Investment Test Drive

QIVNX Oppenheimer International Value R

5 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund QIVNX Oppenheimer International Value R EFAV iShares Edge MSCI Min Vol EAFE MDITX MFS Intl Diversification R4  
100% 85% 86%
Annual Fees
(1.56% Exp. Ratio)
(0.20% Exp. Ratio)
(0.93% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.60% annual return
$32,034.72 $48,349.17 $38,791.59
Est. savings over 30 yrs +$16,314.45 +$6,756.88
As of 9/30/16
1 YR RETURN 11.04%
3 YR 0.65%
5 YR 8.13%
10 YR 1.05%
1 YR RETURN 11.32%
3 YR 6.60%
5 YR --
10 YR --
1 YR RETURN 11.49%
3 YR 2.40%
5 YR 8.48%
10 YR 4.08%
The investment seeks capital appreciation. The fund invests mainly in common stock of companies that the portfolio manager believes are undervalued and that are either domiciled or have their primary operations outside the United States. It normally will invest at least 80% of its net assets, plus borrowings for investment purposes, in common and preferred stocks of issuers in at least five different countries outside the United States and may invest 100% of its assets in foreign companies. The fund may invest up to 10% of its net assets in fixed-income or convertible securities.
The investment seeks the investment results of the MSCI EAFE Minimum Volatility (USD) Index composed of developed market equities that, in the aggregate, have lower volatility characteristics relative to the broader developed equity markets, excluding the U.S. and Canada. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index measures the performance of international equity securities that in the aggregate have lower relative volatility.
The investment seeks capital appreciation. The fund is designed to provide diversification within the international asset class by investing the majority of its assets in other mutual funds advised by the adviser, referred to as underlying funds. The adviser seeks to diversify the fund's investments in terms of market capitalization (by including large, mid, and/or small cap underlying funds), by style (by including both growth and value underlying funds), and by geographic region (by including developed and emerging market underlying funds).

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.


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!