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BSGCX Diamond Hill Financial Long-Short C

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Fund BSGCX Diamond Hill Financial Long-Short C FSRBX Fidelity® Select Banking FSPCX Fidelity® Select Insurance Port  
Similarity
?
100% 87% 86%
Annual Fees
?
$236.94
(2.24% Exp. Ratio)
$83.56
(0.79% Exp. Ratio)
$84.62
(0.80% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.78% annual return
$27,319.62 $42,491.53 $42,363.22
Est. savings over 30 yrs +$15,171.91 +$15,043.61
Return
As of 11/30/16
1 YR RETURN 9.68%
3 YR 5.55%
5 YR 15.47%
10 YR 1.15%
1 YR RETURN 14.35%
3 YR 9.95%
5 YR 18.06%
10 YR 2.24%
1 YR RETURN 11.87%
3 YR 10.06%
5 YR 17.73%
10 YR 4.97%
Description
The investment seeks to provide long-term capital appreciation. The fund normally invests at least 80% of its net assets in U.S. equity securities of banks, thrifts, specialty lending institutions, insurance companies, real estate investment trusts and other financial services companies that the adviser believes are undervalued. The Adviser focuses on estimating a company's value independent of its current stock price. To estimate a company's value, the Adviser concentrates on the fundamental economic drivers of the business. The fund also will sell securities short.
The investment seeks capital appreciation. The fund invests primarily in common stocks. It normally invests at least 80% of assets in securities of companies principally engaged in banking. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions to select investments.
The investment seeks capital appreciation. The fund normally invests at least 80% of assets in securities of companies principally engaged in underwriting, reinsuring, selling, distributing, or placing of property and casualty, life, or health insurance. It invests in domestic and foreign issuers. The fund invests primarily in common stocks. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions to select investments. The fund is non-diversified.

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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.

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.

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