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ANCFX American Funds Fundamental Invs A

9 lower fee alternatives found

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Fund ANCFX American Funds Fundamental Invs A SCHB Schwab US Broad Market ETF™ VTI Vanguard Total Stock Market ETF  
Similarity
?
100% 89% 90%
Annual Fees
?
$63.44
(0.60% Exp. Ratio)
$3.17
(0.03% Exp. Ratio)
$5.29
(0.05% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$44,368.04 $52,670.74 $52,355.54
Est. savings over 30 yrs +$8,302.71 +$7,987.50
Return
As of 12/31/16
1 YR RETURN 12.54%
3 YR 8.23%
5 YR 14.32%
10 YR 7.15%
1 YR RETURN 12.55%
3 YR 8.40%
5 YR 14.58%
10 YR --
1 YR RETURN 12.68%
3 YR 8.39%
5 YR 14.63%
10 YR 7.23%
Description
The investment seeks long-term growth of capital and income. The fund invests primarily in common stocks of companies that appear to offer superior opportunities for capital growth and most of which have a history of paying dividends. It may invest significantly in securities of issuers domiciled outside the United States. The investment adviser uses a system of multiple portfolio managers in managing the fund's assets.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Broad Stock Market Index. The fund will invest at least 90% of its net assets in stocks that are included in the index. The index includes the largest 2,500 publicly traded U.S. companies for which pricing information is readily available. The index is a float-adjusted market capitalization weighted index that reflects the shares of securities actually available to investors in the marketplace.
The investment seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. The fund employs an indexing investment approach designed to track the performance of the CRSP US Total Market Index, which represents approximately 100% of the investable U.S. stock market and includes large-, mid-, small-, and micro-cap stocks regularly traded on the New York Stock Exchange and Nasdaq. It invests by sampling the index, meaning that it holds a broadly diversified collection of securities that, in the aggregate, approximates the full index in terms of key characteristics.

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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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