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FIDAX JHancock Financial Industries A

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Fund FIDAX JHancock Financial Industries A KBWP PowerShares KBW Prpty & Casualty Ins ETF KIE SPDR® S&P Insurance ETF  
100% 89% 89%
Annual Fees
(1.42% Exp. Ratio)
(0.35% Exp. Ratio)
(0.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.76% annual return
$34,971.50 $48,346.93 $48,346.93
Est. savings over 30 yrs +$13,375.43 +$13,375.43
As of 9/30/16
1 YR RETURN 1.77%
3 YR 4.06%
5 YR 16.31%
10 YR 1.98%
1 YR RETURN 12.86%
3 YR 13.70%
5 YR 20.36%
10 YR --
1 YR RETURN 11.79%
3 YR 11.21%
5 YR 20.54%
10 YR 5.12%
The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets in equity securities of U.S. and foreign financial services companies of any size. These companies include, but are not limited to, banks, thrifts, finance companies, brokerage and advisory firms, real estate related firms, insurance companies, and financial holding companies. It may invest in U.S. and foreign bonds, including up to 5% of net assets in below-investment-grade bonds rated as low as CCC by Standard & Poor's Ratings Services (S&P) or Caa by Moody's Investors Service, Inc. (Moody's) and their unrated equivalents.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the KBW Nasdaq Property & Casualty Index (the "underlying index"). The fund generally invests at least 90% of its total assets in the securities of property and casualty insurance companies that comprise the underlying index. It generally invests in all of the securities comprising the underlying index in proportion to their weightings in the underlying index. The fund is non-diversified.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of publicly traded companies in the insurance industry. In seeking to track the performance of the S&P Insurance Select Industry Index (the "index"), the fund employs a sampling strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the insurance industry group of the S&P Total Market Index ("S&P TMI"). 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.


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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