Investment Test Drive

BGBRX BlackRock US Government Bond R

1 lower fee alternative found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund BGBRX BlackRock US Government Bond R TBFIX Thrivent Government Bond S  
100% 85%
Annual Fees
(0.95% Exp. Ratio)
(0.57% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.07% annual return
$13,877.45 $15,566.77
Est. savings over 30 yrs +$1,689.32
As of 9/30/16
1 YR RETURN 3.05%
3 YR 2.67%
5 YR 1.67%
10 YR 3.58%
1 YR RETURN 3.91%
3 YR 3.30%
5 YR 2.16%
10 YR --
The investment seeks to maximize total return, consistent with income generation and prudent investment management. Under normal circumstances, the fund invests at least 80% of its assets in bonds that are issued or guaranteed by the U.S. government and its agencies. It invests primarily in the highest rated government and agency bonds and maintains an average portfolio duration that is within ±20% of the Barclays U.S. Government/Mortgage Index. The fund may also invest up to 5% of its assets in dollar-denominated investment grade securities that are rated below the highest rating category at the time of purchase.
The investment seeks total return, consistent with preservation of capital. The fund normally invests at least 80% of its net assets in U.S. government bonds. "U.S. government bonds" are debt instruments issued or guaranteed by the U.S. government or its agencies and instrumentalities, including Treasury Inflation Protected Securities and mortgage-backed securities issued or guaranteed by the Government National Mortgage Association, the Federal National Mortgage Association or the Federal Home Loan Mortgage Corporation.

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!