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SOR Source Capital Inc

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Fund SOR Source Capital Inc SCHX Schwab US Large-Cap ETF VTSAX Vanguard Total Stock Market Index Fund Admiral  
100% 85% 85%
Annual Fees
(0.91% Exp. Ratio)
(0.03% Exp. Ratio)
(0.04% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$40,315.67 $52,561.75 $52,404.25
Est. savings over 30 yrs +$12,246.08 +$12,088.57
As of 2/28/18
1 YR RETURN 11.42%
3 YR 7.70%
5 YR 11.91%
10 YR 9.87%
1 YR RETURN 16.96%
3 YR 10.86%
5 YR 14.54%
10 YR --
1 YR RETURN 16.24%
3 YR 10.56%
5 YR 14.35%
10 YR 9.89%
The Fund seeks capital appreciation for holders of its common stock consistent with sufficient current income to meet the dividend requirements on its preferred stock.
The Fund seeks exposure to large-cap U.S. companies. It seeks investment results that track the performance, before fees and expense, of the Dow Jones U.S. Large-Cap Total Stock Market Index made up of approximately the largest 750 U.S. stocks.
The Fund seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. The Fund employs a "passive management" approach designed to track the performance of the CRSP US Total Market 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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