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TIVRX Thornburg International Value R5

2 lower fee alternatives found

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Fund TIVRX Thornburg International Value R5 VWIGX Vanguard International Growth Inv FIGFX Fidelity® International Growth  
100% 91% 85%
Annual Fees
(0.99% Exp. Ratio)
(0.47% Exp. Ratio)
(0.97% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
$37,589.74 $43,986.33 $37,818.21
Est. savings over 30 yrs +$6,396.58 +$228.46
As of 9/30/16
1 YR RETURN 2.19%
3 YR 1.31%
5 YR 6.78%
10 YR 3.71%
1 YR RETURN 16.72%
3 YR 3.13%
5 YR 9.84%
10 YR 4.17%
1 YR RETURN 7.90%
3 YR 3.58%
5 YR 10.27%
10 YR --
The investment seeks long-term capital appreciation; current income is the secondary objective. The fund invests primarily in foreign equity securities or depository receipts of foreign equity securities. The fund may invest in developing countries, but under normal conditions those investments are expected to comprise a significantly smaller proportion of the fund than investments in developed countries.
The investment seeks to provide long-term capital appreciation. The fund invests predominantly in the stocks of companies located outside the United States and is expected to diversify its assets in countries across developed and emerging markets. In selecting stocks, the fund's advisors evaluate foreign markets around the world and choose large-, mid-, and small-capitalization companies considered to have above-average growth potential. The fund uses multiple investment advisors.
The investment seeks long-term growth of capital. The fund invests primarily in non-U.S. securities, including securities of issuers located in emerging markets. It invests primarily in common stocks. The fund invests in companies that Fidelity Management & Research Company (FMR) believes have above-average growth potential (stocks of these companies are often called "growth" stocks). It allocates investments across countries and regions. The fund 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.

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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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