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DFALX DFA Large Cap International I

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Fund DFALX DFA Large Cap International I VTMGX Vanguard Developed Markets Idx Admiral VEA Vanguard FTSE Developed Markets ETF  
Similarity
?
100% 98% 98%
Annual Fees
?
$30.63
(0.29% Exp. Ratio)
$9.51
(0.09% Exp. Ratio)
$9.51
(0.09% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$47,281.84 $50,211.33 $50,211.33
Est. savings over 30 yrs +$2,929.48 +$2,929.48
Return
As of 10/31/16
1 YR RETURN -1.30%
3 YR -1.32%
5 YR 4.90%
10 YR 1.51%
1 YR RETURN -1.21%
3 YR -0.74%
5 YR 5.64%
10 YR 1.53%
1 YR RETURN -1.21%
3 YR -0.73%
5 YR 5.66%
10 YR --
Description
The investment seeks long-term capital appreciation. The fund will invest at least 80% of its net assets in securities of large cap companies in the particular markets in which the Portfolio invests. The Advisor determines the minimum market capitalization of a large company with respect to each country or region in which the Portfolio invests. It also may use derivatives, such as futures contracts and options on futures contracts for foreign or U.S. equity securities and indices, to adjust market exposure based on actual or expected cash inflows to or outflows from the Portfolio.
The investment seeks to track the performance of the FTSE Developed All Cap ex US Index. The fund employs an indexing investment approach designed to track the performance of the FTSE Developed All Cap ex US Index, a market-capitalization-weighted index that is made up of approximately 3,700 common stocks of large-, mid-, and small-cap companies located in Canada and the major markets of Europe and the Pacific region. The adviser attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
The investment seeks to track the performance of the FTSE Developed All Cap ex US Index. The fund employs an indexing investment approach designed to track the performance of the FTSE Developed All Cap ex US Index, a market-capitalization-weighted index that is made up of approximately 3,700 common stocks of large-, mid-, and small-cap companies located in Canada and the major markets of Europe and the Pacific region. The adviser attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the 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.

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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