Investment Test Drive

FRISX Franklin Rising Dividends R6

2 lower fee alternatives found

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Fund FRISX Franklin Rising Dividends R6 SPHB PowerShares S&P 500 High Beta ETF MOAT VanEck Vectors Morningstar Wide Moat ETF  
Similarity
?
100% 85% 93%
Annual Fees
?
$54.98
(0.52% Exp. Ratio)
$26.43
(0.25% Exp. Ratio)
$51.81
(0.49% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$45,459.63 $49,310.54 $45,872.71
Est. savings over 30 yrs +$3,850.91 +$413.08
Return
As of 11/30/16
1 YR RETURN 11.56%
3 YR 7.33%
5 YR 12.08%
10 YR 6.35%
1 YR RETURN 16.87%
3 YR 8.68%
5 YR 14.71%
10 YR --
1 YR RETURN 16.75%
3 YR 9.62%
5 YR --
10 YR --
Description
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in investments of companies that have paid consistently rising dividends. It invests predominantly in equity securities, primarily common stock. The fund may invest in companies of any size, across the entire market spectrum. It may invest up to 25% of its total assets in foreign securities.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500® High Beta Index (the "underlying index"). The fund generally invests at least 90% of its total assets in common stocks that comprise the underlying index. S&P Dow Jones Indices LLC compiles maintains and calculates the underlying index. The fund is non-diversified.
The investment seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the Morningstar® Wide Moat Focus IndexSM. The fund normally invests at least 80% of its total assets in securities that comprise the fund's benchmark index. The Wide Moat Focus Index is comprised of securities issued by companies that Morningstar, Inc. ("Morningstar") determines to have sustainable competitive advantages based on a proprietary methodology that considers quantitative and qualitative factors ("wide moat companies"). The fund is non-diversified.

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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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