52,404.25
Est. savings over 30 yrs +$16,038.53 +$16,038.53
As of 2/28/18
1 YR RETURN 8.70%
3 YR 6.98%
5 YR 9.57%
10 YR 5.18%
1 YR RETURN 9.10%
3 YR 8.67%
5 YR 12.08%
10 YR 7.65%
1 YR RETURN 11.04%
3 YR 9.89%
5 YR 12.46%
10 YR --
The Fund seeks long-term growth of capital, with current income as a secondary objective, by investing in a diversified portfolio comprised primarily of equity securities.
The Fund seeks to approximate the investment results, before expenses, of the Dow Jones Large Cap Value Index. When possible will generally invest in component stocks of the Index in proportion to their Index weightings.
The Fund seeks to track as closely as possible the total return of the Dow Jones U.S. Large Cap Value Total Stock Market Index. Under normal circumstances, the Fund will invest at least 90% of its net assets in stocks that are included in the underlying index.

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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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