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LMVFX ClearBridge Value FI

15 lower fee alternatives found

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Fund LMVFX ClearBridge Value FI USMV iShares Edge MSCI Min Vol USA BRLIX Bridgeway Blue Chip 35 Index  
100% 92% 88%
Annual Fees
(1.11% Exp. Ratio)
(0.15% Exp. Ratio)
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$37,975.87 $50,743.28 $50,743.28
Est. savings over 30 yrs +$12,767.41 +$12,767.41
As of 9/30/16
1 YR RETURN 15.47%
3 YR 8.68%
5 YR 15.73%
10 YR 2.53%
1 YR RETURN 17.26%
3 YR 13.32%
5 YR --
10 YR --
1 YR RETURN 17.47%
3 YR 11.32%
5 YR 16.05%
10 YR 7.37%
The investment seeks long-term growth of capital. The fund invests primarily in equity securities that, in the portfolio managers' opinion, offer the potential for capital growth. It generally invests in companies with market capitalizations greater than $5 billion, but may invest in companies of any size.
The investment seeks the investment results of the MSCI USA Minimum Volatility (USD) Index. The fund will invest at least 90% of its assets in the component securities of the index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index measures the performance of equity securities in the top 85% by market capitalization of equity securities listed on stock exchanges in the USA that, in the aggregate, have lower volatility relative to the broader U.S. equity market.
The investment seeks to provide a long-term total return on capital, primarily through capital appreciation, but also some income. The fund seeks to achieve its objective by approximating the total return of the Bridgeway Ultra-Large 35 Index (the "index"), a proprietary index composed by the Adviser, while minimizing the distribution of capital gains and minimizing costs. It normally invests at least 80% of its net assets (plus borrowings for investment purposes) in blue chip Company stocks included within the index. The fund invests in the stocks that comprise the index and seeks to approximately match the index composition and weighting.

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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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