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JICAX JPMorgan Intrepid Advantage A

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Fund JICAX JPMorgan Intrepid Advantage A VFTSX Vanguard FTSE Social Index Inv  
100% 97%
Annual Fees
(1.05% Exp. Ratio)
(0.22% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$38,721.54 $49,748.92
Est. savings over 30 yrs +$11,027.38
As of 12/31/16
1 YR RETURN 9.67%
3 YR 7.51%
5 YR 14.84%
10 YR 5.82%
1 YR RETURN 10.24%
3 YR 8.89%
5 YR 15.80%
10 YR 6.04%
The investment seeks to provide long-term capital appreciation. The fund primarily invests in large-cap and mid-cap common stocks. In selecting common stocks and other investments, the adviser considers environmental, social and corporate governance (ESG) practices and value, quality and momentum characteristics to identify those companies that it considers to be sustainable leaders.
The investment seeks to track the performance of a benchmark index that measures the investment return of large- and mid-capitalization stocks. The fund employs an indexing investment approach designed to track the performance of the FTSE4Good US Select Index. The index is composed of the stocks of companies that have been screened for certain social and environmental criteria by the index sponsor, which is independent of Vanguard. The Advisor attempts to replicate the index by investing all, or substantially all, of its assets in the stocks that make up 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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