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GBXIX Nationwide Bond Index Instl

8 lower fee alternatives found

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Fund GBXIX Nationwide Bond Index Instl AGG iShares Core US Aggregate Bond VBTLX Vanguard Total Bond Market Index Adm  
100% 95% 94%
Annual Fees
(0.27% Exp. Ratio)
(0.05% Exp. Ratio)
(0.06% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.02% annual return
$16,781.21 $17,928.03 $17,874.30
Est. savings over 30 yrs +$1,146.82 +$1,093.09
As of 9/30/16
1 YR RETURN 4.99%
3 YR 3.83%
5 YR 2.86%
10 YR 4.50%
1 YR RETURN 5.09%
3 YR 3.99%
5 YR 3.00%
10 YR 4.65%
1 YR RETURN 5.31%
3 YR 3.98%
5 YR 3.00%
10 YR 4.77%
The investment seeks to match the performance of the Barclays U.S. Aggregate Bond Index as closely as possible before the deduction of fund expenses. The fund normally invests at least 80% of its net assets in a statistically selected sampling of bonds and other fixed-income securities that are included in or correlated with the Aggregate Bond Index. The Aggregate Bond Index represents a wide spectrum of public, investment-grade, fixed-income securities in the United States, including government, corporate, and international dollar-denominated bonds, as well as mortgage-backed securities.
The investment seeks to track the investment results of the Bloomberg Barclays U.S. Aggregate Bond Index. The index measures the performance of the total U.S. investment-grade bond market. The index includes investment-grade U.S. Treasury bonds, government-related bonds, corporate bonds, mortgage-backed pass-through securities, commercial mortgage-backed securities and asset-backed securities that are publicly offered for sale in the United States. The fund generally invests approximately 90% of its assets in the bonds represented in the index and in securities that provide substantially similar exposure to securities in the index.
The investment seeks the performance of a broad, market-weighted bond index. The fund employs an indexing investment approach designed to track the performance of the Barclays U.S. Aggregate Float Adjusted Index. This index represents a wide spectrum of public, investment-grade, taxable, fixed income securities in the United States-including government, corporate, and international dollar-denominated bonds, as well as mortgage-backed and asset-backed securities-all with maturities of more than 1 year. All of the fund's investments will be selected through the sampling process, and at least 80% of the fund's assets will be invested in bonds held in the 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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