Investment Test Drive

COBVX Columbia Overseas Value B

5 lower fee alternatives found

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Fund COBVX Columbia Overseas Value B FGD First Trust Dow Jones Global Sel Div ETF FIENX Fidelity® International Enhanced Index  
Similarity
?
100% 89% 89%
Annual Fees
?
$226.02
(2.14% Exp. Ratio)
$61.26
(0.58% Exp. Ratio)
$66.54
(0.63% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$26,914.49 $43,255.62 $42,607.74
Est. savings over 30 yrs +$16,341.13 +$15,693.25
Return
As of 11/30/16
1 YR RETURN -3.59%
3 YR -1.48%
5 YR 5.33%
10 YR --
1 YR RETURN 6.40%
3 YR -0.43%
5 YR 5.46%
10 YR --
1 YR RETURN -2.76%
3 YR -0.58%
5 YR 6.87%
10 YR --
Description
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of total assets (including the amount of any borrowings for investment purposes) in equity securities of foreign companies that have market capitalizations of more than $1 billion at the time of purchase. It typically invests in foreign companies in at least three countries, other than the United States, at any one time and may invest in emerging markets. The fund may invest directly in foreign securities or indirectly through closed-end investment companies and depositary receipts.
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the Dow Jones Global Select Dividend Index(SM). The fund will normally invest at least 90% of its net assets (plus the amount of any borrowings for investment purposes) in common stocks or in depositary receipts representing securities in the index. The index is an indicated annual dividend yield weighted index of 100 stocks selected from the developed-market portion of the Dow Jones World IndexSM.
The investment seeks capital appreciation. The fund normally invests at least 80% of assets in common stocks included in the MSCI EAFE Index, which is a market capitalization-weighted index that is designed to measure the investable equity market performance for global investors in developed markets, excluding the U.S. & Canada.

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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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