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GINDX Gotham Index Plus Institutional

15 lower fee alternatives found

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Fund GINDX Gotham Index Plus Institutional DGRO iShares Core Dividend Growth VDADX Vanguard Dividend Apprec Idx Admiral  
100% 91% 88%
Annual Fees
(1.15% Exp. Ratio)
(0.08% Exp. Ratio)
(0.09% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$37,522.00 $51,827.29 $51,671.91
Est. savings over 30 yrs +$14,305.29 +$14,149.91
As of 9/30/16
1 YR RETURN 16.14%
3 YR --
5 YR --
10 YR --
1 YR RETURN 16.49%
3 YR --
5 YR --
10 YR --
1 YR RETURN 16.24%
3 YR 8.74%
5 YR 13.94%
10 YR 7.29%
The investment seeks to outperform the S&P 500® Index over most annual periods. The fund seeks to achieve its investment objective by investing under normal circumstances in long and short positions of equity securities. The Adviser intends to invest a portion of the assets in securities intended to track the performance of the S&P 500® Index or another broad-based index of U.S. large capitalization companies ("index"). These securities may include underlying securities in the index, as well as exchange traded funds ("ETFs") intended to track the index.
The investment seeks to track the investment results of the Morningstar® US Dividend Growth IndexSM. The fund generally will invest at least 90% of its assets in the component securities of the underlying index. The underlying index is a subset of the Morningstar® US Market IndexSM, which is a diversified broad market index that represents approximately 97% of the market capitalization of publicly-traded U.S. stocks.
The investment seeks to track the performance of a benchmark index that measures the investment return of common stocks of companies that have a record of increasing dividends over time. The fund employs an indexing investment approach designed to track the performance of the NASDAQ US Dividend Achievers Select Index, which consists of common stocks of companies that have a record of increasing dividends over time. The adviser attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting 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.


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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