Investment Test Drive

EPIEX MainStay Epoch International Sm Cp I

2 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund EPIEX MainStay Epoch International Sm Cp I RIPNX Royce International Premier Investment PRIDX T. Rowe Price International Discovery  
100% 90% 90%
Annual Fees
(1.38% Exp. Ratio)
(1.19% Exp. Ratio)
(1.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.48% annual return
$32,685.12 $34,627.97 $34,522.99
Est. savings over 30 yrs +$1,942.86 +$1,837.88
As of 12/31/16
1 YR RETURN -4.39%
3 YR -2.56%
5 YR 7.27%
10 YR 1.90%
1 YR RETURN -0.79%
3 YR 2.07%
5 YR 9.20%
10 YR --
1 YR RETURN 0.95%
3 YR 3.37%
5 YR 11.60%
10 YR 4.99%
The investment seeks long-term capital appreciation. The fund invests in a diversified portfolio consisting mostly of equity securities of companies located outside the U.S., which may include companies in emerging markets. It will invest at least 80% of its assets (net assets plus any borrowings for investment purposes) in the equity securities of "small capitalization" companies located outside of the U.S. It may invest more than 25% of its net assets in securities of companies located in each of the United Kingdom and Japan.
The investment seeks long-term growth of capital. Normally, the fund invests at least 80% of its net assets in equity securities of such premier companies. At least 65% of these securities will be issued by companies with stock market capitalizations up to $3 billion at the time of investment. Under normal market circumstances, at least 65% of the fund's net assets will be invested in equity securities of international companies headquartered in at least three different countries.
The investment seeks long-term growth of capital through investments primarily in the common stocks of rapidly growing, small- to medium-sized companies outside the U.S. The managers expect to invest substantially all of its assets outside the U.S. and to diversify broadly among developed and emerging countries throughout the world. Normally, at least 80% of the fund's net assets (including any borrowings for investment purposes) will be invested in stocks.

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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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