Investment Test Drive

DIVRX Delaware Intl Value Equity R

2 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund DIVRX Delaware Intl Value Equity R SIDVX Hartford Schroders Intl Multi-Cp Val A QFVOX Pear Tree Polaris Foreign Value Ord  
100% 88% 90%
Annual Fees
(1.61% Exp. Ratio)
(1.15% Exp. Ratio)
(1.53% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$31,851.80 $36,635.77 $32,637.98
Est. savings over 30 yrs +$4,783.97 +$786.18
As of 9/30/16
1 YR RETURN 8.81%
3 YR 0.54%
5 YR 6.97%
10 YR 1.18%
1 YR RETURN 11.61%
3 YR 1.50%
5 YR 7.57%
10 YR 4.09%
1 YR RETURN 8.97%
3 YR 2.79%
5 YR 9.89%
10 YR 3.09%
The investment seeks long-term growth without undue risk to principal. The fund invests primarily in equity securities that provide the potential for capital appreciation. Under normal circumstances, the fund will invest at least 65% of its total assets in equity securities of issuers that are organized, have a majority of their assets, or generate the majority of their operating income outside the United States. The fund may invest more than 25% of its total assets in the securities of issuers located in the same country. The fund may invest up to 15% of its total assets in emerging markets securities.
The investment seeks long-term capital appreciation. The fund normally invests at least 65% of its total assets in a diversified portfolio of equity securities of companies located outside of the United States that the fund's sub-adviser considers to offer attractive valuations. It invests in a variety of countries throughout the world including emerging market countries and may, from time to time, invest more than 25% of its assets in any one country or group of countries. It may invest in companies of any size market capitalization.
The investment seeks long-term growth of capital and income. Under normal market conditions, the fund invests at least 80 percent of its net assets (plus borrowings for investment purposes) in equity securities, warrants, and rights derivative of or convertible into common stocks, in each case issued by foreign markets issuers. It defines a foreign markets issuer to be an issuer that derives at least 50 percent of its gross revenues or profits from goods or services produced in non-U.S. markets or from sales made in non-U.S. markets. The fund generally will be invested in issuers in ten or more foreign countries. It is non-diversified.

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!