Investment Test Drive

SAJCX SunAmerica Japan C

4 lower fee alternatives found

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Fund SAJCX SunAmerica Japan C DXJS WisdomTree Japan Hedged SmallCap Eq ETF FJSCX Fidelity® Japan Smaller Companies  
Similarity
?
100% 85% 87%
Annual Fees
?
$269.81
(2.55% Exp. Ratio)
$61.37
(0.58% Exp. Ratio)
$101.57
(0.96% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.81% annual return
$25,055.30 $45,672.74 $40,715.83
Est. savings over 30 yrs +$20,617.44 +$15,660.53
Return
As of 12/31/16
1 YR RETURN 2.13%
3 YR 1.71%
5 YR 6.67%
10 YR -0.94%
1 YR RETURN 6.86%
3 YR 11.55%
5 YR --
10 YR --
1 YR RETURN 8.82%
3 YR 4.99%
5 YR 13.82%
10 YR 3.20%
Description
The investment seeks long-term capital appreciation. The principal investment technique of the fund is active trading of securities of Japanese issuers and other investments that are tied economically to Japan ("Japanese companies"). Under normal circumstances, at least 80% of the fund's net assets, plus any borrowings for investment purposes, will be invested in Japanese companies. The fund will invest primarily in common stocks and may invest in securities of companies of any size.
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Japan Hedged SmallCap Equity Index. The fund normally invests at least 80% of its total assets (exclusive of collateral held from securities lending) 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 index is designed to provide exposure to Japanese equity markets while at the same time neutralizing exposure to fluctuations of the value of the Japanese yen relative to the U.S. dollar. The fund is non-diversified.
The investment seeks long-term growth of capital. The fund invests at least 80% of assets in securities of Japanese issuers, and other investments that are tied economically to Japan, with smaller market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell/Nomura Mid-Small Cap™ Index or the JASDAQ Index). It invests in securities of Japanese issuers with larger market capitalizations. The fund uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.

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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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