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JFEAX JPMorgan International Val A

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Fund JFEAX JPMorgan International Val A ADRD BLDRS Developed Markets 100 ADR ETF FNDF Schwab Fundamental Intl Lg Co ETF  
100% 90% 91%
Annual Fees
(1.35% Exp. Ratio)
(0.30% Exp. Ratio)
(0.32% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$34,473.14 $47,361.22 $47,077.02
Est. savings over 30 yrs +$12,888.08 +$12,603.89
As of 9/30/16
1 YR RETURN 0.71%
3 YR -3.49%
5 YR 4.82%
10 YR 0.23%
1 YR RETURN 1.29%
3 YR -1.18%
5 YR 6.67%
10 YR 0.94%
1 YR RETURN 8.43%
3 YR 0.23%
5 YR --
10 YR --
The investment seeks to provide high total return from a portfolio of foreign company equity securities. The fund invests primarily in equity securities from developed countries included in the Morgan Stanley Capital International (MSCI) Europe, Australasia and Far East (EAFE) Value Index (net of foreign withholding taxes). It typically does not invest in U.S. companies. The fund's sector weightings generally approximate those of the MSCI EAFE Value Index. In choosing securities, the fund emphasizes those that are ranked as undervalued according to the proprietary research of the adviser while underweighting or avoiding those that appear overvalued.
The investment seeks to provide investment results that correspond generally, before fees and expenses, to the price and yield performance of the Bank of New York Developed Markets 100 ADR Index. The fund typically invests substantially all of its assets in the securities that make up the index.The index is intended to give investors a benchmark for tracking the price and yield performance of Developed Markets Depositary Receipts. the fund is non-diversified.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Russell Fundamental Developed ex-U.S. Large Company Index. The fund will invest at least 90% of its net assets in stocks included in the index, including depositary receipts representing securities of the index; which may be in the form of American Depositary receipts, Global Depositary receipts and European Depositary receipts. The index measures the performance of the large company size segment by fundamental overall company scores, which are created using as the universe the companies included in the Russell Developed ex-U.S. Index.

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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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