Investment Test Drive

AJESX Aberdeen Japanese Equities Instl Svc

5 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund AJESX Aberdeen Japanese Equities Instl Svc SCIJ Global X Scientific Beta Japan ETF JDG WisdomTree Japan Quality Dividend Gr ETF  
Similarity
?
100% 93% 91%
Annual Fees
?
$121.67
(1.15% Exp. Ratio)
$40.20
(0.38% Exp. Ratio)
$45.49
(0.43% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.80% annual return
$38,315.78 $48,358.58 $47,635.71
Est. savings over 30 yrs +$10,042.80 +$9,319.93
Return
As of 11/30/16
1 YR RETURN 4.19%
3 YR --
5 YR --
10 YR --
1 YR RETURN 5.93%
3 YR --
5 YR --
10 YR --
1 YR RETURN 4.19%
3 YR --
5 YR --
10 YR --
Description
The investment seeks long-term total return. As a non-fundamental policy, under normal circumstances, the fund will invest at least 80% of the value of its net assets, plus any borrowings for investment purposes, in equity securities issued by Japanese companies. The fund may invest in securities denominated in U.S. Dollars and the currencies of the foreign countries in which it is permitted to invest. The fund typically has full currency exposure to those markets in which it invests.
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Scientific Beta Japan Multi-Beta Multi-Strategy Equal Risk Contribution Index. The fund invests at least 80% of its total assets in the securities of the underlying index and in American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs") based on the securities in the underlying index. The underlying index generally comprises approximately 500 or less Japanese-listed common stocks selected based on a proprietary methodology developed by EDHEC Risk Institute Asia Ltd. The fund is non-diversified.
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Japan Quality Dividend Growth Index (the "index"). The index consists of dividend paying common stocks of Japanese companies with growth characteristics. Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The fund is non-diversified.

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.

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.

+

Your Feedback has been sent successfully!