Investment Test Drive

PANIX T. Rowe Price New Income Adv

15 lower fee alternatives found

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Fund PANIX T. Rowe Price New Income Adv PBDIX T. Rowe Price U.S. Bond Enhanced Index DODIX Dodge & Cox Income  
Similarity
?
100% 95% 93%
Annual Fees
?
$78.65
(0.77% Exp. Ratio)
$30.64
(0.30% Exp. Ratio)
$43.92
(0.43% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.14% annual return
$14,972.45 $17,252.73 $16,590.46
Est. savings over 30 yrs +$2,280.28 +$1,618.01
Return
As of 11/30/16
1 YR RETURN 1.76%
3 YR 2.42%
5 YR 2.40%
10 YR 4.17%
1 YR RETURN 2.04%
3 YR 2.72%
5 YR 2.44%
10 YR 4.27%
1 YR RETURN 4.15%
3 YR 3.25%
5 YR 3.95%
10 YR 4.97%
Description
The investment seeks the highest level of income consistent with the preservation of capital over time by investing primarily in marketable debt securities. The fund will invest at least 80% of its total assets in income-producing securities, which may include, but are not limited to, U.S. government and agency obligations, mortgage- and asset-backed securities, corporate bonds, foreign bonds, commercial mortgage-backed securities, and Treasury inflation protected securities.
The investment seeks to provide a total return that matches or incrementally exceeds the performance of the U.S. investment-grade bond market. The fund's overall investment strategy is to match or incrementally exceed the performance of the U.S. investment-grade bond market. Under normal conditions, it will invest at least 80% of its net assets (including any borrowings for investment purposes) in bonds that are held in its benchmark index. The fund's holdings will normally include U.S. government and agency obligations, mortgage- and asset-backed securities, corporate bonds, and U.S. dollar-denominated securities of foreign issuers.
The investment seeks a high and stable rate of current income, consistent with long-term preservation of capital. The fund invests in a diversified portfolio of high-quality bonds and other debt securities. Under normal circumstances, the fund will invest at least 80% of its total assets in (1) investment-grade debt securities and (2) cash equivalents. "Investment grade" means securities rated Baa3 or higher by Moody's Investors Service, or BBB- or higher by Standard & Poor's Ratings Group or Fitch Ratings, or equivalently rated by any nationally recognized statistical rating organization, or, if unrated, deemed to be of similar quality by Dodge & Cox.

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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.

Similarity

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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