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DPRFX Delaware Diversified Income R

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Fund DPRFX Delaware Diversified Income R BCOSX Baird Core Plus Bond Inv MCYBX BMO TCH Core Plus Bond Y  
100% 90% 89%
Annual Fees
(1.15% Exp. Ratio)
(0.55% Exp. Ratio)
(0.58% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.02% annual return
$12,862.82 $15,423.38 $15,284.41
Est. savings over 30 yrs +$2,560.56 +$2,421.59
As of 9/30/16
1 YR RETURN 4.76%
3 YR 3.50%
5 YR 3.27%
10 YR 5.61%
1 YR RETURN 6.16%
3 YR 4.46%
5 YR 4.10%
10 YR 5.64%
1 YR RETURN 7.82%
3 YR 4.37%
5 YR 4.79%
10 YR --
The investment seeks maximum long-term total return, consistent with reasonable risk. The fund invests in the following four sectors of the fixed income securities markets: the U.S. investment grade sector, the U.S. high yield sector, the international developed markets sector, and the emerging markets sector. It normally invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in fixed income securities. The fund's investments in emerging markets will, in the aggregate, be limited to no more than 25% of the fund's total assets.
The investment seeks an annual rate of total return, before fund expenses, greater than the annual rate of total return of the Barclays U.S. Universal Bond Index. The fund normally invests at least 80% of its net assets in the following types of U.S. dollar‑denominated debt obligations: U.S. government and other public‑sector entities; asset‑backed and mortgage‑backed obligations of U.S. and foreign issuers; corporate debt of U.S. and foreign issuers. It invests primarily in investment-grade debt obligations, but may invest up to 20% of its net assets in non-investment grade debt obligations (sometimes referred to as "high yield" or "junk" bonds)."
The investment seeks to maximize total return consistent with current income. The fund invests at least 80% of its assets in bonds. The investments include corporate, asset-backed, mortgage-backed and U.S. government securities. Although the fund will invest primarily in securities with a minimum rating in the lowest investment grade category at the time of purchase, it may invest up to 20% of its assets in debt securities that are below investment grade, also known as high yield securities or "junk bonds."

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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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