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BDCCX AR Capital BDC Income C

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Fund BDCCX AR Capital BDC Income C BIZD VanEck Vectors BDC Income ETF  
100% 87%
Annual Fees
(10.05% Exp. Ratio)
(9.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.76% annual return
$2,239.67 $2,969.78
Est. savings over 30 yrs +$730.11
As of 9/30/16
1 YR RETURN 15.15%
3 YR --
5 YR --
10 YR --
1 YR RETURN 24.20%
3 YR 3.40%
5 YR --
10 YR --
The investment seeks to provide a high level of income with the potential for capital appreciation. The fund invests substantially all (and under normal market conditions, at least 80%) of its net assets (plus any borrowings for investment purposes) in common stocks and other equity securities of business development companies ("BDCs") that are traded on one or more nationally recognized securities exchanges. It may invest up to 20% of its net assets in debt securities of BDCs and other issuers of any maturity, duration or credit rating. The fund may invest up to 15% of its net assets in illiquid securities. It is non-diversified.
The investment seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the MVISä US Business Development Companies Index. The fund normally invests at least 80% of its total assets in securities that comprise the fund's benchmark index. The index is comprised of BDCs. BDCs are vehicles whose principal business is to invest in, lend capital to or provide services to privately-held companies or thinly traded U.S. public 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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