Investment Test Drive

LSIUX ClearBridge International Value IS

4 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund LSIUX ClearBridge International Value IS FNDF Schwab Fundamental Intl Lg Co ETF IQDY FlexShares Intl Qual Div Dynamic ETF  
100% 91% 90%
Annual Fees
(0.86% Exp. Ratio)
(0.32% Exp. Ratio)
(0.47% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$39,930.79 $46,998.21 $44,922.15
Est. savings over 30 yrs +$7,067.42 +$4,991.36
As of 9/30/16
1 YR RETURN 6.60%
3 YR -0.47%
5 YR 7.59%
10 YR 1.81%
1 YR RETURN 8.43%
3 YR 0.23%
5 YR --
10 YR --
1 YR RETURN 12.50%
3 YR 0.16%
5 YR --
10 YR --
The investment seeks total return on its assets from growth of capital and income. The fund invests primarily in equity securities of foreign companies. Under normal circumstances, the fund invests at least 80% of its net assets in a diversified portfolio of equity securities of foreign companies. The fund may invest in equity securities of small, medium and large capitalization issuers.
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.
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Northern Trust International Quality Dividend Dynamic IndexSM. The fund will invest at least 80% of its total assets in the securities of the index and in ADRs and GDRs based on the securities in the index. The index is designed to provide exposure to a high-quality, income-oriented portfolio of international equity securities issued by non-U.S.-based companies, with an emphasis on long-term capital growth and a targeted overall volatility that is greater than that of the Northern Trust International Large Cap IndexSM.

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!