Investment Test Drive

IMIOX VY® T. Rowe Price International Stock A

6 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund IMIOX VY® T. Rowe Price International Stock A PRITX T. Rowe Price International Stock PAITX T. Rowe Price International Stock Adv  
Similarity
?
100% 98% 98%
Annual Fees
?
$142.50
(1.35% Exp. Ratio)
$87.61
(0.83% Exp. Ratio)
$115.05
(1.09% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.55% annual return
$33,652.53 $39,401.66 $36,417.59
Est. savings over 30 yrs +$5,749.12 +$2,765.05
Return
As of 11/30/16
1 YR RETURN -1.54%
3 YR -0.25%
5 YR 4.85%
10 YR 1.20%
1 YR RETURN -0.88%
3 YR 0.31%
5 YR 5.41%
10 YR 2.31%
1 YR RETURN -1.02%
3 YR 0.18%
5 YR 5.22%
10 YR 2.12%
Description
The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in stocks. Its sub-advisor expects to invest substantially all of its assets in stocks outside the United States and to diversify broadly among developed and emerging countries throughout the world. The fund may invest in companies of any market capitalization, but focuses on large-sized companies and, to a lesser extent, medium-sized companies. It may also invest in other investment companies, including exchange-traded funds.
The investment seeks long-term growth of capital through investments primarily in the common stocks of established, non-U.S. companies. The managers expect to invest substantially all of its assets in stocks outside the U.S. and to diversify broadly among developed and emerging countries throughout the world. It normally invests in at least five countries. The fund may purchase the stocks of companies of any size, but its focus will typically be on large-sized companies. Normally, at least 80% of the fund's net assets (including any borrowings for investment purposes) will be invested in stocks.
The investment seeks long-term growth of capital through investments primarily in the common stocks of established, non-U.S. companies. The managers expect to invest substantially all of its assets in stocks outside the U.S. and to diversify broadly among developed and emerging countries throughout the world. It normally invests in at least five countries. The fund may purchase the stocks of companies of any size, but its focus will typically be on large-sized companies. Normally, at least 80% of the fund's net assets (including any borrowings for investment purposes) will be invested in stocks.

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.

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.

+

Your Feedback has been sent successfully!