Investment Test Drive

IDJAX Voya Euro STOXX 50® Index Port A

9 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 IDJAX Voya Euro STOXX 50® Index Port A VGK Vanguard FTSE Europe ETF VEUSX Vanguard European Stock Index Adm  
Similarity
?
100% 92% 92%
Annual Fees
?
$99.38
(0.94% Exp. Ratio)
$12.69
(0.12% Exp. Ratio)
$12.69
(0.12% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$40,031.67 $51,263.71 $51,263.71
Est. savings over 30 yrs +$11,232.04 +$11,232.04
Return
As of 11/30/16
1 YR RETURN -10.38%
3 YR -6.12%
5 YR 3.28%
10 YR --
1 YR RETURN -7.38%
3 YR -3.70%
5 YR 5.18%
10 YR 0.45%
1 YR RETURN -7.45%
3 YR -3.71%
5 YR 5.17%
10 YR 0.44%
Description
The investment seeks investment results (before fees and expenses) that correspond to the total return (which includes capital appreciation and income) of the EURO STOXX 50® Index. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of companies, which are at the time of purchase, included in the index; convertible securities that are convertible into stocks included in the index; other derivatives whose economic returns are, by design, closely equivalent to the returns of the index or its components; and exchange-traded funds.
The investment seeks to track the performance of a benchmark index that measures the investment return of stocks issued by companies located in the major markets of Europe. The fund employs an indexing investment approach by investing all, or substantially all, of its assets in the common stocks included in the FTSE Developed Europe All Cap Index. The FTSE Developed Europe All Cap Index is a market-capitalization-weighted index that is made up of approximately 1,229 common stocks of large-, mid-, and small-cap companies located in 16 European countries-mostly companies in the United Kingdom, France, Switzerland, and Germany.
The investment seeks to track the performance of a benchmark index that measures the investment return of stocks issued by companies located in the major markets of Europe. The fund employs an indexing investment approach by investing all, or substantially all, of its assets in the common stocks included in the FTSE Developed Europe All Cap Index. The FTSE Developed Europe All Cap Index is a market-capitalization-weighted index that is made up of approximately 1,229 common stocks of large-, mid-, and small-cap companies located in 16 European countries-mostly companies in the United Kingdom, France, Switzerland, and Germany.

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!