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PBDIX T. Rowe Price U.S. Bond Enhanced Index

3 lower fee alternatives found

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Fund PBDIX T. Rowe Price U.S. Bond Enhanced Index VBILX Vanguard Interm-Term Bond Index Adm BIV Vanguard Intermediate-Term Bond ETF  
Similarity
?
100% 90% 90%
Annual Fees
?
$30.63
(0.30% Exp. Ratio)
$9.19
(0.09% Exp. Ratio)
$9.19
(0.09% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.09% annual return
$17,005.15 $18,113.18 $18,113.18
Est. savings over 30 yrs +$1,108.02 +$1,108.02
Return
As of 12/31/16
1 YR RETURN 2.69%
3 YR 3.01%
5 YR 2.23%
10 YR 4.35%
1 YR RETURN 2.83%
3 YR 3.66%
5 YR 2.85%
10 YR 5.37%
1 YR RETURN 2.86%
3 YR 3.67%
5 YR 2.86%
10 YR 5.35%
Description
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 the performance of a market-weighted bond index with an intermediate-term dollar-weighted average maturity. The fund employs an indexing investment approach designed to track the performance of the Bloomberg Barclays U.S. 5-10 Year Government/Credit Float Adjusted Index. The index includes all medium and larger issues of U.S. government, investment-grade corporate and investment-grade international dollar-denominated bonds that have maturities between 5 and 10 years and are publicly issued. All of its investments will be selected through the sampling process, and at least 80% of its assets will be invested in bonds held in the index.
The investment seeks the performance of a market-weighted bond index with an intermediate-term dollar-weighted average maturity. The fund employs an indexing investment approach designed to track the performance of the Bloomberg Barclays U.S. 5-10 Year Government/Credit Float Adjusted Index. The index includes all medium and larger issues of U.S. government, investment-grade corporate and investment-grade international dollar-denominated bonds that have maturities between 5 and 10 years and are publicly issued. All of its investments will be selected through the sampling process, and at least 80% of its 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.

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

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